Salesforce Integration

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    FORTACorp
    Asked on August 05, 2019 at 04:25 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? 

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    stevenmarshall
    Answered on August 05, 2019 at 05:58 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 2.32

    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