Salesforce Objects

  • Resolved iwlorenz

    (@iwlorenz)


    5 years, 5 months ago

    I am not super familiar with Salesforce. I installed your plugin for our client. They performed the account connection and it does report as connected. To complete the setup process, I am on the Salesforce Feeds tab; I select Add New > select the connected salesforce account > select a form from the dropdown list of cf7 forms > for #4 it says “select a salesforce object” but there is nothing in the dropdown. What does this mean – does something need to be setup in SF? I can’t seem to find help for this anywhere online.

    • This topic was modified 5 years, 5 months ago by iwlorenz.

    The page I need help with: [log in to see the link]

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Asif

    (@asif876)

    i think Salesforce API is not available in your salesforce org.
    which salesforce edition you are using , professional ?

    please try web 2 lead https://www.screencast.com/t/RZshOBk3
    you can get free help here https://www.crmperks.com/contact-us/

    Thread Starter iwlorenz

    (@iwlorenz)

    Thank you Asif. That was very helpful and although they were using the Professional version, they do not have the API Upgrade. We changed the selection from API to Web to Lead…, and the feed fields became available and the form connected.

    We do have one additional question, however. In the fields mapping (Feeds), there doesn’t seem to be a field for Phone. Is that due to something in their Salesforce settings or does that have to do with the plugin?

    Plugin Author Asif

    (@asif876)

    sorry , currently phone fields and salesforce custom fields are available in pro version only

Viewing 3 replies - 1 through 3 (of 3 total)
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