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sara_chejanovichAsked on May 14, 2020 at 6:46 PM
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
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Mike_G JotForm SupportReplied on May 14, 2020 at 6:57 PM
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.
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sara_chejanovichReplied on May 15, 2020 at 11:04 AM
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
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Richie JotForm SupportReplied on May 15, 2020 at 12:12 PM
Do note that the Salesforce integration will add your contacts to Account,Contact and Lead.
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.
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sara_chejanovichReplied on May 15, 2020 at 2:30 PM
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
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Mike_G JotForm SupportReplied on May 15, 2020 at 4:14 PM
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.
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sara_chejanovichReplied on May 23, 2020 at 12:43 AM
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Girish JotForm SupportReplied on May 23, 2020 at 1:48 AM
Hello Sara,
I have moved your last response to a new ticket and will answer that shortly: https://www.jotform.com/answers/2342278