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

  1. gmcinnes
    Posted 3 years 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?


  2. gmcinnes
    Posted 3 years 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
    Plugin Contributor

    Posted 3 years ago #

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

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