Can I pass the payment field to SalesForce?

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    wsrhodes
    Asked on February 19, 2018 at 05:45 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.
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    Kevin_G
    Answered on February 19, 2018 at 05:56 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: 

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    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. 

  • Profile Image
    wsrhodes
    Answered on February 20, 2018 at 07:48 AM

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