Match new field to a field in Salesforce

  • sara_chejanovich
    تم السؤال بتاريخ ١٤ مايو ٢٠٢٠ في ٦:٤٦ م

    I would like to add a new field to my form which needs to be integrated with SalesForce. It doesnt appear on my Saleforce List of fields which already exist to create either an Account, Contact or Lead. Is this possible.


    Also, with the same Form, it is possible to create to Objects (lets say an Account AND a Contact) in SalesForce?


    Best Regards

    Sara

  • Mike_G Jotform Support
    تم الرد بتاريخ ١٤ مايو ٢٠٢٠ في ٦:٥٧ م

    To my understanding, you would like to have a new field in your form passed to a field in Salesforce.

    If the new field is not included in the list of Salesforce fields you can match your form fields with, I would suggest that you create the field as a custom field in Salesforce.

    https://trailhead.salesforce.com/en/content/learn/projects/suggestion_box/suggestion_box_2

    The custom field should appear in the Salesforce integration in your form. Otherwise, please feel free to let us know, and please give us more details about the form you are trying to integrate with Salesforce.

  • sara_chejanovich
    تم الرد بتاريخ ١٥ مايو ٢٠٢٠ في ١١:٠٤ ص

    Thanks for your reply Mike. I tried what your suggestion and it works perfect. Thanks a lot. 

    I would like to create, in the submission of the form, not only an account in SalesForce, if not, an account AND a contact. Is that possible??

    or a Lead and a Contact?


    Thanks a lot

    Sara

  • Richie Jotform Support
    تم الرد بتاريخ ١٥ مايو ٢٠٢٠ في ١٢:١٢ م

    Do note that the Salesforce integration will add your contacts to Account,Contact and Lead.

    Match new field to a field in Salesforce Image 10

    Guide:https://www.jotform.com/help/271-How-to-Setup-Salesforce-Integration

    To clarify, do you want the submissions to be added to all the lists (Contact,Account and lead)?

    Can you please share more information on how would you like your form to work with Salesforce?

    Looking forward for your response.


  • sara_chejanovich
    تم الرد بتاريخ ١٥ مايو ٢٠٢٠ في ٢:٣٠ م

    thanks for your reply


    Let's say that the form enter some information and with that information I need to create 3 different contacts (contact 1, contact2, contact3) or with the information added in the form I need to create an Account (let say account1) but ALSO a Contact (let say contact1) in SalesForce.


    that is my escenario

    I would like the user to enter all the info, but in the submission to create several objects in SalesForce (3 contacts, or 1 account and 1 contact)


    Am I clear?


    Thanks a lot ! 


    Sara

  • Mike_G Jotform Support
    تم الرد بتاريخ ١٥ مايو ٢٠٢٠ في ٤:١٤ م

    Considering your new concern is about another topic, I have moved it to a new support ticket to avoid confusion.

    https://www.jotform.com/answers/2327087

    We will be responding to that support ticket shortly. For any follow-up questions regarding your new concern, please refer to the new support ticket to avoid confusion.

  • sara_chejanovich
    تم الرد بتاريخ ٢٣ مايو ٢٠٢٠ في ١٢:٤٣ ص

    It is possible to attach the PDF created in the submission as an attachment to the SalesForce Integration?

    How would you suggest to do so?


    Thanks

    Sara

  • Girish Jotform Support
    تم الرد بتاريخ ٢٣ مايو ٢٠٢٠ في ١:٤٨ ص

    Hello Sara,

    I have moved your last response to a new ticket and will answer that shortly: https://www.jotform.com/answers/2342278