- JoanmcmAsked on February 01, 2018 at 11:10 AM
I emailed firstname.lastname@example.org on 1/31/2018 and have not received a reply. Attached is the email I sent.
The integration process is very unclear. When you click on "Complete Integration" does that mean the setup is complete or does it mean the integration is running? I cannot find anywhere in the integration section where I am supposed to initiate (run) the integration.
- JoanmcmAnswered on February 01, 2018 at 11:12 AM
I was unable to attach the email I sent to support
- JotForm SupportJohn_BensonAnswered on February 01, 2018 at 11:59 AM
My colleagues are already assisting you on this thread: https://www.jotform.com/answers/1332141
Is that related to this new thread? If yes, I suggest replying to that thread to avoid confusion.
If not, please try to remove the integration and re-integrate it again by following this guide: https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce
If the issue still persists, please try using a different internet browser.
Let us know how it goes. Thank you.
- JoanmcmAnswered on February 01, 2018 at 12:38 PM
I followed your instructions and those in the linked guide. The same thing happens. No data is transferred. I set up the integration to only transfer one field until I am sure it is working. Once the integration actually transfers that one field of data, I will map the additional fields.
Please note that I have been trying to get the integration working - first with the sandbox and now with production - for more than one month. Here is the screen I have after following your directions:
- JoanmcmAnswered on February 01, 2018 at 12:54 PM
In response to this email I just received:
Answered by Nik_C
Thank you for additional information. I found only this thread https://www.jotform.com/answers/1369674 as the most recent one. I see my colleague attended it already.
If the issue related to this thread persists or reappears please let us know.
Yes, it persists. I have yet to get the integration to transfer data. Have any of your users successfully integrated Jotform with Salesforce?
- JotForm SupportNeilVicenteAnswered on February 01, 2018 at 12:58 PM
When you click 'Complete the integration', it means the integration has been set up for your form. New form submissions will be sent to SalesForce from that point onwards.
Were you instead expecting old form submissions to be sent en masse to SalesForce?
- JoanmcmAnswered on February 01, 2018 at 01:01 PM
Yes! Is that not possible?
- JotForm SupportNeilVicenteAnswered on February 01, 2018 at 01:05 PM
Currently, it is not possible for SalesForce, but we can open a feature request ticket for this and have it implemented as soon as time permits.
- JoanmcmAnswered on February 01, 2018 at 01:10 PM
Yes, please. Is there a way to replicate the travel survey so that the integration thinks they are new records/surveys?
We are trying to get as much of our data into Salesforce as possible. Unfortunately, we did not have the travel survey fields set up in Salesforce before we distributed the Travel Survey to our volunteers.
- JotForm SupportNik_CAnswered on February 01, 2018 at 01:38 PM
I have forwarded this to our backend team for a possible implementation.
We will inform you via this thread once/if this feature becomes available.
- JoanmcmAnswered on February 01, 2018 at 01:39 PM
Ok. Thank you.
- JotForm SupportNeilVicenteAnswered on February 11, 2018 at 02:54 AM
This feature is now available.
Hope you find this useful.
- Joan McMahonAnswered on February 11, 2018 at 02:35 PM
This is awesome! Thanks so much!
- JoanmcmAnswered on February 23, 2018 at 03:28 PM
The integration stopped working because the security token was updated by Salesforce and Salesforce required me to change my password. I don't know which of those broke the integration.
We have had 11 form submissions since the integration stopped. The option you showed me "add existing contacts to Salesforce" is not on my form. Why is that? How can I fix it so that those 11 submissions are sent to Salesforce?
- JotForm SupportNik_CAnswered on February 23, 2018 at 04:28 PM
We're sorry for this inconvenience.
I checked your form and I see that the option is not showing, but I tested on my new test form and the option is there.
Could you please try to re-integrate your form, I cleared your forms cache, so please check if the option is showing.
We'll wait for your response.
- JoanmcmAnswered on February 23, 2018 at 04:39 PM
That worked. The option is there now. However, I have to do the mapping all over again :(
Thanks for your help!
- JoanmcmAnswered on February 23, 2018 at 05:08 PM
I don't know what is happening. The option was there and checked. After I finished the mapping and clicked "complete integration" the integration is not working and when I went back in with "edit" the option is gone.
- JotForm SupportMarvihAnswered on February 23, 2018 at 06:39 PM
It seems that the function "Add existing contact" works once only. It will forcefully push the Existing Contact/Submission on your form into your Salesforce contact list.
In short it will sync all your Current Contacts/Submission data into your salesforce contact list.
So it doesn't show when you check "Edit Integration" since it is already synced .