Salesforce intgration is not working in the form

  • Amoveo
    Asked 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 Lead
    Replied 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. 

    Salesforce intgration is not working in the form Image 1 Screenshot 20

    I hope that helps. 

  • Amoveo
    Replied on February 17, 2020 at 3:46 PM

    I tried this and it did not help.  Whats next?


  • Sonnyfer JotForm Support
    Replied 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.

    1581979491salesforce Screenshot 10

    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.