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Gravity Forms Salesforce Add-on
[resolved] Forms and multiple Salesforce Lead Record Types (3 posts)

  1. endamadden
    Member
    Posted 2 years ago #

    Hi there,

    I have two Record Types for Leads defined in SalesForce: RecordType1 and RecordType2.

    I have created two forms in WordPress using the Gravity plugin and SalesForce plug in.

    Form 1 successfully creates a new lead of RecordType1.

    However the problem is:
    Form2 creates a new lead of RecordType1 whereas I want it to create a lead of RecordType2.

    I've tried specifying the recordType as a hiddden field with the value of the record type ID but still does not create the correct Lead Record Type. Suggestions appreciated or let me know whether it's even possible to use the Gravity SalesForce plug-in to post to different Lead Record Types.

    For reference, the code generated by SalesForce Web2Lead for the RecordType field is:

    <label for="recordType">Lead Record Type</label><select id="recordType" name="recordType"><option value="">--None--</option><option value="0128000000068No">Marriage Preparation Request</option>
    <option value="012C0000000Bk6x">Relationship Health Check</option>
    </select>

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

  2. endamadden
    Member
    Posted 2 years ago #

    This is now resolved. I ended up using a hidden field with
    Field Label: recordType
    On the advanced Tab: Default Value -> Insert Variable = the ID of the RecordType from Salesforce

  3. Anthony Scolaro
    Member
    Posted 2 years ago #

    Can someone verify that this is working with the latest version of WordPress, Gravity Forms and the Addon. I went through these steps and tried several variations and have had no luck.

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