Salesforce Integration

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    AtlsSolar
    Asked on August 20, 2019 at 12:20 PM

    I am getting a great amount of leads but the manual entry is starting to become cumbersome, I signed up for the Jotform platform that has the integration now I need help setting that up. Any assistance will be appreciated. 

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    IvayloK
    Answered on August 20, 2019 at 01:50 PM

    You can easily integrate Jotform with SalesForce. Basically, you can map fields on your Jotform form to the fields on your Salesforce database.

    In order to integrate SalesForce with Jotform, you should click on Settings > Integrations and find the SalesForce integration. Then you should enter your SalesForce account credentials. You can check and follow this walkthrough:

    https://eu.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce

    In order to master the SalesForce integration, you can check this guide:

    https://eu.jotform.com/help/321-Mastering-SalesForce-with-JotForm

    Let us know if you need any further assistance.

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    AtlsSolar
    Answered on August 20, 2019 at 05:48 PM

    Jotform is asking for a security token but I searched for it on my salesforce account and nothing popped up. Where can I find this?1566337650Screen Shot 2019-08-20 at 4.45

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    gerardw
    Answered on August 20, 2019 at 07:15 PM

    You can get the security token from your SalesForce account. Login to your account and reset the token, which will send the latest security token to your email address.

    Please check this guide from SalesForce: https://help.salesforce.com/articleView?id=user_security_token.htm&type=5