Salesforce Integration Question

  • Profile Image
    Moltoguy
    Asked on March 02, 2018 at 10:00 AM

    Hello,

    I am doing some further investigation for our team on Salesforce integration. From what I can see it appears that the integration is only setup for Accounts, Contacts , and Leads but not CASES. Is this correct? The initial response below seems to indicate it can be done but I am not seeing any options for Cases.

    Thanks

    Paul

     Paul Henry

    Sr. Application Administrator

    CARFAX, Inc.

    703-934-2664 ext 4242

    paulhenry@carfax.com

    From: JotForm <noreply@jotform.com>
    Reply-To: "jotformforum_1400276@interlogy.com" <jotformforum_1400276@interlogy.com>
    Date: Wednesday, February 28, 2018 at 3:03 PM
    To: Tracy Utterback <TracyUtterback@carfax.com>
    Subject: Re: Can case fields be mapped ?


    A new response has been received:

    JOTFORM

    Answered by Richie_P

    Yes, all fields should be mapped using the salesforce integration.

    You can check this link for more information.

    Flexible-Data-Integration-with-Salesforce

    Please let us know if we can be of further assistance.

  • Profile Image
    Marvih
    Answered on March 02, 2018 at 11:39 AM

    From what I can see it appears that the integration is only setup for Accounts, Contacts , and Leads but not CASES. Is this correct? 

    That is correct. For now our salesforce integration can only send data to Leads, Contact and Accounts and currently doesn't support CASES. 

    However, you can create a new thread for Feature Request so we can escalate it to our Development team.

    For now, the alternative way is to use  Zapier in order to integrate salesforce using CASES. https://zapier.com/apps/jotform/integrations/salesforce


    Sorry for this inconvenience.