Access to Salsforce Trial environment

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    wsrhodes
    Asked on February 19, 2018 at 11:04 AM

    We currently use Jotform (with authorize.net) to capture donations (we are non-profit). Then must enter them manually into our donations system. We are looking at moving to SalesForce, so we have started a 30-day free trial.  Can I set up Jotform to capture a test transaction and update this Salesforce environment?

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    Adrian
    Answered on February 19, 2018 at 12:17 PM

    Yes, you can integrate JotForm with Salesforce, even if you have a trial Salesforce account.

    Complete Guide: Flexible Data Integration With Salesforce

    You can make test payments by using the Sandbox mode in the Authorize.net Payment Integration.

    I suggest you clone your form and implement this.

    Complete Guide: How to Test Authorize.net Payment Tool on Sandbox Mode?

    Related Guide: How to Clone an Existing Form from a URL


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    wsrhodes
    Answered on February 19, 2018 at 03:48 PM

    Thanks Adrian.

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    wsrhodes
    Answered on February 19, 2018 at 04:05 PM

    Did the steps as described. Then created a real transaction (for $1) to test. Submitted the form; Salesforce WAS updated by adding the new Contact!!!! But the gift amount did not get transferred over.  How do I make that happen? I looked at all the additional fields I could "connect" to, but did not see an individual gift amount.
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    Kevin_G
    Answered on February 19, 2018 at 05:45 PM

    Since your last question is not related anymore to the original one you asked here, I have moved it to another thread, we will help you as soon as possible here: https://www.jotform.com/answers/1389629