How does this, or does it at all, work with cases in Salesforce?

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    Kendal Orrison
    Asked on November 19, 2020 at 04:25 AM

    How does this, or does it at all, work with cases in Salesforce? We run our help desk in Salesforce and would LOVE to make forms in JotForm that could populate fields in a new case. Right now all we can do it use email-to-case to send an email with the form data into Salesforce which doesn't populate any case fields.I feel like you are so close yet so far away from this functionality.Thank you.



    This is a re-post of a comment on Do even more with our updated Salesforce integration

  • Profile Image
    Vick_W
    Answered on November 19, 2020 at 05:02 AM

    Hi Kendal,

    On a good note, I will have to disagree with you on this :). The new integration does allow the creation of cases and populate fields in Cases as well. Please check the instructions below.

    While integrating SalesForce New integration the second option is to "Select An Object". Here you can write "CASE" and all the available objects realted to CASES in SalesForce will appear as you can see below.

    1605779840_5fb64180310b4_

    In the next step, you can select the fields that you'd like to populate as a result of JotForm submission.

    1605779919_5fb641cf86ae8_

    Then click on Save Action and complete the integration.

    1605779981_5fb6420dd63dd_

    I've sent a test submission on SalesForce and you can see the Case with the populated fields below.

    1605780069_5fb6426565032_

    You can create a new form and test the new integration and see if it fulfills your requirements.

    If you have any questions or concerns then please let us know here.

    Thanks.

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    Kendal Orrison 
    Answered on November 19, 2020 at 08:38 AM

    Excellent! That's super exciting. I'll start playing around again.