Salesforce integration Questions

  • Profile Image
    Mendelpopack
    Asked on November 01, 2017 at 02:54 PM

    These may be more of Salesforce questions, but any help would be much appreciated - especially with the last question.

    Our org uses Salesforce NPSP as a database, and Jotform as an online form and payment system for event registration and payments. Jotform is meant to integrate with Salesforce, a feature we are about to explore. 

     A few questions:

    1. Does the payment part of the form integrate with Salesforce?

    2. When a form is connected to Salesforce, does it recognize current contacts, and not create duplicates?

    3. When a form entry has either a new contact, or new information about a current contact, does it have the functionality to create a new contact and/or update a current contact?

    Most important question:

    4. Is there a way in Salesforce to receive a notification that new information is being put in, and I can review and approve it before it is entered into the database?

    Thank you very much!

  • Profile Image
    Kiran
    Answered on November 01, 2017 at 04:04 PM

    1. Does the payment part of the form integrate with Salesforce?

    No. The payment field information (i.e., credit card information, etc.) cannot be sent to Salesforce. However, the product or amount billed can be sent to a text field in Salesforce.

    2. When a form is connected to Salesforce, does it recognize current contacts, and not create duplicates?

    3. When a form entry has either a new contact, or new information about a current contact, does it have the functionality to create a new contact and/or update a current contact?

    We have an option in the integration wizard whether the submission to be updated or duplicated in the Salesforce. Please see the screenshot below:

    150956626702112017_012714.png

    4. Is there a way in Salesforce to receive a notification that new information is being put in, and I can review and approve it before it is entered into the database?

    Unfortunately, the answer is No. Once the Salesforce is integrated to the form, the submission will be sent to Salesforce to lead/account/contact. 

    Hope this information helps! If you have any other questions, please let us know. We will be happy to help.