SalesForce: a feature to select a Record Type in the integration settings

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    mflanagan
    Asked on April 11, 2017 at 01:18 PM
    I would also like this feature for contacts in Salesforce.  Any update?
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    KadeJM
    Answered on April 11, 2017 at 01:22 PM

    Are you referring to selecting the record type in Salesforce?

    If so, this is already possible.

    Please see https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce for more details about it.

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    mflanagan
    Answered on April 11, 2017 at 01:30 PM

    When a new contact is created I am asked to first select the below contact record type.  Is there a way for JotForm to do that and then create the new contact with the mapped fields?

     

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    Welvin
    Answered on April 11, 2017 at 03:44 PM

    Unfortunately, there is no option in our SalesForce integration to automatically set a record type. You will have to do it manually as far as I could see it. I'm requesting this feature to our backend team. We cannot promise any timeframe for this, but if there are updates, you should know it through this thread.

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    NeilVicente
    Answered on May 01, 2017 at 08:59 AM

    Hi there,

    This feature is now available.

    You may select the record type after you have chosen the object (Lead/Contact/Account) you want to create.

    Do let us know if you have any comments or suggestions or if you need help with anything related to JotForm.

    Best,

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    mflanagan
    Answered on May 05, 2017 at 06:03 AM

    I am not seeing this new feature.  Can you help?

     

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    liyam
    Answered on May 05, 2017 at 08:16 AM

    Hello,

    Have you tried removing the integration, refreshing the form builder and integrating the form again to see if the missing options will appear?

    Thanks.

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    mflanagan
    Answered on May 05, 2017 at 08:37 AM

    Yes, I have tried to do that and it still does not appear.  

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    Mike
    Answered on May 05, 2017 at 09:50 AM

    We will check this and get back to you.