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Support » Plugins and Hacks » Gravity Forms Salesforce Add-on » [Plugin: Gravity Forms Salesforce Add-on] 2.0.1 creating leads using default assignment rules?

[Plugin: Gravity Forms Salesforce Add-on] 2.0.1 creating leads using default assignment rules?

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Contributor Zack Katz

    @katzwebdesign

    If you had set up your forms using the previous version, you need to be using the “Gravity Forms Salesforce Web to Lead Add-On” plugin, not the “Gravity Forms Salesforce API Add-On”.

    I just clicked the update link in WP to update the plugin to 2.0.1.

    How would i know which one was being used?

    Plugin Contributor Zack Katz

    @katzwebdesign

    Have you a) configured a Feed or b) is there a little Salesforce icon in your Forms page?

    gmcinnes

    @gmcinnes

    FYI, it seems to be a limitation of the SOAP api that it does not apply the assignment rules to any Lead created using it. You can work around this by setting up equivalent rules in the Workflows. They do seem to be applied.

Viewing 4 replies - 1 through 4 (of 4 total)
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