cannot get data to Salesforce integration

  • ServiceDegura
    Asked on November 17, 2020 at 6:40 AM

    Hi support team

    The sales force integration doesn't work.
    Is this limited to a paid subscription ?

    The problem is that even after the integration nothing is changing on Sales Force when you fill out the form

    In that particular example I mapped just the name to find the record and one other to update the field but when I test this and fill out the form nothing happens on Sales Force.
    Why is that so?


    Jotform Thread 2706819 Screenshot
  • Richie JotForm Support
    Replied on November 17, 2020 at 7:17 AM

    Salesforce should work on free plans also.

    I have tested a cloned version of your form and I am able to create an account.

    1605615377 5fb3bf11303fa 2 Screenshot 10

    I would suggest you try to clear your browser's cache and re-integrate Salesforce in your form.

    Let us know how it goes.

  • Paul
    Replied on November 17, 2020 at 9:13 AM

    I am able of creating a new record, but how can i conect the form with an already existing account?

    So i created via the form Richard test
    and I was trying to change with the form the topic "Hierarchie" from "tief" zu "flach", but i didnt worked.


  • Kenneth JotForm Support
    Replied on November 17, 2020 at 10:18 AM

    Hi there,

    In your Salesforce integration settings, I am not seeing the change you applied, can you put it in?

    1605626171 5fb3e93baf37d r1 Screenshot 10

    Perhaps use a clone of the form to test it: https://www.jotform.com/help/27-how-to-clone-an-existing-form-from-your-account

    Awaiting your response.

    Best.

  • Paul
    Replied on November 19, 2020 at 3:20 AM

    1605627253 5fb3ed75c0b08 Screenshot (8) Screenshot 101605627250 5fb3ed72c4654 Screenshot (5) Screenshot 211605627250 5fb3ed726bb3e Screenshot (7) Screenshot 321605627250 5fb3ed7253850 Screenshot (6) Screenshot 43


    It didnt add something to Richard test at "Firmenkultur"

    how can I make this happen?

  • jherwin
    Replied on November 19, 2020 at 3:56 AM

    Not sure why it doesn’t work to your form, but I see you still use the salesforce legacy. Can you please try out the new Salesforce integration in a test/newly create form and see if it works there?

    Kindly give it a try and let us know how it goes.

  • ServiceDegura
    Replied on November 19, 2020 at 5:59 AM

    So i tryed it now with salesforce legacy instead the normal one. And it worked!

    1605783555 5fb650031cbf8 Screenshot (15) Screenshot 10

  • Girish JotForm Support
    Replied on November 19, 2020 at 6:27 AM

    Thanks for the update and glad to know the issue is resolved now at your end.

    Let us know if you come across any further issues.

  • ServiceDegura
    Replied on November 19, 2020 at 8:25 AM

    So next Problem!

    With salceforce Legcay i am able of connecting the form with an existing account and change it.
    But i can't connect the form with a the custom field Opportunity.

    1605792032 5fb67120a5584 Screenshot (16) Screenshot 10

    This option is just in the new sales force integration which dosen't work for us atm.

    I tryed basicly all diffrent option you can think of to connect it succesfully but nothing works.


    1605792200 5fb671c852dbc Screenshot (17) Screenshot 21

    I tryed find an object + create

    just find objekt

    just create

    find objekt + create new object within the thing

    create and option + update box

    and more....
    What am i missing?

  • Patrick_R
    Replied on November 19, 2020 at 9:10 AM

    Hello! Please allow me some time to check this. I'll get back to you soon with an update.

    Thank you!

  • Patrick_R
    Replied on November 19, 2020 at 10:34 AM

    Hello! I'll reply to your latest query here: https://www.jotform.com/answers/2713266

    Thank you!