Salesforce Integration: Ability to create and use Custom Objects

  • Ahmad Khan
    Asked on December 15, 2020 at 9:13 AM

    Hello,

    I was just looking for a form builder for myself. we have requirement to build few forms, like surveys, Training closing forms etc.

    I am using Salesforce CRM and would like to know if it integrates successfully specially with custom objects and fields.

    Regards,

    Ahmad

  • Nikola JotForm Support
    Replied on December 15, 2020 at 10:15 AM

    Hi Ahmad,

    Unfortunately, that is currently not possible. Our Salesforce integration is limited to Account, Contact, and Lead. I will raise your request for a possibility to use Custom Objects with Salesforce Integration to our developers. I cannot tell you when and if this will be implemented, but if there is any update, we will inform you here.

    For now, you can only integrate JotForm to a custom object in SalesForce via Zapier or Automate.io.

    https://zapier.com/apps/jotform/integrations/salesforce

    https://automate.io/app/bots/install/jotform/salesforce/new-form-entry/add-custom-object