How to integrate my form with SalesForce?

  • avatar87
    Asked on August 26, 2019 at 12:48 PM

    Hi there, what is this salesforce security token?


    where can i find this?


    trying to integrate salesforce with jot form

  • stevenmarshall
    Replied on August 26, 2019 at 1:57 PM

    Hi @avatar87,

    That token is what helps to allow our integration to connect to your account in salesforce otherwise it won't work. For the SalesForce Integration to work properly you have to go into your SalesForce Account and generate the security token.

    To obtain it go to salesforce and while logged in look at the top navigation bar then go to Your Name > Setup > Personal Setup > My Personal Information > Reset My Security Token. I added the link below that might help as well.

    Guide: https://help.salesforce.com/articleView?id=user_security_token.htm&type=5


    Here is a basic guide for SalesForce integration: Flexible-Data-Integration-With-Salesforce

    Please let us know if you have any further questions.

    Thank you

  • avatar87
    Replied on August 26, 2019 at 3:43 PM

    and does this integration work with the essentials plan? i dont see jotform listed in the appexchange

  • stevenmarshall
    Replied on August 26, 2019 at 4:57 PM

    Hi @avatar87,

    I assume you were referring to this website: https://appexchange.salesforce.com/popular?

    JotForm is not directly among the Apps but I see that if you searched it will recommend Zapier instead. It is because Zapier can be used also in Integration with JotForm. Yes, the integration should work with the essential plans.

    Please let us know if you have any further questions.

    Thank you

  • avatar87
    Replied on August 26, 2019 at 5:11 PM

    Thank you Steven, I'm getting an error message that API is not enabled?

  • stevenmarshall
    Replied on August 26, 2019 at 6:46 PM

    Hi @avatar87,

    I do apologize for the inconvenience you are experiencing. I do have to also apologize but I misspoke about the edition you were using works with the integration. I was doing some more research found out that Salesforce Integration only works with the Enterprise, Unlimited, Developer or Performance editions. I found this article below and the editions not allowed are Professional and Essentials.

    Link: https://help.salesforce.com/articleView?id=000326486&type=1&mode=1

    Unfourtantly, what this means is you would need to upgrade your Salesforce edition for this integration to work. So I do apologize again about my mistake.

    Please let us know if you have any further questions.

    Thank you.

  • avatar87
    Replied on August 26, 2019 at 7:08 PM

    Ah I see, no worries, I'll just use zapier.

  • Gabriela JotForm Support
    Replied on September 5, 2023 at 6:08 AM

    Hi Abhi,

    We’re excited to announce that Jotform is now available on the Salesforce AppExchange! Salesforce AppExchange is an online application marketplace for third-party applications and solutions and it offers thousands of solutions and services that extend Salesforce, eliminating the need for constant platform switching. All that is required is to use the Salesforce forms and select object types to map them to corresponding fields. 

    Here's how you can get started with the Jotform for Salesforce setup:

    How to Add Jotform to your Salesforce Account

    When you install Jotform’s app on your Salesforce account, you’ll have a Salesforce button right there on your forms, so now you can automate the creation of records in Salesforce. Keep on reading to learn how to install Jotform on Salesforce AppExchange. 

    1. Log into your Salesforce account and click on the 9 Dots Icon on the left side of your homepage to open the App Launcher.

                 How to integrate my form with SalesForce?  Image 1 Screenshot 170

             2. Search for Jotform and click on it.

                 How to integrate my form with SalesForce?  Image 2 Screenshot 181

              3. To assign the Jotform App User permission to relevant users, go to the Setup tab. Note that                    you need to be the system administrator to change the permission settings.

              4. After that, go to the Administration section on the left side of the page.

              5. Under the User dropdown list, select Permission Sets

               How to integrate my form with SalesForce?  Image 3 Screenshot 192

              6. Click on Jotform App User permission, then click on the Manage Assignments button. 

              How to integrate my form with SalesForce?  Image 4 Screenshot 203

               7. On the Current Assignments page, click on the Add Assignment button, and select users to                   assign the permissions.

              How to integrate my form with SalesForce?  Image 5 Screenshot 214

             8. Under the Setup tab, you can either log into your existing Jotform account or create one for                   free. If you’re new to Jotform, check out our subscription options.

                 How to integrate my form with SalesForce?  Image 6 Screenshot 225

             9. Once you log in or create your account, you’ll be asked to allow Salesforce to access your                       Jotform account. Click on Allow, and your setup will be complete!

                 How to integrate my form with SalesForce?  Image 7 Screenshot 236


    Creating a Salesforce Form

    1. Now you can create forms that are automatically integrated with Salesforce. All you have to do is select the Create Salesforce Form option on the Create a Form page.


               How to integrate my form with SalesForce?  Image 8 Screenshot 247

               2. When you select Create Salesforce Form, you can pick the Salesforce objects you want to                       include as fields in your form from the Salesforce Objects dropdown list. 

    Objects are essentially databases you can create. Objects are made up of fields that you can map to in your forms. This allows you to automatically create Salesforce records. In this example, we created a Contact form that will connect to a Contact Object in Salesforce.

                   How to integrate my form with SalesForce?  Image 9 Screenshot 258

               3. When you select an object, it will come up with a set of fields for you to include in your                             form. Now you can select the fields you want to include in your Contact object.

                    How to integrate my form with SalesForce?  Image 10 Screenshot 269

               4. Click on Create Form when you’re done, and your form will show all the fields you selected                     earlier. 

    Now, whenever someone submits this form, their contact information will be added to your database in Salesforce.

                      How to integrate my form with SalesForce?  Image 11 Screenshot 2710

                5. If you want to connect other objects with your forms and fields you have already created, just
                    click on the Salesforce cloud on the right to map your Jotform fields to your Salesforce fields.

                        How to integrate my form with SalesForce?  Image 12 Screenshot 2811

    If you want to learn more about mapping fields in Salesforce, check out Salesforce’s Help Docs on Standard Contact Matching Rules and Standard Account Matching Rules


    How to Embed a Salesforce Form

    Embedding your Salesforce form into your website will make it so much easier to get your contacts to go straight to your Salesforce database. Let me show you how to embed your Salesforce forms into your website:

    1. First, make sure you’re logged on to the Jotform App in Salesforce.
    2. Then in Form Builder, go to the Publish tab in the orange navigation bar at the top of the page.
    3. Select Embed from the menu on the left side of the page.

    How to integrate my form with SalesForce?  Image 13 Screenshot 2912

             4. Click on the green Copy Code button under the Embed option. 

    The first line of code you see is in Javascript. We have other versions of embed codes to use as well. You can check out our help guide about Embed Codes to see which one works best for you.

                   How to integrate my form with SalesForce?  Image 14 Screenshot 3013

             5. Paste the code into the embed section of your site builder.

                   How to integrate my form with SalesForce?  Image 15 Screenshot 3114

             6. Preview your site to make sure that it’s working correctly.

                   How to integrate my form with SalesForce?  Image 16 Screenshot 3215 

    Let us know if you have any questions.