Salesforce Integration:Ability to push existing data to Salesforce

  • Profile Image
    Joanmcm
    Asked on February 01, 2018 at 11:10 AM

    I emailed support@jotform.com 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.

  • Profile Image
    Joanmcm
    Answered on February 01, 2018 at 11:12 AM

    I was unable to attach the email I sent to support

  • Profile Image
    John_Benson
    Answered 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.

  • Profile Image
    Joanmcm
    Answered 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:

    1517506561Latest Jotform Integration att

  • Profile Image
    Joanmcm
    Answered 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.


    Thank you!

    Yes, it persists.  I have yet to get the integration to transfer data.  Have any of your users successfully integrated Jotform with Salesforce?

  • Profile Image
    NeilVicente
    Answered 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?

  • Profile Image
    Joanmcm
    Answered on February 01, 2018 at 01:01 PM

    Yes!  Is that not possible?

  • Profile Image
    NeilVicente
    Answered 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.

  • Profile Image
    Joanmcm
    Answered 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.


  • Profile Image
    Nik_C
    Answered 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.

    Thank you!

  • Profile Image
    Joanmcm
    Answered on February 01, 2018 at 01:39 PM

    Ok.  Thank you.

  • Profile Image
    NeilVicente
    Answered on February 11, 2018 at 02:54 AM

    This feature is now available. 

    15183356391369674.png

    Hope you find this useful.

    Cheers!

  • Profile Image
    Joan McMahon
    Answered on February 11, 2018 at 02:35 PM

    This is awesome!  Thanks so much!

  • Profile Image
    Joanmcm
    Answered 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?

    1519417718No Option for existing forms.j

  • Profile Image
    Nik_C
    Answered 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.

    Thank you!

  • Profile Image
    Joanmcm
    Answered 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!


  • Profile Image
    Joanmcm
    Answered 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.

  • Profile Image
    Marvih
    Answered 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 .