-
WalkerStevensonAnswered on May 19, 2020 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?
-
Richie JotForm SupportAnswered on May 19, 2020 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".
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.