Salesforce Intgartion

  • Resolved pkapshe

    (@pkapshe)


    5 years, 6 months ago

    Hardly know anything about salesforce,

    I have created new account in salesforce and added organization ID in plugin. I created a simple form that includes Name and Email.
    My question is where I can find my submitted fields on Salesforce platform?
    Do we need to create any setting or any field on Salesforce platform as well?

    Kindly let me know…

Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Author brilliantplugins

    (@brilliantplugins)

    5 years, 6 months ago

    This plugin uses the WebToLead API, so you’d look in the Leads tab.

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

    Note that “Today’s Leads” is not recently added leads but leads that have had some activity today. Recent Leads is usually more useful, but YMMV.

    If you have future questions about Salesforce, please ask Salesforce support — we can only provide plugin specific support here.

    brigadier272

    (@brigadier272)

    5 years, 6 months ago

    HI there, I have added Salesforce ID and created a form. I’ve embedded into a live page via shortcode, completed form tests and the lead is not appearing in Leads area.

    Is there a step I have missed?
    Thanks

Viewing 2 replies - 1 through 2 (of 2 total)

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