Salesforce Integration - Can I link to the "Person" Account Object?

  • gnakos
    Asked on April 3, 2019 at 2:54 PM

    You said with the standard version I can I link Jotform to a Salesforce Account Object.

    Can I link to the "Person" Account Object?

  • Mike
    Replied on April 3, 2019 at 5:05 PM

    I do not have a Person Account Object in my test Salesforce account, so I am unable to test this at the moment. Can you try our Salesforce integration to see if you can link the Account to the Person Account?

    Salesforce Integration Can I link to the Person Account Object? Image 1 Screenshot 20

    If this does not work, please let us know so we will be able to forward a feature request ticket to our developers.

  • gnakos
    Replied on April 3, 2019 at 5:43 PM
    Elaine I will I signed up for Premier support and I'm in a trial. And I
    can't get my salesperson to flip me over to a full subscription so I can't
    get support so it's been difficult but I will do it and I fully intend to
    use jotform if I can because it's all I need it's a great service and very
    easy to use. But there is a special maneuver to install a person account as
    an object to what is otherwise a B2B platform the person account makes it a
    b2c platform
    ...
  • gnakos
    Replied on April 3, 2019 at 5:43 PM
    It's never really going to be a b2c platform without a lot of work
    ...
  • Mike
    Replied on April 3, 2019 at 6:58 PM

    Hopefully, our integration will work for the Person Accounts. If you notice any difficulties, you can update us here so we will be able to escalate this to our developers if necessary.

  • gnakos
    Replied on April 3, 2019 at 7:43 PM
    Thank you. : ))
    George D Nakos
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