Katie BloomfieldAnswered on October 12, 2021 10:11 PM
Hi there! If I want to create a record on a custom object in Salesforce using Jotform, will Jotform look for an existing Contact record to connect the new record to? Or does this only work for new Contacts? For example, I want Jane Smith to complete a survey every quarter, can I use Jotform to create a new survey record every quarter and connect it to Jane's existing Contact record?
I'm doing a demo for a potential client this afternoon and would love to confirm that this solution will work for them if at all possible. Sorry, couldn't find my answer in your documentation.
Vanessa_TAnswered on October 13, 2021 01:53 AM
That can be done even with custom objects.
Within the integration, select Find a record as the action, then specify your matching parameters then the data to be updated.