Send payment information to salesforce

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    jesse.kriege
    Asked on March 11, 2021 at 04:27 AM

    Hi Team

    I have created integration with salesforce with form https://www.jotform.com/build/210656090461148. In the form there is integration of stripe for payment . I want to take amount and coupon code information from form and map to salesforce fields. Could you please help me with this. Please help asap, it is urgent.


    Thanks

    Priya



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    jesse.kriege
    Answered on March 11, 2021 at 06:30 AM

    Can anybody can answer above concern

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    Mike_G
    Answered on March 11, 2021 at 10:01 AM

    We would like to apologize for any inconvenience. I'm afraid that what you are trying to do is not possible and I can't seem to find any workaround that would meet your requirements.

    Although it is possible to map the payment field to a field in Salesforce in the Salesforce integration settings,

    1615473396_604a2af41150e_zt210311_093524

    it is not possible to select just the amount and the coupon sub-fields on the payment field to map with Salesforce in the integration settings.

    Note: The "Payment Field" on the Salesforce side is a custom field.

    Feel free to let us know if you need any further assistance.

  • Profile Image
    jesse.kriege
    Answered on March 11, 2021 at 10:16 AM

    Hi Mike


    I wanted to create a custom field in salesforce. That field will map with 'enter payment field' from JotForm. I will take entire 'enter payment field' information to one field in salesforce.

    Can you please suggest me that field should be which type?

    Can you please tell me data type of 'Payment Field' which is salesforce side custom field.

    did you get information in 'Payment Field' in Salesforce from JotForm.


    Thanks

    Priya

  • Profile Image
    Alexander_G
    Answered on March 11, 2021 at 02:49 PM

    Hello, Priya 👋

    Thanks for your reply.


    Please, allow us some time to prepare the answer.

    We will get back to you after a while.


    Thanks! 😊

    Alex

  • Profile Image
    jesse.kriege
    Answered on March 11, 2021 at 10:54 PM

    Hi Alex

    Any update on the same.

    Thanks

    Priya


  • Profile Image
    Richie_P
    Answered on March 12, 2021 at 05:44 AM

    Hi Priya,

    It is not possible to take the amount and coupon code information from the form and pass it to the salesforce integration or vice versa.

    If you need further assistance, let us know.


  • Profile Image
    priyanka.mane
    Answered on March 12, 2021 at 07:12 AM

    Hi team


    I wanted to create a custom field in salesforce. That field will map with 'enter payment field' from JotForm. I will take entire 'enter payment field' information to one field in salesforce.

    Can you please suggest me that field should be which type?

    Can you please tell me data type of 'Payment Field' which is salesforce side custom field.

    did you get information in 'Payment Field' in Salesforce from JotForm. Please help asap. Urgent


    Thanks

    Priya

  • Profile Image
    Richie_P
    Answered on March 12, 2021 at 09:08 AM

    Unfortunately your requirement is not available in Salesforce.

    We cannot get the data type of the payment field as this is locked by the payment processor.

    A work around would be using a custom field to hold your product like a multiple choice field or a single choice field.

    You may then assign a value to the field.

    Guide:https://www.jotform.com/help/301-how-to-assign-calculation-value

    Example:

    firefox_8NeCGL6F0c.png

    Once assigned, you can use the form calculation widget to get the value and pass it to your payment field.

    https://www.jotform.com/help/275-how-to-pass-a-calculation-to-a-payment-field

    You can then get the data of your multiple choice/single choice field in Salesforce.

    Hope this information helps.