Integration Jotform -> Salesforce

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    fabsob
    Asked on February 15, 2018 at 04:14 AM

    I'm trying to integrate web-to-lead with Jotform towards Salesforce. I want to create a new lead with field values from the Jotform-form when it's sent. I have installed the Salesforce integration on Jotform and enabled web-to-lead on Salesforce. I have mapped the fields from Jotform towards the fields in Salesforce. When I enter sample values in my form nothing happens on Salesforce. The form does send email with information to the email receiver of the form, but nothing happens in Salesforce as I mentioned.


    Is the Jotform sandbox working as intended? Or do I need to test on live in order to create new leads?

    The form I'm testing with is "boxy - ny".

  • Profile Image
    Victoria_K
    Answered on February 15, 2018 at 07:12 AM

    I have checked a form which you have mentioned and it seems that you are using Short Text Entry fields for your Name field and others. 

    1518696518The Easiest Online Form Builde

    But, it is highly recommended use the Full Name field, instead of Text Boxes, for all integrations and for Salesforce as well. 


    So, in order to make that all work, my recommendation is to check the fields of your form with this tutorial:

    Mastering-SalesForce-with-JotForm


    We will gladly assist you if you have more questions.

  • Profile Image
    fabsob
    Answered on February 26, 2018 at 07:15 AM

    I followed your tutorial and it is still not giving any leads in our Salesforce org. The form is called Salesforce - Lead. Do you see what could be going wrong here?

  • Profile Image
    Victoria_K
    Answered on February 26, 2018 at 08:39 AM

    Upon checking your integration with Salesforce, I have noticed that you have added a Long-Text Entry field and a Short-Text one to your integration. 

    1519652160The Easiest Online Form Builde

    Can I kindly ask you what is the type of this fields at your Salesforce end?

    The screenshot above is an example of where you should check.


    I'll wait for your reply.

  • Profile Image
    fabsob
    Answered on February 26, 2018 at 08:54 AM

    Hi,

    Source is text(250) and Additional information is text(255).

    There are some fields that aren't showing up when trying to map as well. Not sure why. For example Property which is a picklist and Storage size which is a picklist. I'm guessing it's due to type mismatch. How do I match a picklist? I'm using the dropdown in Jotform.


  • Profile Image
    Victoria_K
    Answered on February 26, 2018 at 10:39 AM

    From what you've replied, my recommendation is to use

    Text(100) for Source (as it is a ShortText Entry field) and

    Additional information as text(255).

    Can you please make this change and let me know how it goes?

    As to your other question, I can see that integration does not allow you to add more fields until you fix existing ones.

    1519659626The Easiest Online Form Builde

    We will wait for your reply.

  • Profile Image
    fabsob
    Answered on February 27, 2018 at 02:28 AM

    Hi,

    I've made the changes and it is still not working. 


    I also cannot match our lookup field named "Property" to Property in Jotform. Does this integration not support lookup fields?

  • Profile Image
    Victoria_K
    Answered on February 27, 2018 at 04:27 AM

    Let me clarify one more question:

    Is the Jotform sandbox working as intended? Or do I need to test on live in order to create new leads?

    Are you using your SandBox account at SalesForce to integrate? 

    Please note that you need to use SF sandbox credentials to test your integration in JotForm's sandbox mode.

    Other than using your Sandbox account, you can also create a Developers account with Salesforce to test the integration. This should work even if the Sandbox option is disabled.

    https://developer.salesforce.com/signup

  • Profile Image
    fabsob
    Answered on February 27, 2018 at 04:36 AM

    Yes, I'm using my Sandbox account at Salesforce to integrate. Logging in with efl@cityselfstorage.com on test.salesforce.com. Also clicking "sandbox" button on the integration page here on Jotform.

  • Profile Image
    Victoria_K
    Answered on February 27, 2018 at 06:57 AM

    Can you please try to remove your custom fields from integration and try if it works with just

    Name, Email, Phone Number and Address?

    Also I can suggest testing in live mode afterwards.

    Let me know how it goes.

  • Profile Image
    fabsob
    Answered on February 28, 2018 at 02:44 AM

    Unfortunately, I can't try if it works with just Name, Email, Phone Number and Address, because apparently Company Name is required...

    1519803828Uten navn.png
    The funny thing to note here is that as you can see on the picture above, "Company name" or "Rent as company" are the only possible matches for Company Name, even though our only field in our Salesforce org is "Company". So we don't have these fields in our Salesforce... Something weird is going on here.

    15198038490cc326381616902ecb603c6256041e

  • Profile Image
    Victoria_K
    Answered on February 28, 2018 at 08:21 AM

    The funny thing to note here is that as you can see on the picture above, "Company name" or "Rent as company" are the only possible matches for Company Name, even though our only field in our Salesforce org is "Company". So we don't have these fields in our Salesforce... Something weird is going on here.

    From what I can read, I can assume that you could mix up the fields from SalesForce and JotForm. That is how a dismatch could appear. 

    Also, I have noticed that you have removed your current integration, so my recommendation is to re-create it from the beginning keeping in mind that JotForm fields are at the right.

    1519824001Slack - JotForm 2018-02-28 15.

    Hope this helps.

  • Profile Image
    fabsob
    Answered on March 01, 2018 at 02:13 AM

    I don't think I'm mixing the fields up, because we have no fields called "Full Name" or "Company Name" in our Salesforce Lead object. In Salesforce, our fields are called "Name" and "Company". 

    If the Salesforce fields on your picture are matched even though the names don't match, then that's fine.

    Regardless, you wanted me to do a test with just the fields: Name, Email, Phone Number and Address, however, when creating the Salesforce integration "Company Name" is required, so this is not possible.

    When testing with the fields Name, Email, Phone Number, Address and Company Name I still get no new leads in Salesforce. I do however get an email. When testing I go to "Publish" and "Open in new tab" and fill in the form.



  • Profile Image
    Victoria_K
    Answered on March 01, 2018 at 07:04 AM

    I have cloned your form for testing and integrated it to my developers test SalesForce account. 

    Afterwards, I matched the required SF "Company Name" field to "Company Name" field at your form (which is a Short-Text Entry).

    1519905690screenshot.png

    Integration worked as expected. 

    1519905743screencast2.gif

    I have also noticed a radio field "Rent as company", which can not be matched to SF "Company Name" field.

    Hope this information helps!

  • Profile Image
    fabsob
    Answered on March 01, 2018 at 07:53 AM

    I am using "Company Name" too, not "Rent as company". As I said in the previous post, I will ask again, are the fields on the left side of the matching supposed to be named the same as they are in our Salesforce or are the names just placeholders and they automatically match with our lookalike field in our Salesforce? Because in our Salesforce our company field is called "Company", not "Company Name".


    Still not working.

  • Profile Image
    Victoria_K
    Answered on March 01, 2018 at 10:01 AM

    From what you have shared this time, I can assume that your custom fields are not showing up at JotForm and the ones you can see are default SF fields

    I would suggest you to inspect the "Visible" option(s) checklist for your custom fields and make sure that the "System Administrator" option is (checked) set to visible for each custom field you have.

    Please see the following images below for the detailed instructions on how you can check it.

    First, click "Setup" and from the side panel under "Build" expand "Customize" and select "Leads" then "Fields".

    15199159331483055247t07_23_14.png

    1519915976Screenshot_3.png

    Then, under the "Contact Custom Fields & Relationships", click the edit link of the custom field that you would like to inspect.

    1519916072Screenshot_3.png

    After that, you will be able to view the "Edit Contact Custom Field", "Custom Field Definition Edit". Please click the "Change Field Type" button.

    1519916140Screenshot_3.png

    Skip Step 1: Choose the field type

    1519916227Screenshot_2.png

    Skip Step 2: Enter the details

    1519916303Screenshot_3.png

    Then, on Step 3: Establish field-level security, make sure that the "System Administrator" option is checked.

    1519916338screencast2.gif

    Click Save after you had verified that it is checked.

    Then, go to your form and on the Salesforce integration wizard, select "Account" first as a list and then select "Lead" again after so it will reload the available custom fields from your Salesforce account.

     

  • Profile Image
    fabsob
    Answered on March 02, 2018 at 02:14 AM

    Actually our "Company" field in Lead is a default SF field and it is not showing...

    All our custom fields have the System Administrator checked.

    Even though many of the custom fields are not showing, when I try to create a new lead by testing the form with only the standard SF fields it is still not creating a new lead.

  • Profile Image
    Kiran
    Answered on March 02, 2018 at 03:56 AM

    Could you confirm if you are using a trial account of Salesforce? If you are having the Professional Edition or below version, they doesn't have API access which may be causing the integration not to work as intended. Please refer to the article below from Salesforce to compare the Salesforce editions.

    https://help.salesforce.com/articleView?id=000005140&type=1

    If you are using a trial account, you may consider testing the integration with a developer account or signing up for a free trial of Enterprise edition to test it further.

  • Profile Image
    Kiran
    Answered on March 02, 2018 at 03:58 AM

    Here is the link to sign-up for the free trial of enterprise edition.

    https://www.salesforce.com/form/signup/freetrial-sales-ee.jsp

    If you want to signup for a developer account, please use the link below:

    https://developer.salesforce.com/signup

    Thank you!


     
  • Profile Image
    fabsob
    Answered on March 02, 2018 at 04:04 AM

    Our sandbox is in Enterprise version and we have access to the force.com api.

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    gizem
    Answered on March 02, 2018 at 10:35 AM

    Does your integration work with any other simple forms? Can you check by creating a simple form? If it does not work, then the problem can be related to your account. You can check your account details.

    If it does, I can suggest you remove your integration from your form and re-add it.

    Can I ask you which fields exactly you are matching with the integration?

    Can you provide it also with screenshots?

    We will be waiting for your reply.


  • Profile Image
    fabsob
    Answered on March 05, 2018 at 02:25 AM

    The integration does not work with other forms either. I just created a new form called "Example form for SF" and tried it with full name + email and integrating it towards Contacts in Salesforce, but nothing happens when testing. What do you suggest I "check" on my account details?


    I am trying to match several custom fields with the integration, but seeing as it doesn't work with any fields at all I think we can solve that later on when the integration itself is working. For now I'm just testing with standard fields in Jotform and Salesforce and nothing is working.

  • Profile Image
    fabsob
    Answered on March 05, 2018 at 05:11 AM

    5d314160021a7b89f267602b591204be.png

    This is info from my latest attempts with posting to Salesforce from the "Example form for SF". It says success, but nothing is created.

  • Profile Image
    gizem
    Answered on March 05, 2018 at 05:44 AM

    I have tested the Salesforce Integration with my sample form. My form is same as yours. It contains e-mail and name fields and I select 'Contact' option to add information.

    Also, I have cloned your "Example form for SF" form and tested with it, too.

    I am able to send my submissions to the SalesForce's contacts dashboard for both of them.

    Is it possible you have reset your security token in salesforce or are using one that is no longer working? If you change your account information in Salesforce it will invalidate any current security tokens and can cause a working integration with no longer work.

    You can find detailed information about resetting your security token here.

    You could try resetting the token and re-integrate your integration.

    By the way, I realized that you set 'Sandbox' option 'On'. Could you try testing the problem by turning off that option?

    Let us know, how it goes. 

  • Profile Image
    fabsob
    Answered on March 06, 2018 at 02:44 AM

    Hi,

    I've already tried resetting the security token and creating a new form with a new integration. I did it again now and still nothing is created in Salesforce.

    The Salesforce org we have is a sandbox. We can't set the sandbox option to "Off", because then I get a message saying "Your org is locked".

  • Profile Image
    Nik_C
    Answered on March 06, 2018 at 04:24 AM

    I'm afraid that we exhausted the options here since we are not able to replicate this issue from our side by using your forms.

    Is it possible that you could check with Salesforce support if they are receiving the data from our side and what is actually happening with data?

    We'll wait for your response.

    Thank you!

  • Profile Image
    fabsob
    Answered on March 06, 2018 at 05:16 AM

    Hi, we are currently in a project phase with a third party, so we only have access to their Sandbox. Since I can only access the sandbox, the Salesforce support ticket system is also not available to me. Any chance you guys could reach out to Salesforce and explain the situation or make them contact me?

  • Profile Image
    Victoria_K
    Answered on March 06, 2018 at 06:24 AM

    Hello fabsob, 

    we are always glad to assist, but this exact request does not seem to be possible to implement.

    I can only again advise you to try integrating with SF developer account in case you are just in a project phase with a third party. 

    https://developer.salesforce.com

    And can you please confirm that upon all the efforts you do have folders "leads" and "contacts" empty?

  • Profile Image
    fabsob
    Answered on March 07, 2018 at 06:36 AM

    Hi,

    Unfortunately I can't log in to a developer account as we don't have access to any live Salesforce org at the moment. I can't create a new account either because both my emails are connected to our deactivated Salesforce org...

    Yes, I can confirm that leads and contacts are empty.