wpforms

We have added WPForms as a connected app to Salesforce. We followed all the instructions from WPForms and SF and in WordPress it is displayed as "Connected". In SF it is listed as a connected app. A test form was created to collect the data on an Account (we call it Organization Name) along with selected contact information on the two principals of the organization - president and treasurer. The form integrates with SF and creates an Account record but does not create/link the individual info. If a Contact record is submitted SF creates an individual record but does not pick up the Account name. It puts the individual's name in the Account name field.

In SF the Contacts Account Name field is "Name" and data type is "lookup/account". The Account Name field is "Name" but the data type is "name". Neither can be edited. If I create a new data field for either SF still does not pick up the info from WPForms.

4 respuestas

Jane McKee (California Garden Clubs, Inc.)
8 dic 2022, 6:29 p.m.
I have no idea what it doesn't create the links. But I have created a work around by adding the Contact data fields (name, address etc) to the custom Accounts fields and that works. The SF engineer would not help me because our Enterprise edition calls for "standard" support not the upgraded premium. So I had to figure this out myself.
*Jane McKee*
*CGCI Webmaster*
webmaster@cagardenclubs.org www.californiagardenclubs.com

wpforms

Integration

Aprendizaje relacionado

Más ayuda