# \#salesforce **URL:** https://community.gravityforms.com/tag/salesforce/23.md [Latest](https://community.gravityforms.com/latest.md) · [Categories](https://community.gravityforms.com/categories.md) · [Tags](https://community.gravityforms.com/tags.md) --- ## [Create related records in Salesforce from one form](https://community.gravityforms.com/t/create-related-records-in-salesforce-from-one-form/20090)
**Author:** [@anna.martindale](https://community.gravityforms.com/u/anna.martindale)\ **Replies:** 1\ **Last updated:** [February 27, 2026, 5:49am UTC](https://community.gravityforms.com/t/create-related-records-in-salesforce-from-one-form/20090 "2026-02-27T05:49:08Z")
We have a number of forms where we need to create two related records in Salesforce from one form. For example, someone signing up to an event through a form would create Contact and linked Campaign Member records. Someo… --- ## [Gravity form connect to salesforce partial](https://community.gravityforms.com/t/gravity-form-connect-to-salesforce-partial/19941)
**Author:** [@chandra](https://community.gravityforms.com/u/chandra)\ **Replies:** 0\ **Last updated:** [December 21, 2025, 11:04pm UTC](https://community.gravityforms.com/t/gravity-form-connect-to-salesforce-partial/19941 "2025-12-21T23:04:49Z")
Hi Team, I am integrating GF form to Salesforce and Using office Salesforce integration addon. Is there any way we can connect to Salesforce partial or staging sites for testing? Thank you. --- ## [Gravity Forms to CRM Solution](https://community.gravityforms.com/t/gravity-forms-to-crm-solution/519)
**Author:** [@mattemkadia](https://community.gravityforms.com/u/mattemkadia)\ **Replies:** 9\ **Last updated:** [December 12, 2025, 12:26am UTC](https://community.gravityforms.com/t/gravity-forms-to-crm-solution/519 "2025-12-12T00:26:00Z")
Hi all, I’m looking for a simple and cost effective solution to collate leads from Gravity Forms and Facebook Ads into one simple CRM, we’ve looked at Salesforce, Zoho, Zapier, VTiger but wondered if anyone had any sugge… --- ## [Salesforce object field mapping documentation](https://community.gravityforms.com/t/salesforce-object-field-mapping-documentation/19731)
**Author:** [@cieran.douglass](https://community.gravityforms.com/u/cieran.douglass)\ **Replies:** 2\ **Last updated:** [September 17, 2025, 11:00am UTC](https://community.gravityforms.com/t/salesforce-object-field-mapping-documentation/19731 "2025-09-17T11:00:13Z")
Hi all, I’ve been suggested to post here for some help with this so hopefully someone can help out! We’ve recently installed the Salesforce Addon to Gravity Forms and, while it works very well and is passing data over c… --- ## [Appending nested JSON/metadata to already working Stripe payment](https://community.gravityforms.com/t/appending-nested-json-metadata-to-already-working-stripe-payment/19706)
**Author:** [@hellobridges](https://community.gravityforms.com/u/hellobridges)\ **Replies:** 0\ **Last updated:** [August 22, 2025, 6:36am UTC](https://community.gravityforms.com/t/appending-nested-json-metadata-to-already-working-stripe-payment/19706 "2025-08-22T06:36:57Z")
Background: I have a Gravity Form using the Stripe Add-on and an embedded Stripe Elements payment field. This is connected to two Stripe feeds (one for single donations, one for monthly donations) and both successfully t… --- ## [Trying to get feed error notifications for the Salesforce addon](https://community.gravityforms.com/t/trying-to-get-feed-error-notifications-for-the-salesforce-addon/19279)
**Author:** [@EL1234](https://community.gravityforms.com/u/EL1234)\ **Replies:** 0\ **Last updated:** [April 28, 2025, 6:23pm UTC](https://community.gravityforms.com/t/trying-to-get-feed-error-notifications-for-the-salesforce-addon/19279 "2025-04-28T18:23:52Z")
Hi! I’m testing out the Salesforce addon. We’re looking to get an email notification when an entry fails to get sent to Salesforce. Support told me to try the gform\_{$SHORT\_SLUG}\_error action but I can’t seem to get it … --- ## [Connecting to Salesforce sandbox](https://community.gravityforms.com/t/connecting-to-salesforce-sandbox/19185)
**Author:** [@user5e95cc47f3d9a123](https://community.gravityforms.com/u/user5e95cc47f3d9a123)\ **Replies:** 2\ **Last updated:** [April 3, 2025, 3:13pm UTC](https://community.gravityforms.com/t/connecting-to-salesforce-sandbox/19185 "2025-04-03T15:13:35Z")
Using your Salesforce add-on, I can successfully connect to my client’s live Salesforce environment and see all of their objects. However, I need to connect to a sandbox environment for development work and I haven’t bee… --- ## [Salesforce - Status Update - Trigger](https://community.gravityforms.com/t/salesforce-status-update-trigger/18818)
**Author:** [@user676951d83a04e284](https://community.gravityforms.com/u/user676951d83a04e284)\ **Replies:** 1\ **Last updated:** [February 16, 2025, 11:15am UTC](https://community.gravityforms.com/t/salesforce-status-update-trigger/18818 "2025-02-16T11:15:00Z")
We are creating a landing page where customers can Approve or Reject a Quote generated and send by Salesforce. Once Approved on GF-s we need to get the QuiteID - Record to be updated Approved status. Is it possible to tr… --- ## [Populating a dropdown list with Salesforce data](https://community.gravityforms.com/t/populating-a-dropdown-list-with-salesforce-data/18893)
**Author:** [@JDRF](https://community.gravityforms.com/u/JDRF)\ **Replies:** 0\ **Last updated:** [February 6, 2025, 1:34pm UTC](https://community.gravityforms.com/t/populating-a-dropdown-list-with-salesforce-data/18893 "2025-02-06T13:34:15Z")
I’m looking to create a dropdown list, where the options are all values from our Salesforce CRM’s “Organization” field. Is there any way to pull Salesforce data into Gravity Forms, instead of the other way around? --- ## [Mapping Gravity Form uploaded files to salesforce](https://community.gravityforms.com/t/mapping-gravity-form-uploaded-files-to-salesforce/18742)
**Author:** [@user67600819dc6e3178](https://community.gravityforms.com/u/user67600819dc6e3178)\ **Replies:** 0\ **Last updated:** [January 9, 2025, 11:42pm UTC](https://community.gravityforms.com/t/mapping-gravity-form-uploaded-files-to-salesforce/18742 "2025-01-09T23:42:56Z")
I’m told Gravity Forms can’t pass an uploaded file to salesforce. Has anyone found a work around, perhaps using a SF flow to create a the content version record? I don’t understand the file upload mapping- Cheers --- ## [Anyone working with Salesforce \> Payments2Us?](https://community.gravityforms.com/t/anyone-working-with-salesforce-payments2us/18621)
**Author:** [@wordpressgfdev002](https://community.gravityforms.com/u/wordpressgfdev002)\ **Replies:** 0\ **Last updated:** [December 10, 2024, 3:15pm UTC](https://community.gravityforms.com/t/anyone-working-with-salesforce-payments2us/18621 "2024-12-10T15:15:52Z")
Just wondering what your experience is and what you achieved with GF for this integration? --- ## [Salesforce Plugin Beta Issues](https://community.gravityforms.com/t/salesforce-plugin-beta-issues/18385)
**Author:** [@user5ac51250baafd1.7](https://community.gravityforms.com/u/user5ac51250baafd1.7)\ **Replies:** 1\ **Last updated:** [October 24, 2024, 2:49am UTC](https://community.gravityforms.com/t/salesforce-plugin-beta-issues/18385 "2024-10-24T02:49:13Z")
I am trying to use the new Salesforce Beta plugin and cannot seem to get it to connect to our Salesforce account. I’ve tried using both manual connection and user login methods without success. On the other hand, I’ve … --- ## [Salesforce and Gravity Forms integration](https://community.gravityforms.com/t/salesforce-and-gravity-forms-integration/18173)
**Author:** [@user5cb86b8f52413292](https://community.gravityforms.com/u/user5cb86b8f52413292)\ **Replies:** 0\ **Last updated:** [September 10, 2024, 11:40am UTC](https://community.gravityforms.com/t/salesforce-and-gravity-forms-integration/18173 "2024-09-10T11:40:42Z")
Hello, anyone use Gravity Forms and Salesforce CRM? We’re struggling with two things via the plug in: resurfacing data FROM salesforce, to a gravity forms and back again to Salesforce with changed details. custom objec… --- ## [Name field advice](https://community.gravityforms.com/t/name-field-advice/18151)
**Author:** [@hairyhobo](https://community.gravityforms.com/u/hairyhobo)\ **Replies:** 2\ **Last updated:** [September 11, 2024, 5:40pm UTC](https://community.gravityforms.com/t/name-field-advice/18151 "2024-09-11T17:40:03Z")
Hello, just after some advice and opinons on what i could do about this situation with our forms. https://visionscotland.com/student-offer/ Above is a link to a form we use on various landing pages, same form layout bu… --- ## [Gravity Forms/Webhooks/Salesforce](https://community.gravityforms.com/t/gravity-forms-webhooks-salesforce/17876)
**Author:** [@dducharm](https://community.gravityforms.com/u/dducharm)\ **Replies:** 0\ **Last updated:** [July 19, 2024, 7:15pm UTC](https://community.gravityforms.com/t/gravity-forms-webhooks-salesforce/17876 "2024-07-19T19:15:34Z")
I downloaded the webhooks add-on to our org’s gravity forms in Word Press. I created a webhook that successfully pushes information from form entries to the web-to-lead process in Salesforce (currently pushing to our san… --- ## [How do I map hidden fields to Salesforce Fields?](https://community.gravityforms.com/t/how-do-i-map-hidden-fields-to-salesforce-fields/17874)
**Author:** [@thriveworks](https://community.gravityforms.com/u/thriveworks)\ **Replies:** 0\ **Last updated:** [July 18, 2024, 10:41pm UTC](https://community.gravityforms.com/t/how-do-i-map-hidden-fields-to-salesforce-fields/17874 "2024-07-18T22:41:27Z")
I’m using the Gravity Forms Integration in Wordpress. My question is very similar to this one - Mapping Hidden field to Salesforce Reference field (i.e. AccountID, Recordtype, ect.), although it seems like it was never … --- ## [ReCAPTCHA doesn't seem to work as expected](https://community.gravityforms.com/t/recaptcha-doesnt-seem-to-work-as-expected/17806)
**Author:** [@lackmartinez](https://community.gravityforms.com/u/lackmartinez)\ **Replies:** 7\ **Last updated:** [July 10, 2024, 5:29am UTC](https://community.gravityforms.com/t/recaptcha-doesnt-seem-to-work-as-expected/17806 "2024-07-10T05:29:24Z")
Hi Community, I am currently using Gravity Forms on our website via Wordpress. To ensure security from bots, we added our reCAPTCHA key and added the form to our website however, we are still getting spam entries on our… --- ## [Error while creating Lead (The HTTP entity body is required, but this request has no entity body.)\*\*](https://community.gravityforms.com/t/error-while-creating-lead-the-http-entity-body-is-required-but-this-request-has-no-entity-body/17480)
**Author:** [@user65f233a09123b119](https://community.gravityforms.com/u/user65f233a09123b119)\ **Replies:** 1\ **Last updated:** [May 23, 2024, 12:38pm UTC](https://community.gravityforms.com/t/error-while-creating-lead-the-http-entity-body-is-required-but-this-request-has-no-entity-body/17480 "2024-05-23T12:38:56Z")
The entry was not added to Salesforce because: Error while creating Lead (The HTTP entity body is required, but this request has no entity body.) . --- ## [How to multi-upload images and send to zapier and then salesforce](https://community.gravityforms.com/t/how-to-multi-upload-images-and-send-to-zapier-and-then-salesforce/17166)
**Author:** [@user63bc923f0bdd6596](https://community.gravityforms.com/u/user63bc923f0bdd6596)\ **Replies:** 3\ **Last updated:** [April 18, 2024, 5:39pm UTC](https://community.gravityforms.com/t/how-to-multi-upload-images-and-send-to-zapier-and-then-salesforce/17166 "2024-04-18T17:39:42Z")
Hi, i have a multistage GF form that send data to apier and from there to salesforce, i have the upload fields as image1, image2 , see capture: the problem is that i want to have only 1 upload field that users can se… --- ## [How to Use Salesforce Authentication in jQuery?](https://community.gravityforms.com/t/how-to-use-salesforce-authentication-in-jquery/16637)
**Author:** [@z0qstack](https://community.gravityforms.com/u/z0qstack)\ **Replies:** 0\ **Last updated:** [January 15, 2024, 3:29pm UTC](https://community.gravityforms.com/t/how-to-use-salesforce-authentication-in-jquery/16637 "2024-01-15T15:29:15Z")
As I am authenticated to Salesforce in Gravity Forms and I added a custom jQuery script, I would like to use the authorization token to execute custom jQuery calls to SalesForce. Is it possible to get the Authorization … --- ## [Do I need custom Javascript to have the Time Zone pass through my form to Salesforce CRM?](https://community.gravityforms.com/t/do-i-need-custom-javascript-to-have-the-time-zone-pass-through-my-form-to-salesforce-crm/16387)
**Author:** [@user62ed8293baa2c322](https://community.gravityforms.com/u/user62ed8293baa2c322)\ **Replies:** 0\ **Last updated:** [November 30, 2023, 4:01pm UTC](https://community.gravityforms.com/t/do-i-need-custom-javascript-to-have-the-time-zone-pass-through-my-form-to-salesforce-crm/16387 "2023-11-30T16:01:43Z")
Building out a gravity form where I need the time zone to pull from the area code or IP address and pass as a hidden field into Salesforce CRM. Do I need custom Javascript or is there an easy way to do this on the gravit… --- ## [Signature Add-On and Salesforce](https://community.gravityforms.com/t/signature-add-on-and-salesforce/15747)
**Author:** [@kyle.lewis](https://community.gravityforms.com/u/kyle.lewis)\ **Replies:** 0\ **Last updated:** [August 22, 2023, 3:08am UTC](https://community.gravityforms.com/t/signature-add-on-and-salesforce/15747 "2023-08-22T03:08:01Z")
Is anyone else using the Signature Add-On and the Salesforce integration? I can not get the actual signature to sync with Salesforce when it creates a case. I have it set to add it to files, but all that comes over is a … --- ## [Pass checkbox values as string](https://community.gravityforms.com/t/pass-checkbox-values-as-string/15091)
**Author:** [@jodzeee](https://community.gravityforms.com/u/jodzeee)\ **Replies:** 2\ **Last updated:** [May 8, 2023, 4:47am UTC](https://community.gravityforms.com/t/pass-checkbox-values-as-string/15091 "2023-05-08T04:47:55Z")
I’m trying to send values from a checkbox field to Salesforce but I think it needs to be in a string instead of individual values. Is it possible to do this? e.g., option 1, option 2, option 3 … instead of: option 1 … --- ## [Mapping Hidden field to Salesforce Reference field (i.e. AccountID, Recordtype, ect.)](https://community.gravityforms.com/t/mapping-hidden-field-to-salesforce-reference-field-i-e-accountid-recordtype-ect/14727)
**Author:** [@user6400ba0ac1508248](https://community.gravityforms.com/u/user6400ba0ac1508248)\ **Replies:** 1\ **Last updated:** [March 20, 2023, 10:21pm UTC](https://community.gravityforms.com/t/mapping-hidden-field-to-salesforce-reference-field-i-e-accountid-recordtype-ect/14727 "2023-03-20T22:21:51Z")
I keep getting an API error when I try to map a hidden field to a reference field in SFDC. Get message anytime I try to sync hidden field value to AccountID on the contact, or anytime I try to map to a specific recordt… --- ## [Blocked editing form with WP Gravity Forms Salesforce Pro](https://community.gravityforms.com/t/blocked-editing-form-with-wp-gravity-forms-salesforce-pro/14290)
**Author:** [@brinkmann.sophie](https://community.gravityforms.com/u/brinkmann.sophie)\ **Replies:** 2\ **Last updated:** [January 24, 2023, 6:18am UTC](https://community.gravityforms.com/t/blocked-editing-form-with-wp-gravity-forms-salesforce-pro/14290 "2023-01-24T06:18:25Z")
Our forms are getting blocked after mapping some fields with the Salesform plugin. After mapping some fields it is not possible to add, edit or delete any form elements anymore. These are the two errors we get: Uncaugh… --- ## [Can gravity form work without wordpress?](https://community.gravityforms.com/t/can-gravity-form-work-without-wordpress/13134)
**Author:** [@kritikgarg240194](https://community.gravityforms.com/u/kritikgarg240194)\ **Replies:** 1\ **Last updated:** [July 28, 2022, 12:50pm UTC](https://community.gravityforms.com/t/can-gravity-form-work-without-wordpress/13134 "2022-07-28T12:50:57Z")
I am new to gravity form. And I am looking for a solution to create a public forum. In my use case, I would like to push data into Salesforce. I am using the following guide to create a public forum. I follow the steps … --- ## [Native Salesforce web-to-lead integration in Gravity Forms](https://community.gravityforms.com/t/native-salesforce-web-to-lead-integration-in-gravity-forms/12663)
**Author:** [@MarketingU](https://community.gravityforms.com/u/MarketingU)\ **Replies:** 1\ **Last updated:** [May 27, 2022, 1:40pm UTC](https://community.gravityforms.com/t/native-salesforce-web-to-lead-integration-in-gravity-forms/12663 "2022-05-27T13:40:41Z")
Hi everyone, I am trying to link GF to Salesforce via native integration which is available in GF. I know it can work as we have a web-to-case set up that way and it’s working fine: user fills in info in GF and it goes … --- ## ["Submit and Add Another" and "Submit and Finish" Buttons](https://community.gravityforms.com/t/submit-and-add-another-and-submit-and-finish-buttons/12459)
**Author:** [@marco.perez](https://community.gravityforms.com/u/marco.perez)\ **Replies:** 2\ **Last updated:** [May 2, 2022, 1:49pm UTC](https://community.gravityforms.com/t/submit-and-add-another-and-submit-and-finish-buttons/12459 "2022-05-02T13:49:28Z")
Hello, I’m building forms that are designed to capture parent and an unknown number of children’s data. The parent fills out their info and the “Submit and Continue” button sends data to Salesforce and directs them to an… --- ## [Can't view all my Salesforce Contact fields after adding new license number](https://community.gravityforms.com/t/cant-view-all-my-salesforce-contact-fields-after-adding-new-license-number/12446)
**Author:** [@lkrefski](https://community.gravityforms.com/u/lkrefski)\ **Replies:** 1\ **Last updated:** [April 25, 2022, 2:00pm UTC](https://community.gravityforms.com/t/cant-view-all-my-salesforce-contact-fields-after-adding-new-license-number/12446 "2022-04-25T14:00:42Z")
I recently purchased a Pro license. I then went to Add a Salesforce feed. I selected Contact as the Salesforce Object and then tried to select Business Phone from the dropdown but Business Phone wasn’t even listed. I can… --- ## [Hidden field altered by multiple other fields](https://community.gravityforms.com/t/hidden-field-altered-by-multiple-other-fields/12300)
**Author:** [@marco.perez](https://community.gravityforms.com/u/marco.perez)\ **Replies:** 1\ **Last updated:** [April 5, 2022, 10:03pm UTC](https://community.gravityforms.com/t/hidden-field-altered-by-multiple-other-fields/12300 "2022-04-05T22:03:47Z")
Hi, I would like to have a hidden checkbox that changes if any other field has a certain value. This is very similar to conditional logic but instead of it changing visibility, it changes value. I am using CRM Perks to … [Next page](https://community.gravityforms.com/tag/salesforce/23.md?match_all_tags=true&page=1&tags%5B%5D=salesforce)