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Gravity Forms Salesforce Add-on
mapping OwnerId (3 posts)

  1. redearthdesign
    Member
    Posted 1 year ago #

    Hello,
    Thanks for this great integration!

    We are finding that when leads are posted, the default lead owner setting in Saleforce is being ignore, and it's setting the owner as the owner of the security token.

    I went to set up workflows since other posts said that was a good work around, but this particular SF user doesn't have permissions to set up workflows.

    So then I went to add a hidden field that would pass OwnerId equal the default lead owner's id to override this behavior, but I'm not able to map that field to the owner id in the salesforce feed.

    Is that field something that can be added to the group of List Fields on the SalesForce feed admin page? Not sure if it can, or if it would override if added, but figured it can't hurt to explore the possibilities.

    Thanks!

    http://wordpress.org/extend/plugins/gravity-forms-salesforce/

  2. axiomuser
    Member
    Posted 1 year ago #

    Great work!
    I have the same problem as the user above. That is, the Lead Owner is sent as the name that is connected with the security token. This negates any Lead Owner dependent actions in Salesforce. Im not sure if this can be changed by mapping Lead ID.

    My current problem is that there shouldn't be any Lead Owner sent to salesforce. The lead is assigned by country as we need some leads to go to sales people in Europe, Asia, etc. Any help on this would be great.

  3. ThadPuckett
    Member
    Posted 1 year ago #

    You could pass the value as a hidden field from your Gravity form, but you would probably need to use a formula to pass the value based on country.

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