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Gravity Forms Salesforce Add-on
[resolved] Salesforce api and assignment rules (3 posts)

  1. gmcinnes
    Member
    Posted 1 year ago #

    I have assignment rules for my leads set up based on the record type that is passed.

    This worked fine when using the web-to-lead approach. I've re-written the form to use the api approach, but it seems that using the api, the lead creation bypasses the assignment rules. Is there any known workaround for this?

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

  2. gmcinnes
    Member
    Posted 1 year ago #

    So, for the record, one workaround is not to use assignment rules, but to use a workflow rule instead. A little bit janky, but it works

  3. Zack Katz
    Member
    Plugin Author

    Posted 1 year ago #

    Thanks gmcinnes - it seems like it's just not possible using the API.

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