I have created forms and also Integrated them with Salesforce CRM But Don't know how to test them.

  • Sumit Sharma
    Asked on August 14, 2018 at 10:44 AM

    I have created 2 Jotforms and also Integrated them with Salesforce CRM But Don't know how to test them.

  • Ashwin JotForm Support
    Replied on August 14, 2018 at 11:40 AM

    The best way to test it is by previewing your form and submit it with test data. You can then check your Salesforce CRM and see if the new contact or lead is created there or not.  

    I would suggest you to please ensure that you have mapped your form field correctly with salesforce. You may like to take a look at the following guide which should help you:   https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce 

    You may like to take a look at the following guide on how to get your form's direct URL:   https://www.jotform.com/help/401-Where-to-Find-My-Form-URL 

    Hope this helps.

    Do get back to us if you have any questions.