How can I make Salesforce integration work?

  • Profile Image
    e2f
    Asked on December 29, 2016 at 01:47 PM

    Our organization has setup Salesforce integration on the form below:

    https://www.jotform.com//?formID=61896402810153 

    Form Name - Get a Quote

    This integration does not seem to work at all. No contacts created in SFDC. Please help. We are mapping with standard fields in enterprise edition.

     

     

     

     

  • Profile Image
    Nik_C
    Answered on December 29, 2016 at 03:29 PM

    When I checked your integration with Salesforce on that form I found out that there is one field that is not integrated:

    So please try either removing that field or integrate it properly and let us know if that helped.

    Thank you!

     

  • Profile Image
    e2f
    Answered on January 02, 2017 at 12:45 PM

    Thanks for answering this. We tried removing the Address field from integration list and we could not. Every time we saved it the field reappears in non integrated state. Could you please help us removing this. We also tried saving a value against it but did not work. 

  • Profile Image
    Welvin
    Answered on January 02, 2017 at 01:42 PM

    I tried the integration and it's working.

    Please try it with just the name and email, see if that works. Also, note that you have selected to update existing contact to Salesforce so when testing, make sure to use a unique name and email in the form.

    As for the address field, I can replicate the problem but I don't think it's causing the problem. But this is clearly a glitch. I will report this to our developers in a new thread. Thank you for letting us know here. 

  • Profile Image
    e2f
    Answered on January 03, 2017 at 12:46 PM

    Hi,

    Thanks for you reply again. As suggested, I tried with just the name and email to check and still not working. Could you please check current setup of the form and let us know how to resolve this issue ?

     

     

     

  • Profile Image
    Nik_C
    Answered on January 03, 2017 at 02:31 PM

    I checked your form, I cloned it and did a test submission and it worked fine. Also, I checked your setup and I didn't see anything wrong (except the address field not integrated again). But, again, I tried without the address field and it worked.

    What you could check is if your fields on Salesforce's side are matching the type of fields in your form. Meaning if phone number is type number, text area is text etc.

    I'm not sure what else could be the cause.

    Please check and get back to us.

    Thank you!

  • Profile Image
    e2f
    Answered on January 12, 2017 at 06:53 AM

    Hi, we have figured out the issue. It was related to field level permission not assigned to integration user. Now submissions are working fine. Thanks.