Discovering Salesforce

Discovering Salesforce

If you have Enterprise and higher, you can disable the Web to Lead functionality and use the API to get your leads into Salesforce. This is not an option for Group and Professional so try to keep your Org ID hidden from the start.

Salesforce Web to Lead security - Can web-to-lead be protected from spammers without additional server side processing? - Salesforce Stack Exchange Really not secure: Web 2 Lead & webform spam - Ideas - Salesforce Trailblazer Community

Ali je safe zato što samo ja sa servera znam oid.

OK! To je to!

! Ovo - wordpress register form to salesforce - Stack Overflow ili na hook: gform_post_submission - Gravity Forms Documentation a može i webhooks plugin da se koristi.

How to configure Salesforce.com Web-to-Lead form submission | ShellBlack.com

What if my company reaches the limit for web-generated leads?

Identify leads created by Web-to-Lead Add Salesforce OID to GF form as hidden field « Gravity Support Forums Debug: How can our webmaster test the Web-to-Lead page?

Oauth process best explained:

Salesforce CRM - Ninja Forms How To Easily Integrate Salesforce and Ninja Forms - Ninja Forms

NOTE: To use the API, your organization must be on one of the following editions:

Enterprise Edition Unlimited Edition Developer Edition Performance Edition


…on creating Leads

Required Fields:

Lead–>Company, LastName, status

Based on this SOAP API Guide the only required fields are Company and LastName Plus always an universally required field is a custom field

https://help.salesforce.com/articleView?id=leads_fields.htm&type=5

You can always create your own custom Lead object without those mandatory fields, but you will lose a lot out-of-the-box Salesforce Lead functionality, which I never recommend.


To find your Salesforce.com Organization ID, in your Salesforce.com account, go to Setup » Company Profile » Company Information

Brilliant Web-to-Lead for Salesforce retrieves Web-To-Lead forms from Salesforce and shows them in Wordpress. So, direction is from SF to WP, not the other way around. Integrating WordPress with Salesforce - Salesforce.org Digging Deeper into OAuth 2.0 in Salesforce


Plugins in Wordpress

Fixed gravity-forms-salesforce plugin: https://github.com/creativecity/gravity-forms-salesforce

date 01. Jan 0001 | modified 28. May 2021
filename: Salesforce CRM » Dump