Does the Salesforce integration work with all plans?

  • Profile Image
    davidmarquina
    Asked on August 29, 2019 at 01:21 PM

    Hello,

    1. Have the Salesforce integration issues been resolved? The reviews are not good.

    2. What plan (bronze, silver etc.) includes offline forms?

    3. What plan includes Salesforce integration?

    Thanks,

    David

  • Profile Image
    Augustine_O
    Answered on August 29, 2019 at 02:08 PM

    Hello David,

    Salesforce integration with Jotform is working perfectly and it is accepted on all our packages. You could try to study our guides to Mastering SalesForce with Jotform as well as How to integrate data flexibly using SalesForce. 

    To help us support you better, I have moved your question about offline forms to a new thread and will be answered immediately. Kindly follow the thread here: https://www.jotform.com/answers/1945391-What-plan-bronze-silver-etc-includes-offline-forms

    Thanks.

  • Profile Image
    davidmarquina
    Answered on August 30, 2019 at 02:43 AM
    Hello Augustine,
    Thank you. Is the integration bi-directional?
    And can you auto generate perfil links?
    Regards
    David
    ...
  • Profile Image
    Victoria_K
    Answered on August 30, 2019 at 06:06 AM

    Hello David,

    What do you mean by 'bi-directional'? Our SalesForce integration can only pass data to SalesForce, but not vice versa. 

    Regarding links, it seems you are looking for an option to populate forms, right? Please check this guides:

    Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    How-to-Automatically-Pass-Form-Data-to-Another-Form