Salesforce Integration

  • FORTACorp
    Asked on August 5, 2019 at 4:25 PM

    I am trying out Salesforce integration.  It is creating new leads for new submissions, but does not seem to be doing anything if the contact already exists in Salesforce.  Is there a way for it to create a new lead even if the contact (email) already exists? 

    Page URL: https://www.jotform.com/build/92164247539160/settings/integrations
  • stevenmarshall
    Replied on August 5, 2019 at 5:58 PM

    Hi FORTACorp,

    I was looking at the Salesforce Integration and there is an option on the final step of the integration for the Duplicate check. To either update an existing contact record or Don't add if the contact already exists. Unfourtanley, not a way to create a duplicate record. By looking at your Form and Salesforce Integration that is how you have it set up to update an existing record. 

    1565040745Screen Shot 2019 08 05 at 2 Screenshot 10

    Guide: Flexible-Data-Integration-With-Salesforce

    I did find another thread that goes in more details about the SalesForce Integration.

    Thread: https://www.jotform.com/answers/1631232

    Please let us know if you have any further questions.

    Thank you