Salesforce update records in campaign

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    WalkerStevenson
    Asked on May 19, 2020 at 01:45 PM

    When you say JotForm attempts to update the record, does that include "Campaign," meaning that it will add the contact to a Salesforce Campaign?

    And does JotForm produce a report describing activity it performed with Salesforce? For example, that the contact was added or that the contact was a duplicate, and so was updated?



    This is a re-post of a comment on SalesForce Duplicate Checking

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    Richie_P
    Answered on May 19, 2020 at 02:07 PM

    When you say JotForm attempts to update the record, does that include "Campaign," meaning that it will add the contact to a Salesforce Campaign?

    The Salesforce integration may add contacts to your "Account","Contact" and "Leads".


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

    And does JotForm produce a report describing activity it performed with Salesforce? For example, that the contact was added or that the contact was a duplicate, and so was updated?

    Unfortunately, we can only create a report of the submission data and not in Salesforce.

    Guide:https://www.jotform.com/help/326-How-to-Create-Form-Reports-in-JotForm

    Hope this information helps.

    If you have further questions, let us know.