NSCA AdminAnswered on March 01, 2022 08:11 AM
How can I integrate Jot form with salesforce without Creating duplicate Accounts. Ex. When i create the contact Alfredo Ford salesforce create the account Ford Household and if i create the contact Carmen Ford salesforce create another Ford Household instead add the contact Carmen Ford to the existent Ford Household
Cecile JotForm SupportAnswered on March 01, 2022 08:39 AM
I do not think that you can add additional info to the existing contact in Salesforce. However, do note that you are given an option to update your record in Salesforce if an existing record is found. Check the screenshot below.
If, in any case, I have misunderstood your concern, please do not hesitate to let us know and give us more details about your requirements.
Alfredo E SilverioAnswered on March 01, 2022 08:45 AM
Good Morning Ms. Cecile,
Thanks for your response. I Added that checkmark, and it was worse because the system didn't add the contact in Salesforce.
enterprisesupportteamAnswered on March 01, 2022 09:04 AM
Hello Alfredo E Silverio,
We apologise for the inconvenience caused to you. Can you please provide us with a screenshot of the issue. This will allow us to better understand the problem from your side. Please see this guide to assist you in uploading the screenshots.