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WordPress-to-lead for Salesforce CRM
[resolved] Salesforce Assignment rules (4 posts)

  1. cmttampa
    Member
    Posted 1 year ago #

    Do you know if a web lead submitted to Salesforce will follow the assignment rules created in Salesforce? The other available plugin created by Zack Katz does not do this, it actually strips off the assignment rules.

    Salesforce allows you to create assignment rules so different web to lead forms get assigned to different people or departments when a completed lead comes into Salesforce.

    Any assistance will be greatly appreciated.

    http://wordpress.org/extend/plugins/salesforce-wordpress-to-lead/

  2. Nick Ciske
    Member
    Plugin Author

    Posted 1 year ago #

    Not sure, I don't have any assignment rules set-up in my developer account, but the plugin's only interaction with SF is posting new data so I'd imagine they would work?

    Best way to find out would be to try it and report back!

  3. cmttampa
    Member
    Posted 1 year ago #

    Sorry, but I forgot that you still don't have drop down menus or radio buttons, I am going to have to use something else.

  4. Nick Ciske
    Member
    Plugin Author

    Posted 1 year ago #

    This version on GitHub has drop downs (not sure about radio buttons yet):
    https://github.com/jbuchbinder/salesforce-wordpress-to-lead

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