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Gravity Forms Salesforce Add-on
[resolved] How to pass first and last name? (9 posts)

  1. briancostea
    Member
    Posted 2 years ago #

    How would I pass the first and last name to salesforce? I have a form setup with two single line text fields:

    the first is named "First Name" and the second is name "Last Name"

    When the data transfers to SFDC, it says that the name was not provided. It does work if I use an advanced name field. However, that isn't an option for me as I cannot force the first and last name fields onto two lines.

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

  2. dmorrow
    Member
    Posted 2 years ago #

    I'm having this issue. what was the solution?

    thanks!

  3. Music in the Hall
    Member
    Posted 2 years ago #

    hello again. how was this resolved please?

  4. jaslr
    Member
    Posted 2 years ago #

    To successfully pass First Name and Last Name using Gravity Forms + Salesforce plugin, you need to use Advanced Fields > Name, rather than a standard text field.

    I had the same problem too until I realised this.

  5. grex22
    Member
    Posted 2 years ago #

    Here's the easiest fix to make the "auto split" of a full name field to work as intended. They really need to update the documentation and help screen on this -- I had to go through the code line by line to figure this out.

    To make one, single text field to split at the first space into firstname / lastname, give it the Admin Label of "BothNames" without the quotes.

    Just tried this on a live form and it synced those fields properly to Salesforce.

    Hope this helps someone!

  6. Rebecca Markowitz
    Member
    Posted 2 years ago #

    So... is there a way to use Single Text First Name and Last Name separately? We want the form to be one column, not two. Or can you really only use the Advanced Field - Name?

  7. grex22
    Member
    Posted 2 years ago #

    @beccawitz -- Definitely. You would just use two basic, text fields. One for first name, and one for last name.

    Then, just be sure you're setting the admin label to "first name" and "last name" respectively.

  8. hughhempel
    Member
    Posted 2 years ago #

    The process suggested directly above for defining two separate lines with First/Last does not work as described. The admin labels need underscores... so your labels should read "first_name" and "last_name" (without the quotes) respectively.

  9. eatsleepbreathe
    Member
    Posted 2 years ago #

    @grex22 and @hughhempel, neither work when using 2 separate fields.

    Last name is sent but first name is shown as [not provided].

    Has anyone had success with this?

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