- darshan17Asked on October 26, 2017 at 06:35 AM
I am trying to integrate jot forms with my client's Salesforce Sandbox. I added the integration and Jotform is able to authentic the credentials. However, when I select "Lead" object to send the Form records to, it gave only Standard Field, but not able to get custom Field of leads.
whenever i was trying to integration with the help of zapier, that time i was able to get both standard and custom field of leads.
so question is that can I access the Custom field directly integration with JotForm without any third party tool like Zaiper.
I also attached screen sort please find and Help me.
- JotForm SupportKiranAnswered on October 26, 2017 at 10:09 AM
It looks like the custom fields from the Salesforce lead is not displaying in the map fields of the integration. Please allow me some time to check on this and get back to you with relevant information.
Thank you for your patience.
- JotForm SupportKiranAnswered on October 27, 2017 at 01:12 PM
Thank you for being patient. I have tested the Salesforce integration again on my test form. I see that the custom fields from the lead is now displaying normally in the integration wizard.
Following the screenshot from the Salesforce Lead custom fields.
Please try logging into JotForm account using a private/incognito window and see how it works. Please get back to us if the issue still persists. We will be happy to assist you further.
- darshan17Answered on October 28, 2017 at 08:26 AM
Hi, Kiran Thanks for replied!.
but problem is that if i am doing with my dev org it is work properly and show the all custom field in JotForm.
but in Client Send box, i am not able to access Custom field of Leads.
so what can i do, please reply.
- JotForm SupportTREVONAnswered on October 28, 2017 at 12:30 PM
Thank you for contacting us.
When enabling API permissions in Saleforce, did you allow the API to have full access of the account? This is under systems permissions set in Salesforce.