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

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

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

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

    Answered by Welvin 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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    JotForm Support

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

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

     

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    JotForm Support

    Answered by liyam 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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    Answered by mflanagan 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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    JotForm Support

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

    We will check this and get back to you.