I have a checkbox that does not work with Salesforce integration

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    ndgfooddepot
    Asked on July 29, 2019 at 01:52 PM

    Hi,

    I have a Salesforce Contact field which is a checkbox, and I would like to map a Jotform field to set it to true or false, checked or unchecked. Ie. Are you bilingual (French and English)? I've tried using 'Conditions > Update/Calculate Field' with 'IF ... IS EQUAL TO ... INSERT "false" INTO myField.

    Unfortunately the above does not work, is there a better way to set the value of the checkbox on Salesforce to true or false depending on Jotform input?

    Best Regards,

    Jeremy



    This is a re-post of a comment on How to Setup Salesforce Integration

  • Profile Image
    Welvin
    Answered on July 29, 2019 at 02:39 PM

    Hello Jeremy,

    I think your problem is related to the field type. You said you have a Checkbox on your Salesforce fields. In your form, you have Radio button (Single choice field). Please note that the integration will not work if fields types are not the same. So, kindly check that and make sure to map the correct field types. 

    Please let us know if you need further assistance. 


  • Profile Image
    ndgfooddepot
    Answered on July 30, 2019 at 10:28 AM

    Thank you problem solved! It might be worth indicating the field type on the UI as choosing Multiple Choice field and setting max choices to 1 is not entirely intuitive!

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    Vanessa_T
    Answered on July 30, 2019 at 11:15 AM

    Great to hear that it worked.

    As for the field type, when a question is answerable by only one answer like a true/false or a yes/no, it is indeed ideal to choose Radio Button as it is exactly its purpose, to limit the answer to one only.

    However, since we need to make sure that the field type in your form matches the field type in Salesforce, hence, you have the option to either change the one on your form or the one on Salesforce.

  • Profile Image
    ndgfooddepot
    Answered on July 30, 2019 at 12:51 PM

    Hi,

    Oops. Unfortunately the problem is actually not solved. Essentially we have a required "Are you bilingual?" field. On Salesforce it is a checkbox. On Jotform I have a Multiple Choice > Yes || No field which fails to map correctly on Salesforce - the checkbox is always checked after form submission, regardless of whether yes or no was input to the form. Since we wish this to be a required field on the Jotform, we do not have the option of a single Yes checkbox. And as you've mentioned, the single choice radio boxes cannot map to checkboxes on SF.

     

    Also, we have a "Do you own a vehicle?" picklist on SF which we've tried to map to a dropdown on JF. The result is a value of "true" being input into Salesforce, which is not even a valid option on the SF Contact object field settings. I have a parallel Jotform integration with Google Sheets for testing and I can see that the value being sent is indeed "No".

    Please advise.

    Best Regards,

    Jeremy

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    Richie_P
    Answered on July 30, 2019 at 01:11 PM

    I'm not sure I understood your requirement correctly.

    To clarify, do you want the checkbox to allow only 1 selection?

    I have checked your form and it seems you have changed your single choice field into a checkbox.

    It seems you have added an entry limit for your selection in the Multiple Choice field.

    May we know if  you're still not getting the field value in SalesForce?




  • Profile Image
    ndgfooddepot
    Answered on July 30, 2019 at 06:31 PM

     My requirement is that Jotform properly integrate with two Salesforce fields

    1)Do you own a vehicle (Picklist on Salesforce)

    2)Are you bilingual (Checkbox on Salesforce)

    For 1), I have tried three possible fields in my Jotform - Single Choice, Multiple Choice, and Dropdown, each with only two possible input values: Yes || No. Not a single one of these has properly mapped the input to the Salesforce Contact being created. As you might see in the screenshot below, the value inserted is "true", which is not a possible input value on Salesforce OR the Jotform.1564525737Screen Shot 2019-07-30 at 6.28


    Best Regards,

    Jeremy

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    BDAVID
    Answered on July 30, 2019 at 07:04 PM

    In regards to the "Do you own a vehicle (Picklist on Salesforce)", you need to make sure that your Dropdown form field also has the same options.

    In regards to "Are you bilingual (Checkbox on Salesforce)", you need to map the same field types. So, if Salesforce field is a checkbox, you need to map it with a Multiple Selection form field, which can be limited to allow only one selection:

    1564527534limit.png

    So it would work as a Single Choice field. If you already tried that, could you share a screenshot of those SF fields configuration?

  • Profile Image
    ndgfooddepot
    Answered on July 30, 2019 at 07:42 PM

    Below are screenshots of

    1)The possible "Do you have a vehicle?" Picklist values on SF

    2)The "Do you have a vehicle?" SF field configuration

     

    I have attempted both solutions proposed above ie. using Multiple Choice for Are you bilingual and Dropdown with matching input values for Do you have a vehicle. Both have failed to map correctly.

    The third screenshot is an example output following a form submission with the suggested configuration. As you can see the Bilingual En-FR checkbox is checked, even though the default is unchecked and the value input on the form was No. As well, the value of Do you have a vehicle has been set to true even if the Dropdown selection on the Jotform was set to No - a value of true should not even be possible as it does not exist in the possible set of Picklist values on SF.

    1564529662Screen Shot 2019-07-30 at 7.271564529693Screen Shot 2019-07-30 at 7.271564529907Screen Shot 2019-07-30 at 7.38Is this a bug? It seems like it should be a very straightforward integration. Thank you very much for your continued efforts in this issue.

    Best Regards,

    Jeremy

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    AshtonP
    Answered on July 30, 2019 at 09:14 PM

    Hello Jeremy, I have testing SalesForce integration on my form and I'll come back with finding soon. 

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    AshtonP
    Answered on July 30, 2019 at 09:41 PM

    I have just tested a form with SalesForce Integration : 

    1. Do you own a vehicle? If this is this a dropdown field with Yes & No as options on SF, you need to use Dropdown field with the same picklist options. This definitely works.

    2. Bilingual En-FR: This is a single choice checkbox however in Jotform use it with Radio Selection button with the only option available to select.

    Please give it a try and let us know how it goes. Also, provide us with the Form URL so we can inspect it if this doesn't work.

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    ndgfooddepot
    Answered on July 31, 2019 at 10:31 AM

    JotForm Support

    Welvin
    Answered on July 29, 2019 at 02:39 PM

    Hello Jeremy,

    I think your problem is related to the field type. You said you have a Checkbox on your Salesforce fields. In your form, you have Radio button (Single choice field). Please note that the integration will not work if fields types are not the same. So, kindly check that and make sure to map the correct field types. 

    Please let us know if you need further assistance. 

    Originally we had tried the Single Choice radio button with options Yes OR No, but was advised against it, as above. 

    Unfortunately the Single Choice with only one option also does not work because we would like the field to be required, and so the form cannot be submitted unless an option is chosen. 

    Our wish is simply to have a field where the participant enters Yes OR No and the checkbox on SF is updated accordingly. Perhaps this is not possible without changing the field on Salesforce, but we would like to avoid this if possible. 

    Below is the form URL:

    https://form.jotform.com/91915036990261


    Best Regards,

    Jeremy

  • Profile Image
    BDAVID
    Answered on July 31, 2019 at 12:43 PM

    I have tested the integration, and it works fine:

    1564589921test1.png

    1564589936test2.png

    You may Remove the Salesforce integration, and try the following:

    1) Go to your Salesforce account, and delete the Picklist field called "Do you own a vehicle?".

    2) And create a new custom field in Salesforce, where you should list the values that your jotform Dropdown field has:

    1564590223configuration.png


    In regards to the field called "Bilingual EN-FR"

    1) Go to the edit mode of your jotform, there make sure to use a Single Choice field for the "We are currently seeking bilingual (FR/EN) volunteers. Are you bilingual?" question:

    1564590460singlechoice.png

    2) Then, add a Multiple Choice field with only one option:

    1564590571multiplechoice.png

    3) Create a condition like this to fill it if the option on the previous questions is equal to "Yes": https://www.jotform.com/help/286-How-to-Pass-Field-Value-to-Another-Field

    1564590686condition_001.png

    Note: once you make sure that the field is checked, you may hide it as shown on this guide.

    4) Finally, integrate again with Salesforce, and match them with your Salesforce field:

    1564590865match.png

    Let us know if you need more help.

  • Profile Image
    ndgfooddepot
    Answered on July 31, 2019 at 03:54 PM

    Hi BDavid,

    Problem solved. Thank you all for your time and effort. 

    Best Regards,

    Jeremy 

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    BDAVID
    Answered on July 31, 2019 at 04:22 PM

    You are welcome!