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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Unable to integrate with Salesforce

    Asked by coastalbendinnovation on July 17, 2014 at 03:17 PM

    Hi Jotform,

    I'm trying to create a form that connects to Lead object on Salesforce. I've done all the configuration as instructed on your website, but upon submission, my Salesforce is not creating the Lead. Can you help me troubleshoot this?

     

    Thank you.

    integrate create a form create
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    JotForm Support

    Answered by david on July 17, 2014 at 05:30 PM

    Hi,

    If I may ask, what happens upon submission?  Do you receive any errors such as "API is not enabled for this Organization or Partner" when you do your integration?  Are the submissions going through correctly?  Please let us know a bit more about your setup and we will be happy to assist you further.

    Thank you for using Jotform!

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    Answered by coastalbendinnovation on July 23, 2014 at 02:50 PM

    Hi,

    There is no error message at all. That's the problem.

    I know that I use one email to register JotForm and I use another email for my Salesforce account. When I integrate JotForm with Salesforce, I use my Salesforce email to login (obviously). Could it be the reason?

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    JotForm Support

    Answered by david on July 23, 2014 at 03:20 PM

    Hi,

    Using a different email for Jotform and Salesforce should not be the issue.  Is it possible you have reset your security token in salesforce or are using one that is no longer working?  If you change your account information in salesforce it will invalidate any current security tokens and can cause a working integration to no longer work.

    https://help.salesforce.com/HTViewHelpDoc?id=user_security_token.htm&language=en_US

    You could try resetting the token and redoing the integration to see if that works.  Your form and integration appear to be working correctly from what I can tell though.

    Please let us know if this does not help and we will see what else we can do.

    Thank you for using Jotform!

     

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    Answered by coastalbendinnovation on July 23, 2014 at 04:47 PM

    So i'm trying to test my form. I've recently sent 5 submissions, without changing any setting. The form is supposed to integrate with Lead. Only 1 submission actually creates a record on Salesforce. The other 4 submissions doesn't give me any error message but they don't create my leads on salesforce either. i know that I don't have any restriction on Salesforce for Lead, so there must be some thing with my JotForm.

    Could you troubleshoot?

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    Answered by coastalbendinnovation on July 23, 2014 at 05:01 PM

    Is there a way I enable debugging? I know that errors are happening but I don't receive any feedback or error message. It's very hard to figure out what was wrong.

    Can you help?

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    JotForm Support Manager

    Answered by Jeanette on July 23, 2014 at 08:30 PM

    I take for granted that you have followed this guide.

    I also assume that you created a lead with the same fields to map those in your form.

    You might use the Browser Developer console to detect the errors somehow.

    https://developer.mozilla.org/en/docs/Tools/Web_Console

    https://developer.chrome.com/devtools/docs/console

    At any rate, let me do some test and see if I can replicate the problem

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    Answered by coastalbendinnovation on July 28, 2014 at 09:32 AM

    Hi Jotform,

    I've submitted a test to see if jotform can integrate to Salesforce and it doesn't. Here is what the browser console says in Firefox. I submit the exact sames form in Safari but it doesn't work either. Can you advise?

     

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    JotForm Support

    Answered by Welvin on July 28, 2014 at 11:13 AM

    I don't think the errors in your screenshot are causing the integration to fail. It's probably because of the field type in the integration. I will do some tests, is this the correct form URL: http://www.jotform.us/form/42084055563150 ? If yes, are all of the fields mapped to Salesforce? Your prompt reply is very much appreciated.  Thank you!

     

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    Answered by coastalbendinnovation on July 28, 2014 at 12:53 PM

    Yes all fields are mapped to Salesforce.

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    Answered by Carina on July 28, 2014 at 02:18 PM

    Field types can create difficulties in the Integration with Salesforce. I inspected the fields mapped with Salesforce and I believe it is the Status field:

    You are using a radio-button for the Status and I believe it needs to be a picklist (dropdown):

    Let us know if the problem persists.
    Thank you

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    Answered by coastalbendinnovation on September 22, 2014 at 03:55 PM

    Hi Jotform

    No the radio button is not the problem.

     

    Can you take a look at my form: http://form.jotform.us/form/42595814883165

    It works if I integrate these field:

    But doesn't work if I integrate these fields:

    And now when I remove the field "fax" from the list of integration, it doesnt work again.

     

    Is there anyway i can open the debug and identify the troubling field? This is wasting a lot of time and submission...

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    Answered by coastalbendinnovation on September 22, 2014 at 04:17 PM

    So after a while testing, I figure that the Mobile and Fax fields (phone number fields other than "phone") will prevent integration to Salesforce. Could you look into my form?

    Thanks.

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    JotForm Support

    Answered by Welvin on September 22, 2014 at 04:44 PM

    I'm doing my own test, I'll get back to you later today. We need to confirm this before we inform our developers. 

    For now, try using the Textbox field and use numeric validation:

    Thank you!

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    JotForm Support

    Answered by Welvin on September 22, 2014 at 05:04 PM

    Unfortunately, I am not able to replicate this problem. It works fine here:

     

    Here's the mapping of fields;

     

    I haven't change anything to the clone version of your form. All fields are mapped to the Salesforce default fields. Are you mapping the same type of fields? Or do you have a custom one?

    Thank you!

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    Answered by coastalbendinnovation on September 22, 2014 at 05:09 PM

    Hi Jotform,

    I've resolved the problem. The field Mobile and Fax on my salesforce was not set to be visible. I set them to visible, test the form again and it works. I don't quite understand why but it works.

    Thanks for your help anyway.

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    JotForm Support

    Answered by Welvin on September 22, 2014 at 05:26 PM

    That's great to know! Yes, you should set fields as visible. I haven't mentioned this, but default fields are actually visible. 

    If you require any further assistance, feel free to contact us again.

    Thank you for using Jotform! :)