Is Salesforce Integration is compatible with the Financial Services Lightening Version of Salesforce?

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    Jodi Jackson 
    Asked on September 26, 2019 at 02:59 PM

    Can you tell me if your Salesforce Integration is compatible with the Financial Services Lightening Version of Salesforce?


    Thanks!

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    Kiran
    Answered on September 26, 2019 at 03:05 PM

    As far as I know, if the Salesforce edition is enabled with API access you should be able to connect to your Jotform to Salesforce. 

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

    You may try creating a test form with basic fields viz., Name, email address, phone number on a free account to check the connectivity with your Salesforce account. The following guide may be helpful with this.

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

    Hope this information helps! Please get back to us if you need any further assistance. We will be happy to help.