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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    SalesForce: Ability to send duplicated values.

    Asked by cknoren on January 11, 2017 at 02:05 PM

    Hello!

    I am running into a major issue and had I known that this couldn't be adjusted, I would have searched for another provider. I would really like to ask your wonderful design team to have a new option on the Salesforce Integration to have an option to not overwrite duplicates.

    Currently the options are 1. Update Duplicate or 2. Don't Add if Already Exists

    I have spoken with Salesforce and there is no workaround for this. The whole reason we switched to Jotform was for a more robust design on our applications. Due to the nature of our work, we have multiple applicants for several positions, with this design Jotform has, I'm losing all previous applications apart from the most recent application in Salesforce or it is not going to Salesforce which is where our HR team manages the applicants.

     

    I beg you to look into this, it would make all the difference for us! 

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    JotForm Support

    Answered by Kevin_G on January 11, 2017 at 06:53 PM

    As far as I know this is not available at the moment and SalesForce will not allow to send the duplicated entries, I can also see you have asked this in another thread where you have already received a detailed answer for this: https://www.jotform.com/answers/1002011#1002194 

    Please, also do note that if this is not possible on the SalesForce ends then this will not be possible to implement even if we escalate this thread as a feature request. 

    If you have any question, let us know. 

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    Answered by cknoren on January 11, 2017 at 06:56 PM

    Yes, this was not a request for help, it is a request for a new feature as I think it would be extremely useful for more than just me. So is there a different forum to request features?

    Thanks!

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    JotForm Support

    Answered by Chriistian on January 12, 2017 at 01:22 AM

    The Support Forum is the only forum to request for adding a feature for integrations such as Salesforce and unfortunately, this is not possible to be implemented even if it is escalated to the development team.

    If you have other concerns, please let us know.
    Regards

     

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    Answered by cknoren on January 12, 2017 at 12:40 PM

    Why do you think it's not possible? It's good information because it's critical for our work, I'm just curious why it couldn't be done?

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    JotForm Support

    Answered by Kevin_G on January 12, 2017 at 02:35 PM

    As far as I know this is not possible in SalesForce itself; however, I will forward this to our developers so they will let us know if this is either possible or not. 

    Do note that this will be escalated as a feature request so in case that it is possible to send duplicated values this may take some time to be implemented, we cannot ensure an ETA, but we will let you know as soon as we receive updates regarding this. 

     

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    Answered by cknoren on January 12, 2017 at 03:04 PM

    Thanks, Kevin. I had a pretty extensive call with Salesforce yesterday and they said that duplicates are welcomed, but the Jotform perimeters prevent them. I'm not sure if this is helpful, but volunteering it simply in case it is. Thanks for looking into it!

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    JotForm Support

    Answered by Kevin_G on January 12, 2017 at 04:20 PM

    Thanks for the info, I have also provided a doc about it in the opened ticket, hopefully we can be updated as soon as possible regarding this.

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    JotForm Support

    Answered by NeilVicente on January 15, 2017 at 10:33 AM

    @cknoren

    The "Don't add if it already exists" option always attempts to create a record, but the result of which will depend on your SalesForce account's Duplicate Rules.

    If your Duplicate Rules allow duplicate entries, then a duplicate record will be created.

    With that said, we have update the wizard to accurately reflect the behavior of the Duplicate Check options—"Don't add..." is now "Use SalesForce Duplicate Rules".

    We hope this helps.