Salesforce Integration: unable to connect the form using the Opportunity object

  • ServiceDegura
    Asked on November 19, 2020 at 10:19 AM
    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 10:50 AM

    Hello! It seems that you're still making changes to your form. The current setup that I see on your "Salesforce Test" form is attached below. Is this setup not working?

    1605800753 5fb693317df6f chrome capture Screenshot 10

    1605800769 5fb69341051e9 chrome capture Screenshot 21

    I tested somewhat similar setup (provided below) and the create and update Opportunity is working fine for me.

    1605800979 5fb69413c23d6 chrome capture Screenshot 32

    1605801010 5fb694326233e chrome capture Screenshot 43

    This is the form I tested on: https://form.jotform.com/203234428891053

    Can you please elaborate your intended setup with which you're facing issues. We'll test the same and get back to you accordingly.

    Thank you!

  • ServiceDegura
    Replied on November 21, 2020 at 2:50 PM

    Like i explaned before I tryed basicly all the diffrent options, and none of them are working. So this is just one version atm that I have tryed.

    What are you recommending on trying out?

  • Gustavo_H
    Replied on November 21, 2020 at 9:21 PM

    Hi, ServiceDegura


    Like my colleague, I have cloned your form, but I was not able to reproduce the same error. This was the integration that I have set up in my form.

    1606011647 5fb9caffcea1a  Screenshot 10


    This is what I have filled in the form.

    1606011595 5fb9cacbed82d  Screenshot 21


    This was the result that I got in the Salesforce Dashboard.

    1606011611 5fb9cadbd7cdf  Screenshot 32


    Can you please elaborate further on when the error arises? From what I can see, you could map the field and save the integration. In your Salesforce Dashboard, could you not find a new entry? Kindly search in the link highlighted in the screenshot below.

    1606011626 5fb9caea85538  Screenshot 43


    Please, let us know how it goes.

  • ServiceDegura
    Replied on November 24, 2020 at 4:14 AM

    Hi thanks, for the detailed answer.
    The problem arises when i try to map alredy existing fields from salesforce with Jotform.

    So in your example i can create a new opportunity with the jotform checklist but iam not able to change existing records, which is what i am looking to do.


    here i show you the problem

    1606209185 5fbccea19863c Screenshot (21) Screenshot 101606209186 5fbccea201cc5 Screenshot (23) Screenshot 211606209185 5fbccea1d7a64 Screenshot (22) Screenshot 321606209185 5fbccea17cc0f Screenshot (24) Screenshot 43


    So after sending the form nothing changed in the Salesforce opportunity

    Does it make a diffrent that we haven't updatet to the premium version yet?

  • Sümer JotForm Developer
    Replied on November 24, 2020 at 7:20 AM

    Hi ServiceDegura,

    I've been working on this issue. You'll be notified when I'm done via this thread.

    Do not hesitate to contact us if you have any further questions.

  • Sümer JotForm Developer
    Replied on November 24, 2020 at 8:27 AM

    Hi ServiceDegura,

    So in your example i can create a new opportunity with the jotform checklist but iam not able to change existing records, which is what i am looking to do.

    Thank you for the additional information. As far as I understand, you would like to update an existing field; in my case, this is the Name field in Salesforce linked to Accountname:

    1606223686 5fbd0746d985d  Screenshot 10

    I have one opportunity named "test sylas" in Salesforce. When I change something (and make Accountname "test sylas"), it seems that the integration detects it (as I configured) and updates the fields that need to be updated.

    Please see the screencast below where I update the "Firmenkultur" field and observe how it changes (traditional to modern) for "test sylas":

    1606224273 5fbd0991f1c76  Screenshot 21

    Could you please make sure your integration settings are correct, and give it one more try? As I mentioned above, please make sure that you make changes depending on the fields you've mapped in the integration configuration page (as I mapped Name with Accountname, meaning that if there's the same name entered into Account name, update that Salesforce record). Looking forward to hearing from you.

    Do not hesitate to contact us if you have any further questions.

  • ServiceDegura
    Replied on November 26, 2020 at 11:02 AM

    So Well thanks alot it finaly worked out!

    Thanks so much for the support