How can we deploy jotforms from dev org to QA org in Salesforce

  • v561846
    Asked on May 9, 2024 at 10:12 AM

    Hi Team,


    Please let me know how can we deploy jotforms created on development Org in Salesforce to higher environment
    Thanks

  • Mikhail JotForm Support
    Replied on May 9, 2024 at 10:29 AM

    Hi Nandita, 

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    We really appreciate your patience and understanding. 

  • Mikhail JotForm Support
    Replied on May 9, 2024 at 11:12 AM

    Hi Nandita, 

    Thanks for patiently waiting. I'm not sure if I understand your question correctly, but can you check if this Salesforce guide is related to your question? If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better? You can also take a screenshot of what’s happening, that will help us to better understand what’s going on. We have a guide about how to do that here.

    Give it a try and let us know if you have any other questions.


  • v561846
    Replied on May 9, 2024 at 11:29 AM

    Hello Mikhail,
    I wanted to know after installing Jotform from app exchange in Salesforce we have a development environment where we will create the form. How we will move those forms to our testing environment and Production?

  • Carrissa JotForm Support
    Replied on May 9, 2024 at 12:44 PM

    Hi Nandita,

    Thanks for reaching out to Jotform Support. If you have added Jotform from Salesforce AppExchange, you’ll have a Salesforce button right there on your forms. You can learn more about Salesforce AppExchange through this guide.

    Let us know if there’s anything else we can help you with. 

 
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