Ability to create "Oppotunity" with Salesforce

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    Yaakov Kotlarsky
    Asked on August 13, 2019 at 12:24 AM

    Is there any way to map a payment made im jotform to an opportunity in salesforce?



    This is a re-post of a comment on Flexible Data Integration with Salesforce

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    gerardw
    Answered on August 13, 2019 at 01:47 AM

    Sorry, but it will not be possible to map a payment field to Salesforce.

    Please check this thread for more details on an alternate workaround: https://www.jotform.com/answers/1389629-Can-I-pass-the-payment-field-to-SalesForce

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    ykotlarsky1
    Answered on August 13, 2019 at 09:43 AM
    Thank you. I am using a field calculation, which I can map into salesforce,
    however it only allows me to map a contact field, not an opportunity.
    Any ideas?
    Yaakov Dovid Kotlarsky
    ...
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    ykotlarsky1
    Answered on August 13, 2019 at 09:43 AM
    Here is the form:
    https://form.jotform.com/ykotlarsky1/high-holiday
    ...
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    Jed_C
    Answered on August 13, 2019 at 11:01 AM

    How about passing the value of the "Calculation" field to a Short Text Entry field and try to map that to your Salesforce Opportunity.

    Again, instead of mapping the Calculation field, pass the value of the calculation field into Jotform's Short Text Entry and try to map the Short Text Entry to your Opportunity.

    Looking forward for your response. 

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    ykotlarsky1
    Answered on August 13, 2019 at 12:43 PM
    I did that, however that is not the issue. I am able to map the jotform
    field (both calculation, or the short entry text box), however it only
    allows me to map it to a salesforce contact field, and does not allow me to
    map it to create a new opportunity in salesforce.
    It is great that you have it set up to automatically add a member to a
    campaign, but what is even more important is to be able to track donations
    that a member submits.
    Any ideas?
    \\[image: image.png]
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    *Chabad of Arlington Heights*
    *a.1839 N. Fernandez Ave., Arlington Heights, IL 60004*

    *p. 224-357-7002*
    *w. ChabadAH.org*
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    gerardw
    Answered on August 13, 2019 at 01:16 PM

    Please note that SalesForce integration is currently limited to sending the submission to SalesForce contacts, leads or account lists. 

    I presume that "Opportunity" is used to record Donations, Grants, Goods or Services, and Membership. Am I correct? Please let us know and we will take a look and if required send a feature request to our backend team, since the current integration does not support "Opportunities".

    We will wait for your response.

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    ykotlarsky1
    Answered on August 13, 2019 at 01:43 PM
    Yes, opportunity is the terminology that salesforce uses for donations.
    Please let me know if there is any way to do this.
    Thank you.
    *Chabad of Arlington Heights*
    *a.1839 N. Fernandez Ave., Arlington Heights, IL 60004*

    *p. 224-357-7002*
    *w. ChabadAH.org*
    ...
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    jherwin
    Answered on August 13, 2019 at 02:06 PM

    I am creating a feature request ticket and forwarding it to our backend team. Please note that creating a feature request does not ensure that it will be implemented. It completely depends upon the priority and feasibility of our backend team. Though we cannot provide an ETA on this but, we will get back to you as soon as we have any update from them.

    Thank you!