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    How do I map drop down fields in my JotForm to Salesforce?

    Asked by ctimusic on October 01, 2012 at 02:14 PM

    I've been able to map most of my fields in my form to the corresponding fields in Salesforce, but the questions on my form that are drop down or radio button types don't show up as possible fields for mapping in the integration section. Is there any way to get those fields to be included in the integration? The Salesforce fields they are mapping to are blank text fields, but even changing the field type in Salesforce to picklist doesn't seem to make those fields on my form available.

    For example, on the first page the "What program are you applying for" "What fulltime tour are you interested in?" and "What summer tour are you interested in?" aren't available as fields.

    Page URL:
    http://form.jotform.us/form/22715493527155

    salesforce integration
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    JotForm Support

    Answered by NeilVicente on October 01, 2012 at 06:14 PM

    Did you just recently add these questions? If so, please try removing your current integration to Salesforce, then go through the integration process again.

    If it does not help, notify us immediately and we'll perform further investigation.

    Thanks!

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    Answered by ctimusic on October 02, 2012 at 09:56 AM

    I added the integration after completely building my form. Removing and re-adding the integration did not fix the issue.

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    Answered by ctimusic on October 02, 2012 at 10:12 AM

    Also, in testing the form without those questions integrated, I'm not able to get new records to show up in Salesforce. I'm certain my login credentials and security token is correct, however, as the list of Salesforce fields to map the JotForms questions to was entirely accurate. Attempts to reset and use a new security token have also failed.

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    JotForm Support

    Answered by Deygus on October 02, 2012 at 11:50 AM

    Hi and thank you for providing us with that information. Have you tried creating the necessary custom fields within Salesforce first then Integrating here on JotForm and mapping them to match jotform's form fields to see if that helps. It may be possible Salesforce is looking for the same fields depending on what you created within it.

    Pleaase refer to this guide to make sure you are doing it properly: http://www.jotform.com/blog/54-Flexible-Data-Integration-with-Salesforce-

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    Answered by ctimusic on October 02, 2012 at 02:48 PM

    Thank you for your quick response Deygus.

    I'm not sure I follow what you are saying. The custom fields were created in Salesforce first. I tied them to a form I used on a previous service without incident. Now that I'm evaluating migrating to JotForms, re-creating this form and the Salesforce integration within was one of my evaluation points before upgrading to a paid plan.

    I have been following the steps outlined in the blog post. I don't have any problem with my custom Salesforce fields showing up. My issue is that drop down fields don't show up from the JotForms side as options to map the the Salesforce fields that show up. (and, that it currently isn't creating any Salesforce records at all upon completion)

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    JotForm Support

    Answered by Deygus on October 02, 2012 at 03:02 PM

    You are welcome and I apologize for any confusion that I have caused you with my last response. I will need to do some more research on the problem and then I will get back to you shortly unless one of my colleagues is able to provide more info on the problem quicker along with a possible solution.

    May I ask which plan (edition) you are on within Sales force? 

    I also found in this thread per one of my colleagues that found out that we were apparently having an issue with the integration recognizing higher salesforce editions which would possibly explain why you aren't getting them to connect.

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    Answered by ctimusic on October 02, 2012 at 03:18 PM

    We're a non-profit, so our Salesforce instance was a donation from the Salesforce foundation. I believe that we're the equivalent of the Enterprise Edition, however. We are also running their set of customizations called the non-profit starter pack.

    Is there any possibility of a work around using the HTML salesforce generates via their web-to-lead form functionality via CURL? That was the integration method used on the previous system.

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    JotForm Support

    Answered by NeilVicente on October 02, 2012 at 06:43 PM

    @ctimusic

    Our current integration feature with Salesforce will work for Enterprise and Unlimited edition only.  If you are not able to receive new records with even just the available fields for mapping, then most likely, your Salesforce account is incompatible.

    Is there any possibility of a work around using the HTML salesforce generates via their web-to-lead form functionality via CURL? That was the integration method used on the previous system.

    This can be made possible by meticulously incorporating the [JotForm-created] form's full source code with the web-to-lead form generated by Salesforce.

    However, this would mean that the form will lose most, if not all, functionalities it enjoys with JotForm. Email alerts will not trigger, data will not be stored in our server, etc. It would be like using JotForm only as a form designer.

    I am afraid there isn't any easy way to integrate JotForm to Salesforce other than the existing API method.

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    Answered by ctimusic on October 02, 2012 at 09:41 PM

    @NeilVicente - nope, that's not the issue. I just confirmed that we're on the Enterprise Edition of Salesforce. (see picture)


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    JotForm Support

    Answered by jonathan on October 02, 2012 at 10:28 PM

    @ctimusic

    Hi, it is possible that the allowed custom fields type is limited to textbox type only. Since you are trying it on dropdown selection field, this could probably the reason it could not get included in the integration.

    This thread confirmed that mapping to custom fields in SF is now possible. It just was not stated if there is limitation on the type of field/s allowed.

    I have included this post in thread with the feature ticket to get appropriate response from our Next Level support on your inquiry.

    We will update this post as soon as we get the response.

    Thanks.

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    JotForm Support

    Answered by jonathan on October 03, 2012 at 04:30 AM

    @ctimusic

    We got the confirmation from our dev team that the option for mapping custom fields in Salesforce using other types of field such as dropdown or radio options is not yet possible. But there is a possibility that it maybe included as well.  We just cannot provide you any ETA when this will happen for now.

    Hope this answers your inquiry now.

    Thanks.

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    Answered by ctimusic on October 03, 2012 at 10:36 AM

    Thank you, Jonathan. That does answer my question about the drop down fields.

    Any idea why I wouldn't be getting any records at all for the fields that are mapped? As stated above, I have confirmed we are using the Enterprise Edition.

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    JotForm Support

    Answered by Mike_T on October 03, 2012 at 04:23 PM

    Please remove the Salesforce integration from your form, and then re-integrate it to see if that makes any difference.

    If that does not help, please let us know, so we will be able to forward the problem to our Next Level Support.

    Thank you for your cooperation in this matter.

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    Answered by ctimusic on October 04, 2012 at 10:31 AM

    Hi Mike_T,

    Thank you for your reply.

    Removing and reintegrating was the first troubleshooting step we tried. (Please see NeilVicente's post on October 1st and my followup) It did not work. Please forward my problem to someone who can help me with this issue.

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    JotForm Support

    Answered by EduardoMendez on October 04, 2012 at 10:54 AM

    @ctimusic

    I have forwarded your problem to next level support.  Thank you for your patience.  

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    Answered by ctimusic on October 04, 2012 at 12:16 PM

    @EduardoMendez

    Here's some additional information that may help. I removed the integration entirely and started adding it back in page by page. When I just did the fields on the first page, it was fine. Same with the added integrations on the second through fourth pages. However, once I mapped the fields on the fifth page of my form it broke. Is there a data limit to how many questions on a webform you can integrate, and adding the questions on the fifth page was enough to cross the line? Again, it handles integration with the first four pages mapped without a problem

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    JotForm Support

    Answered by EduardoMendez on October 04, 2012 at 12:33 PM

    Thank you for the input!

    Your comments have been noted on the ticket.  Thank you again for your patience!

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    Answered by ctimusic on October 05, 2012 at 11:29 AM

    Has there been any forward movement on my support ticket?

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    Answered by moonzkie on October 05, 2012 at 11:38 AM

    The next level support are still looking for a solution with regards to this issue. Thank you again for your patience!

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    Answered by emrew86 on October 10, 2012 at 09:58 AM

    Hi ctimusic, you have a problem with your SalesForce account. Can you check it again please ? By the way, SalesForce does not let Free users use API.

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    Answered by ctimusic on October 10, 2012 at 10:00 AM

    I just got locked out this moring. It should unlock itself in about 15 minutes. I'll let you know when I can get back in.

    I'm not a free user. I'm using the Enterprise Edition.

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    Answered by ctimusic on October 10, 2012 at 10:19 AM

    I've reset me security token and re-inputted my credentials. Is there really no way to change the security token without removing the integration entirely and setting it back up from scratch?

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    Answered by emrew86 on October 10, 2012 at 10:23 AM

    No, sorry...

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    Answered by olympusmath on October 22, 2012 at 07:24 PM

    Hello,

     

    I am not able to map jotform drop down to salesforce.  Is this not available or am I doing something incorrectly

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    Answered by jeanettebmz on October 22, 2012 at 08:59 PM

    @olympusmath

    Regarding to dropdown fields, as stated by our colleague Jonathan "We got the confirmation from our dev team that the option for mapping custom fields in Salesforce using other types of field such as dropdown or radio options is not yet possible"

    So, the developers team might consider to implement this in the near future if they see an increasing number of people requesting the same feature

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    Answered by GarvanFlow on September 12, 2013 at 01:47 AM

    any update on linking drop downs to Salesforce ?