Can I pass the payment field to SalesForce?

  • wsrhodes
    Asked on February 19, 2018 at 5:45 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.
  • Kevin Support Team Lead
    Replied on February 19, 2018 at 5:56 PM

    It's not possible to pass the data from the payment field to another in the SalesForce account, please note that in order to get the integration working without connection issues we do recommend to map the same field types so if you have check boxes on your form you need to map them with check boxes on your SalesForce list, radio button with radio button and text box with text box. 

    An alternative would be to pass a value with the selected product to a text box (short text entry) and map this field with SalesForce. With the conditions wizard you may know which product has been selected: 

    Can I pass the payment field to SalesForce?  Image 10

    Here's a guide that will help you conditionally insert values: https://www.jotform.com/help/268-How-to-Insert-Text-or-Calculation-into-a-Field-Using-Conditional-Logic 

    I hope this helps. 

  • wsrhodes
    Replied on February 20, 2018 at 7:48 AM

    Disappointed that this functionality is not there, but thanks for the answer.