SalesForce integration: I can neither pull information in to the form, nor update the record with the submitted information

  • Profile Image
    jaimief
    Asked on January 29, 2021 at 12:12 AM

    I've setup the integration and I can neither pull information in to the form, no update the record with the submitted information in SF.


    The instructions that I have https://www.jotform.com/help/1063-how-to-integrate-jotform-with-salesforce also differ from what I'm seeing on my screen. Please advise!


    1611897083_601398fb9a228_

    Screenshot
  • Profile Image
    Rehan_F
    Answered on January 29, 2021 at 06:28 AM

    Greetings,

    Kindly clarify what do you mean when you say "I can neither pull information into the form"?

    I've cleared your form cache. Please delete the existing Salesforce integration and then reintegrate. This will fix all errors in the integration.

    Please try it and let us know if you need further assistance.

    Thanks

  • Profile Image
    jaimief
    Answered on January 29, 2021 at 10:11 PM
    Hello
    There are some fields that I can’t see that I need to use to match records eg: SFDC_Opportunity_ID__c
    Any idea why I can’t see them in the Jot form integration?
    Also is there any way I can debug and see where the “find record” or “update record” is failing?
    Thanks
    Jaimie
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  • Profile Image
    jaimief
    Answered on January 30, 2021 at 02:00 AM
    In addition, the form I am trying to integrate is: “JF test integration SPEX qualification survey“
    I am parsing values into the form (that I will then hide) from a URL encoded link from SF
    Eg: https://form.jotform.com/210100097126844?opportunityId=0064G000017BijhQAC&accountId=0014G00002abIgn&projectEdition64=a064G00001LMH6z&closeDate[day]=31&closeDate[month]=3&closeDate[year]=2021&stage=To%20be%20Qualified&projectEdition=Asia%20Pacific%20Rail%202021&salesperson=005D000000AlNz7&opportunityName=Leszek%20Bat%20-%20Asco%20Rail%20-%20Asia%20Pacific%20Rail%202021&accountName=Asco%20Rail%20Poland
    At the end of the survey I simply want to map a “survey completed” field back to SF
    and map the submission date back
    If you could please help that would be amazing!
    [cid:image001.png@01D6F718.1EC06790]
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  • Profile Image
    Gaetan_B
    Answered on January 30, 2021 at 12:22 PM

    Hello,

    Thank you for reaching out.

    Could you please provide us with a screenshot of your Salesforce fields that are not displayed in our integration? Are those standard or custom fields?

    z6m3x.png

    Please check the next link to find out how to share a screenshot in this support forum.

    How to include screenshot image in the support forum


    Do not hesitate to reach out if you need further assistance

  • Profile Image
    jaimief
    Answered on January 31, 2021 at 08:17 PM

    1612142161_60175651301d8_2021-02-01_09-1Its a custom field as mentioned: SFDC_Opportunity_ID__c

    In addition, the form I am trying to integrate is: “JF test integration SPEX qualification survey“

    I am parsing values into the form (that I will then hide) from a URL encoded link from SF

    Eg: https://form.jotform.com/210100097126844?opportunityId=0064G000017BijhQAC&accountId=0014G00002abIgn&projectEdition64=a064G00001LMH6z&closeDate[day]=31&closeDate[month]=3&closeDate[year]=2021&stage=To%20be%20Qualified&projectEdition=Asia%20Pacific%20Rail%202021&salesperson=005D000000AlNz7&opportunityName=Leszek%20Bat%20-%20Asco%20Rail%20-%20Asia%20Pacific%20Rail%202021&accountName=Asco%20Rail%20Poland

    At the end of the survey I simply want to map a “survey completed” field back to SF and map the submission date back

    Is there any way I can debug and see where the “find record” or “update record” is failing?

    Thanks

    Jaimie

    1612142200_60175678be5e1_2021-01-29_13-1

  • Profile Image
    Vick_W
    Answered on January 31, 2021 at 11:19 PM

    Hi Jamie,

    Could you please check the custom field Visibility settings in your SalesForce account? Here is how you can do it.

    1612152890_6017803a01fce_card.gif

    Please select the field that is not showing up in the Jotform integration and enable the visibility for System Administrator as shown above.

    Please try it and let us know if the field is still not visible.

    Thanks.

  • Profile Image
    jaimief
    Answered on January 31, 2021 at 11:25 PM

    1612153459_601782737047e_2021-02-01_12-2

    Yes it is visible to System Admin

  • Profile Image
    jaimief
    Answered on February 01, 2021 at 10:26 PM

    Hello

    Could you please check the integration setup of the form "JF test integration SPEX qualification survey"
    https://www.jotform.com/build/210100097126844/settings/integrations

    Even without the custom field I am using lots of other fields to find and match a record but I can't see where this is failing. Is there anyway to debug?

    All I am trying to do is write back a Submission Date

    Thanks

    Jaimie

  • Profile Image
    Vick_W
    Answered on February 01, 2021 at 11:45 PM

    Hi Jamie,

    I'm conducting some tests in a clone of your form using our SalesForce test account. As soon as I have some results I'll give you an update here.

    Thanks

  • Profile Image
    Vick_W
    Answered on February 02, 2021 at 05:11 AM

    Hi there,

    The integration seems to be working as expected.

    1612260492_6019248c3a048_


    Please try to delete the integration and reintegrate if the issue persists.

    Thanks

  • Profile Image
    jaimief
    Answered on February 02, 2021 at 06:21 AM

    I have deleted, logged out, cleared my cache, reintegrated and still it can't get the submission date onto the matched record.

    Is there any way for me to see if it matching a record? Or if the update field is failing?


    1612264862_6019359e3ae0e_1612264906_601935ca68a74_2021-02-02_19-1

  • Profile Image
    Richie_P
    Answered on February 02, 2021 at 09:33 AM

    Please note that it is not possible to pull information form Salesforce into JotForm.

    May we know if the basic fields are updated in Salesforce but the custom fields are not or all fields are not updated in your Salesforce?

    Please double check your Salesforce integration and let us know how it goes.

    1612276340_6019627457350_1.png

  • Profile Image
    jaimief
    Answered on February 02, 2021 at 09:44 AM
    I am pre-populating the jotform field using URL encoding from a formula link in salesfoce
    All I want to do is pass a Submission Date back into the matched salesforce record
    I have a unique record ID but Jotform can't see it so i am using a number of other fields to match the record instead
    Surely I can get a submission date mapped back to salesforce?
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