Salesforce integration feature request to update Salesforce Dashboard

  • T3Partnership
    Asked on April 19, 2024 at 7:49 PM

    Currently we use FormAssembly to dynamically update our Salesforce dashboards with form response information. for example, "number of pledge forms submitted". I know JotForm can update and create records, can we also use it to update dashboards?

  • Lesther JotForm Support
    Replied on April 19, 2024 at 8:30 PM

    Hi Valerie,

    Thanks for reaching out to Jotform Support. Our Salesforce integration will only update and create records. We don't have this feature yet to update Salesforce dashboards.

    While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

    Let us know if you have any other questions.

 
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