How do I pre-fill my dropdown fields with my Salesforce field options?

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    kristiehung
    Asked on October 17, 2019 at 02:01 PM

    How do I get my Salesforce field options to replace the dropdown fields in Jotform?

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    denis_calin
    Answered on October 17, 2019 at 03:37 PM

    Hi Kristie!

    If I understand your question correctly, you would like to integrate and display your Salesforce fields on the form before the form is submitted. Unfortunately, currently this is not possible. The Salesforce integration works in the following way: after authenticating, you are able to map your Jotform fields to your Salesforce fields to transfer the data from Jotform to Salesforce. The following guide explains it the best: Flexible-Data-Integration-With-Salesforce.

    If you are referring to the lists to which you can add information to with this integration, then they are limited to Account, Contact and Lead lists. Please refer to the following thread for a possible workaround: How-to-show-more-on-this-dropdown-for-the-Salesforce-connector.

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    kristiehung
    Answered on October 17, 2019 at 04:27 PM

    Thanks. 

    Well, my follow-up would be - if I have multiple fields in a multi-line question, how do I specify which Jotform field is connected to which Salesforce field? Currently, it seems like I only have the option to connect the whole Jotform multi-question. 

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    stevenmarshall
    Answered on October 17, 2019 at 05:35 PM

    Hi Kristie,

    Unfortunately, field elements of Multi-line Questions are not available to be selected when matching the fields.

    I suggest you create separate fields (cards) for each question such as Full Name, Email, Contact Number, and Address.

    This way, the fields will be available to be matched with the corresponding fields in Salesforce.

    Please let us know if you have any further questions.


    Thank you

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    kristiehung
    Answered on October 17, 2019 at 06:32 PM

    Thank you for your quick response. Are there any plans to develop the capability to match fields in Multi-line Questions to specific Salesforce fields?