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

  • mflanagan
    Asked on April 11, 2017 at 1:18 PM
    I would also like this feature for contacts in Salesforce.  Any update?
  • KadeJM
    Replied on April 11, 2017 at 1:22 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.

  • mflanagan
    Replied on April 11, 2017 at 1:30 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?

    SalesForce: a feature to select a Record Type in the integration settings Image 1 Screenshot 20

     

  • Welvin Support Team Lead
    Replied on April 11, 2017 at 3:44 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.

  • NeilVicente
    Replied on May 1, 2017 at 8:59 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.

    SalesForce: a feature to select a Record Type in the integration settings Image 1 Screenshot 20

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

    Best,

  • mflanagan
    Replied on May 5, 2017 at 6:03 AM

    I am not seeing this new feature.  Can you help?SalesForce: a feature to select a Record Type in the integration settings Image 1 Screenshot 20

     

  • liyam
    Replied on May 5, 2017 at 8:16 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.

  • mflanagan
    Replied on May 5, 2017 at 8:37 AM

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

  • Mike
    Replied on May 5, 2017 at 9:50 AM

    We will check this and get back to you.