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Gravity Forms Salesforce Add-on
Custom salesforce field (27 posts)

  1. lshade
    Member
    Posted 2 years ago #

    Have a custom field in salesforce that lists product names. When a prospect completes the form, we want them to select the product(s) that they have interest.

    In salesforce:

    Field Label Product_Picklist Object Name Lead
    Field Name Product_Picklist Data Type Picklist (Multi-Select)
    API Name Product_Picklist__c
    Description Product listing
    Help Text Please pick products (multiple products can be selected)

    With a hand coded form, I could do this - however I am lost on how to implement this with Gravity Forms - have tried various options and things with little to no success

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

  2. cubecolour
    ɹoʇɐɹǝpoɯ
    Posted 2 years ago #

    As this is a commercial plugin you need to ask this on the Gravity Forms support forum - which is where all the experts on this will be anyway.

  3. Zack Katz
    Member
    Plugin Author

    Posted 2 years ago #

    @cubecolour, this is a free, non-commercial add-on plugin to a commercial plugin. This is the proper place for the question.

    You need to add Product_Picklist__c to the Parameter Name field that appears when you check the "Allow field to be populated dynamically" checkbox in the field's "Advanced" tab.

  4. lshade
    Member
    Posted 2 years ago #

    I have done so with no luck.

    The FAQ also mentions it is possible to put this in the Admin Label field. This did not work either.

    I have also tried entering Product_Picklist__c in the following combinations:

    Admin Label
    Parameter Name
    both Admin Label and Parameter Name

    Values make it to Salesforce for all input fields except for the picklist.

    here is the web address of the form on the staging server - I am using a Multi-set field on the form for the picklist

    http://wp.allegrosoft.com/contact-us

    I have tried selecting a single item and multiple items from the picklist with no success.

  5. lshade
    Member
    Posted 2 years ago #

    [SOLVED] - salesforce.php was missing the case for a multi-set field from Gravity forms. Code was always looking for an Array in "inputs" when form meta table has it listed under "choices". Other challenge was pulling the correct data from the $_POST. Had to make additional modes to be able to use the php implode already in the code.

    Many print and print_r later with die() enabled I have it working and imports properly into salesforce.

    Currently working to get Web-To-Case working - need to add variable to Form Settings page and check while in the push function to select the correct serverlet from Salesforce

  6. jacobstone
    Member
    Posted 2 years ago #

    @lshade - I think I'm having the exact same issue: mapping custom fields from Gravity Form via the Salesforce plugin into Salesforce. Every fields works perfectly except getting checkboxes into a picklist.

    Sounds like your solution does the trick. Would you be willing to post the additions/edits you made to the salesforce.php doc? Or maybe that and your revised php file?

    Thanks in advance!

  7. lshade
    Member
    Posted 2 years ago #

    Here is a link to a page with the php/plugin file.

    http://www.v1tech.net/gravity-forms-salesforcefix

  8. jacobstone
    Member
    Posted 2 years ago #

    Thank you! Will give this a shot and post back.

  9. jacobstone
    Member
    Posted 2 years ago #

    Hello again lshade! I know you don't provide any support for this plugin mod, but wonder if you could shed any light on this - I swapped the salesforce.php file for your version, and the form functions on the front end and looks fine in the back end, but then when you hit submit, you get this dump of raw data:

    http://imgur.com/xPacC
    (screen capture of the first part of it)

    Any ideas at all on what I'm doing wrong? I'm using GravityForms Version 1.6.4.2.1 and WordPress 3.3.1. Thanks in advance for any help or advaice you can offer! Cheers,

    Jacob

  10. Zack Katz
    Member
    Plugin Author

    Posted 2 years ago #

    You need to remove line 501 from the modified plugin.

    Here's the code you need to remove:
    print "form meta array ==>"; print_r($form_meta); print "<br />";die();

  11. jacobstone
    Member
    Posted 2 years ago #

    Hi Zack, that solved the data dump issues, thanks! Now I'm seeing the information over in Salesfoce, but it's not quite there:

    I've got a checkboxes field in GravityForms with four options, I've selected "allow field to be populated dynamically," and then put the API name from Salesforce in for the parameter name.

    But from there, all I see in Salesforce picklist results is:

    array, array, array, array

    So it's seeing something, just not the correct values quite yet. Any other help or advice would be massively appreciated! Thanks guys,

    Jacob

  12. lshade
    Member
    Posted 2 years ago #

    Yes either remove or comment out the print statement above. I thought I had commented these out. I left them in for debugging purposes when trying to get this to work with the web-to-case.

  13. jacobstone
    Member
    Posted 2 years ago #

    I also tried checking the "enable values" box in GravityForms, thinking perhaps those values were what need to populate the "array" field in Salesforce, but got this DB/PHP error when I hit submit:

    http://imgur.com/0Cb8X

    Again, huge thanks in advance to you guys for helping me out on this!

    Jacob

  14. jacobstone
    Member
    Posted 2 years ago #

    Hey guys, just checking to see if anybody had any other suggestions? If not I totally appreciate your help thus far!

    Am going to keep trying to get this thing working, if not, I can always resort to dumping the Salesforce code directly into WordPress....not pretty, but it will get the job done.

    Cheers,

    Jacob

  15. Zack Katz
    Member
    Plugin Author

    Posted 2 years ago #

    In a week, I'll be releasing a new version of the plugin that allows you to map fields using the Gravity Forms "Feed" method. You'll be able to choose what objects (including custom objects) and what fields to create.

  16. jacobstone
    Member
    Posted 2 years ago #

    Awesome! Thanks Zack, looking forward to it!

  17. videobenefitsguy
    Member
    Posted 2 years ago #

    Hi all - have successfully integrated Gravity forms with SF integration into my wordpress site, but I am experiencing the same issue as above. I have a field (Picklist multi-select) in SF that is not porting the data into SF. The API is Please_contact_me_about__c

    All other fields work fine getting into SF, but not this one. Could you suggest what I need to do to fix this. Thanks!

  18. jacobstone
    Member
    Posted 2 years ago #

    Update on mine: I could never quite get it working, so I reverted to the original version of the salesforce plugin, and simply changed the picklist multiselect in Salesforce to 4 separate checkbox fields.

    Although not ideal, problem is solved, and all the data goes from our WP site with GF to SF with no problems!

  19. videobenefitsguy
    Member
    Posted 2 years ago #

    Thank you. Ok, so in SF, you had to create 4 separate custom fields with Checkbox and add each to your form? I do not see a Custom Field in SF where you can select multi-select with checkboxes.

  20. jacobstone
    Member
    Posted 2 years ago #

    We created 4 fields, each one had one checkbox. And then to pass the "checked" status to Salesforce, I went in and created a "value" in GF for the checkbox of "1"

    Making the value be 1 is what ultimately made the "checked" status translate across in Salesforce.

  21. videobenefitsguy
    Member
    Posted 2 years ago #

    Thank you. Could you send me your page URL with the form so I can see what it looks like?

  22. jacobstone
    Member
    Posted 2 years ago #

    Sure thing. The form is here:

    http://sustainableworks.com/sign-up/

    Thing is, the 4 checkboxes that are solo are at the end of the form (3rd page), and there are required fields on the first 2 pages. But, the two checkboxes on page 1 use the same "value = 1" method to pass the "checked" status to Salesforce, so it looks identical on the last page, just four checkboxes in a row.

  23. videobenefitsguy
    Member
    Posted 2 years ago #

    Thanks for sending. I decided to go with a Radio Button approach because I could not get the form to look the way I wanted. Not ideal, but will work. I appreciate the help. You can see the form at http://videobenefitsguy.com/?page_id=496

    Best!

  24. jacobstone
    Member
    Posted 2 years ago #

    Glad to hear you got something working, cheers!

  25. Jason
    Member
    Posted 1 year ago #

    Jumping in a ways back - I'm having the issue where a multi-picklist in Gravity Forms is showing up as 'Array' in SF.

    lshade, your modified version of the plugin did correct this (awesome!) but has subsequently nerfed all of the other drop-down (single-choice picklists) fields in the form. These now show up with blank values.

    Wondering if there's a quick tweak to correct this!

  26. Aldo
    Member
    Posted 1 year ago #

    Same issue here with the multi-picklist returning "Array" only.
    Any solution to this?

  27. rjkyle
    Member
    Posted 1 year ago #

    Can the Gravity Forms for Salesforce Add-on handle Custom SF Objects. Also, I want to use Gravity Forms to build a "calculator" and link to the Custom Object in SF to generate a price quote, can Gravity Forms do that?

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