-
AmoveoAsked on February 12, 2020 at 3:53 PM
Good Afternoon,
i have had my first form up and filled out. However, It is not showing up in Jot forms to autofill in Salesforce. It only showed up in Docusign.
Please help,
-
Welvin Support Team LeadReplied on February 12, 2020 at 6:39 PM
The integration with DocuSign is a different flow in the form. I don't think that will cause a problem with SalesForce.
Please try removing the Middle Name part of the Full Name field on the first page of the form. I remember our Salesforce Integration will not work when that is enabled.
I hope that helps.
-
AmoveoReplied on February 17, 2020 at 3:46 PM
I tried this and it did not help. Whats next?
-
Sonnyfer JotForm SupportReplied on February 17, 2020 at 5:57 PM
Hi,
I have tried cloning your form, integrate it to SalesForce, and it seems to be working on my end. I have only mapped 2 basic fields (Email and Full Name) and Contact as a List.
To help us further troubleshoot the issue, we suggest to please try the following:
1. Renew your security token
2. Integrate your form again with SalesForce
3. Capture screenshot of the fields mapped
4. Send a test submission
Looking forward to your reply.