SalesForce Integration: Not updating contacts

  • Profile Image
    platinumstrategies
    Asked on February 01, 2018 at 02:27 PM

    I am a representative here at FMG Suite, and we design websites for financial advisors. We have a company account with JotForm, but one of the forms we created for an advisor is not connecting/integrating with their SalesForce account. I received a reply from Ardian_L,:


    "Can you please follow the instructions on the link below:

    https://www.jotform.com/blog/54-Flexible-Data-Integration-with-Salesforce

    Let us know if you have any other question."

    I do have another question because:

    We have been able to do this previously, but no emails are being sent to the SalesForce as we have integrated it. It seems to being working but no emails are coming through to notify us with all the information.

  • Profile Image
    aubreybourke
    Answered on February 01, 2018 at 04:15 PM

    1) Please try resetting your security token:-

    Click on your username in the top right corner

    Choose "Setup" from the menu

    Click "My Personal Information"

    Click "Reset your security token" and follow the steps provided


    2) Then in Jotform delete your integration, and re-integrate again. Map you fields again. Then do a test submission. 


    Hope that helps!