Salesforce Integration: data is not transferred to Lead tab in Salesforce.

  • Mo
    Asked on February 22, 2019 at 8:30 AM

    Integration saved successfully but when I fill a form and save, the record does not show in the salesforce.


    Thanks

    Mo

  • David JotForm Support Manager
    Replied on February 22, 2019 at 9:42 AM

    What is the form that you have integrated with Salesforce? 

  • Mo
    Replied on February 22, 2019 at 9:50 AM

    Here is the form name - "Quote Request Form". Please let me know if you need anything else.

  • David JotForm Support Manager
    Replied on February 22, 2019 at 10:59 AM

    This must be the form: http://www.jotform.us/form/63057128905154 

    I have cloned and integrated it with Salesforce, and it worked fine using the Contacts list:

    1550851105contact Screenshot 10

    1550850965testing Screenshot 21

    Please share a screenshot of the way you have configured your SalesForce integration, so we know if you are trying Lead, Contacts or Account list: https://www.jotform.com/help/438-How-to-Post-Screenshots-to-Our-Support-Forum 

  • Mo
    Replied on February 22, 2019 at 11:08 AM

    Thanks, David for the prompt reply I am looking forward to integrating with Lead not the Contact, contact was working for me as well.

    Thanks 

    Mo

  • Kevin Support Team Lead
    Replied on February 22, 2019 at 12:42 PM

    I have been testing this and I can see the integration works too, I would recommend you to make sure that you're mapping the same field types, if you keep experiencing the issue, please try resetting your security token, this guide will help you doing so: https://help.salesforce.com/articleView?id=user_security_token.htm&type=5 

    Let us know how it goes. 

  • Jed_C
    Replied on February 22, 2019 at 5:31 PM

    I was able to replicate it. It seems data is not transferred to Leads tab. Let me report it to L2 for further checking.

  • Mo
    Replied on February 25, 2019 at 8:09 AM

    Hi  Jed_C

    Hope you are doing well! Is there any update? 

    Thanks,

    Mo

  • Victoria_K
    Replied on February 25, 2019 at 11:01 AM

    Hello Mo, Unfortunately, we have not yet received an update for this ticket, but it was forwarded to the team in charge with 'Important' mark, so hopefully we will get news soon. We will keep you informed via this thread.

  • Mo
    Replied on February 26, 2019 at 7:53 AM

    Hi Victoria_K,

    Thanks for your reply, Any update would be appreciated

    Thanks 

    Mo

  • onurince JotForm Developer
    Replied on February 26, 2019 at 8:27 AM

    Hi Mo,

    This issue has been resolved.

    Please remove the current Salesforce integration and then reintegrate Salesforce to the form.

    Let us know if you still face any issue.

  • Mo
    Replied on February 26, 2019 at 8:52 AM

    Thank you, appreciated all your help!


    Mo,

  • Mo
    Replied on February 27, 2019 at 6:26 AM

    Hi,

    Appreciated all help, I made Lead working, but there another issue I am not seeing is that all fields are not showing in drop down, please do let me know if is there any setting we need to do in order to see those fields in drop-down.


    Thanks,

    Mo

  • Victoria_K
    Replied on February 27, 2019 at 7:42 AM

    We have moved your next question as separate query: https://www.jotform.com/answers/1744854