Salesforce integration and "Person Accounts" record type

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    Asked on June 09, 2020 at 03:55 PM

    Hi. We have the Salesforce CRM integration up and running. It is successfully connecting to our Salesforce. I have two questions:

    1) In Salesforce our primary record type is "Person Account". Was your integration written to work well with "Person Account"?

    2) Your integration has three selectable options: Account, Contact, and Lead. Which of these correspond to "Person Account"? 

    Currently we have "Account" selected. Our salesforce logs show that when a new submission is entered Jotform reaches out to Salesforce and creates a successful connection, however no new records are created. We have tried many test entries.

    Thank you

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    Answered on June 09, 2020 at 09:29 PM

    Our Salesforce integration is able to create 'Account', 'Contact', and 'Lead' standard objects. It has not been tested for the 'Person Account' record type.

    It seems that the 'Person Account' record type needs to be enabled by Salesforce support, so I am unable to test this at the moment.

    The integration will not create a record if the fields (data format) do not match. It is recommended to test the integration with a minimum amount of mapped fields.