Not seeing the date show up in Salesforce after running several tests.

However, I'm still not seeing the date show up in Salesforce after running several tests.

Hi, is the "Birth Date" field of your form the only one that is not passing to your Salesforce? 

Please check if your Salesforce field matches the same type. Also, check if you Date form field matches the date format of your Salesforce field:

Let us know if you need more help.

I’m not seeing any of the fields come thru. Regarding the date field, in both systems, it is set to mm-dd-yyyy. I will try removing that field to see if it works without it, then I will have isolated the problem at least. However, I have another form in production and it’s been working fine until yesterday when a response did not flow to Salesforce.

It would be so helpful if there was a log that tracked what worked correctly and when a record failed to be accepted by Salesforce.

I just tried this out with a simple test form and the date field is successfully mapped to Salesforce' Birth Date field. Note that I did not make any change in the Date Picker's default format, as well as on the Salesforce' format.

Nevertheless, yes, please do inform us if you still need further assistance after your tests.

As for your other form, kindly share to us the form URL, a sample submission ID and how it looks on your Salesforce. Basically, please give us as much detail as you can with your form and in your Salesforce setup so we can help determine what is causing the issue.

Where-to-Find-My-Form-URL

Where-to-Find-the-Submission-ID

How-to-Post-Screenshots-to-Our-Support-System (Note: Email Attachment Is Not Supported)

I have no idea why but it's working today.

Good to know that. It might have been an temporary glitch. Let us know if you need more help.

Having problems with form again.  I finally had this working, then added a question that didn't work so I removed it. Then it started to fail and I haven't been able to get any tests to go thru.  Finally decided to try building it again from scratch. Integration looks good, system says it was successful but no data is going thru to Salesforce. 

Original form - https://form.jotform.com/201403665714046

New version of it from scratch - https://form.jotform.com/201442632922044

For both forms, it seems that everything is set up just fine since these are basic fields, however, I am not quite familiar with the How Did You Hear About Us? Salesforce field.

Is this a custom field? If yes, please make sure that the field in JotForm matches that of the Salesforce field. I can see you have setup the JotForm field as Multiple Choice field, please make sure that it is of the same type in Salesforce and all the options are the same so it can be properly mapped.

That question was working before.  This only failed after I added a new question, when it failed after that new question, I deleted that same question and the form stopped working.  Can I go back a level to a former version of a form?  That might help me sort this out. 

The field is a pick list in both systems. It is a custom field in Salesforce.  This is how it is set up and above I posted how it is set up in JotForm  https://www.jotform.com/build/201403665714046

 

 

 

 

 

Hi - Yes, you may try reverting your form to its previous version to see if it would help. I would suggest, however, backing up your submissions first to prevent data loss.

Guides: 

How-to-View-Form-Revision-History 

How-to-Download-Form-Submissions-as-Excel-CSV-PDF 

Moreover, you can disconnect - connect the salesforce integration from your form for troubleshooting purposes. I have also cleared your form cache as a precaution.

Let us know how it goes.

I reverted to the version that was in use last on 5/21, although not 100% certain that was the version that was finally working. As the integration was not also recovered, I set that up anew.  I ran several tests that all failed to send to Salesforce. I then systematically removed one field at a time from the form and tested again.  I'm now only trying to send Name, Phone, Address and email and it's still not working! These are all standard Salesforce fields in the Contact Object. I'm completely stumped as to how to resolve this.

I have learned a hard lesson, though.  After I had reached success, I should not have touched the working form but cloned it for further development. 

I have cloned the latest form you created and integrated it with SalesForce on my end, after performing some tests I can see the data was passed, I have mapped only few basic fields: 

You may also try resetting the security key on SalesForce, note that you will need to update it in all the forms where you're using the integration, this guide will help you to do so: https://help.salesforce.com/apex/HTViewHelpDoc?id=user_security_token.htm 

I hope this helps. 

Thanks for the suggestion.  I did try that.  I updated the token first is my one working form and it worked fine.  But the one I'm working on still did not flow thru.  It looks like the address has to do with the phone field because I tested (a duplicate form) by removing the integration with everything but phone, name and email and it failed. Then tested again with name, email and address and it went thru.  This is driving me nuts because there are no error messages to assist.  And I thought I had the phone set up the same way as I do in my working form but I'll verify that. 

Kindly try using a short text entry field to map with the phone field and see if that makes any differences. 

Let us know if this persists, we will need to report this issue to our back-end team for further inspection. 

I determined that the phone field was the problem.  We have multiple fields in our Salesforce set up:  Work Phone, Mobile phone, Home Phone and Phone.  I'm only been able to successfully map to Phone.  When I changed the integration from Mobile to Phone, it works. I've reached out to the Salesforce focal in our organization to ask if the other phone fields are custom. 

I will try that approach for the other phone types. 

Thank you for your update.

I have tried mapping multiple JotForm Phone fields (Input Mask enabled) to the standard Phone fields of Salesforce (Phone, Home Phone, and Mobile Phone), and so far it worked properly.

Anyway, if you need further assistance, let us know.

I'm not sure what caused this but I just checked Salesforce and about 15 tests that I attempted several days ago just showed up. All are dated for today at 2:58pm (I assume in my time zone which is Central) and it's 3:10 now. Any ideas? 

Regarding the phone fields, I can map Home and Phone but Mobile and Work are still not transferring to Salesforce.

Hi, try putting your Salesforce Time Zone the same as  your JotForm account's Time Zone.

In regards to the phone fields that are not passing. Try creating new custom Salesforce fields. I would suggest you Text field types. Then, edit your integration and try to map those phone fields to the new custom Salesforce Text fields.

Looks like both are set to the same time zone.  Any idea why all these records just loaded?

 

Regarding the phone fields, I'm testing that now but not seeing any records in Salesforce yet, I'll keep looking for while.   

I'm testing the phone issues in a simpler form now - https://form.jotform.com/201442632922044  

Instead of altering the form, I'm just turning on and off the integration to test different fields, that seems to be more productive. 

 

I am not sure, probably the just loaded due to a delay in our server. If the issue persist, please open a separate support ticket.

I have cloned your form, and noticed that only the field called "Phone Number" and "Home Phone" are phone field types:

The "Mobile" and "Work Phone" are Text fields, so they must be mapped to a Salesforce Text Field. Otherwise, replace them with Phone fields:

Let us know if you need more help.

We finally sorted out the problem with the phone #s.  Not sure if this is standard or custom set up in Salesforce, someone else set it up for us.  In our set-up the Phone number is dependent on the response to this questions: 

Preferred Phone:  

Choices:  Home, Work, Mobile

The Phone number is then populated based on that selected. 

So, by directly using Phone in the form and populating that field, I was mucking up the results. 

We finally have this working with Zapier and Salesforce and are ready for final testing (the stage we call idiot-proofing) and some beautification, then pushing it live next week!