{"id":7122,"date":"2021-04-15T07:39:59","date_gmt":"2021-04-15T07:39:59","guid":{"rendered":"https:\/\/docs.campaignsuite.nl\/docs\/gravity-forms\/salesforce\/connect-to-salesforce\/"},"modified":"2021-05-11T20:10:01","modified_gmt":"2021-05-11T20:10:01","slug":"connect-to-salesforce","status":"publish","type":"docs","link":"https:\/\/docs.campaignsuite.nl\/en\/docs\/gravity-forms\/salesforce\/connect-to-salesforce\/","title":{"rendered":"Connect to Salesforce"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\tThe connection to Salesforce is always established when the visitor has completed the form completely. Unless you want to pre-fill the form Contact details (see the article Prefills based on ContactId <\/strong> <\/a> for more information about this).\n\nIndicate in the Salesforce settings of the form that a Salesforce connection must be established.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • Destination ID <\/strong>
    Select one of the available destinations from SalesForce here. A destination is a required field for a transaction to Converse.<\/li>
  • Campaign ID <\/strong>
    Choose a campaign from Salesforce to either associate a transaction or a Contact (if one is created or found). A campaign is also required for a transaction to Converse.<\/li>
  • Create Campaign Member <\/strong>
    If you check this option, a CampaignMember object will be created after the visitor has completed the form. If the Contact is already a member of the campaign, nothing will happen.<\/li>
  • Delete submission immediately <\/strong>
    It is possible to set a form that the created submission must be deleted immediately after the visitor has completed the form. This is often used at Preference centers. This allows, for example, a Contact to update his \/ her data (or newsletter registrations). To prevent too many entries, these can be deleted immediately.
    PLEASE NOTE <\/strong> <\/span>: this cannot be undone.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Depending on your Customer Payment Management platform (Converse or Findock), a few more options will appear in this list.<\/p>

    Converse<\/h4>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    • Allow deduplication <\/strong>
      By default this option is set to Yes and is linked to the Converse API field AllowDeduplication <\/em>.<\/li>
    • Allow data enrichment
      <\/strong> By default this option is set to Yes and is linked to the Converse API field AllowDataEnrichment <\/em>.<\/li><\/ul>

      Findock v1<\/h4>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      • Contact options
        <\/strong> Choose what to do if Findock finds an existing Contact. Overwrite, fill in empty fields only or do nothing<\/li>
      • Account options
        <\/strong> Choose what to do if Findock finds an existing Account. Overwrite, fill in empty fields only or do nothing<\/li>
      • Allow deduplication <\/strong>
        By default this option is set to Yes and is linked to the Findock API field allowDeduplication <\/em>.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        \r\n <\/i>\r\n
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        Note<\/h5>\r\n

        The Converse and Findock options mentioned above will be hidden as soon as you choose in the CampaignSuite settings to use the Plauti Duplicate Check App. That is because the App then takes over all the logic of saving the Contact and Account and not Converse or Findock.<\/p>\n <\/div>\r\n <\/blockquote>\r\n \r\n \r\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

        The connection to Salesforce is always established when the visitor has completed the form completely. Unless you want to pre-fill the form Contact details (see the article Prefills based on ContactId for more information about this). Indicate in the Salesforce settings of the form that a Salesforce connection must be established. Destination ID Select one […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":7079,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7122","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7122","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/comments?post=7122"}],"version-history":[{"count":18,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7122\/revisions"}],"predecessor-version":[{"id":7335,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7122\/revisions\/7335"}],"up":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7079"}],"wp:attachment":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/media?parent=7122"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/doc_tag?post=7122"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}