Salesforce Integration: Can I use it for Web to Case too?

  • Parham Nassiri
    Answered on November 05, 2022 11:39 PM

    Hi,
    Can I use it for Web to Case too?

    Page URL: https://www.jotform.com/help/1063-how-to-integrate-jotform-with-salesforce/
  • Saeed Support Team Lead
    Answered on November 06, 2022 04:06 AM

    Hi Parham,

    Thanks for contacting Jotform Support. Can you please provide more details about your question? If we can get as clear as possible on your use case, this will help us better answer your query.

    On the other hand, if you want to populate fields in Cases as well, The Salesforce integration with Jotform does allow the creation of cases and populate fields in Cases. Please check the instructions below.

    While integrating SalesForce New integration the second option is to "Select An Object". Here you can write "CASE" and all the available objects related to CASES in SalesForce will appear as you can see below.

    1605779840 5fb64180310b4 Screenshot 10

    In the next step, you can select the fields that you'd like to populate as a result of the Jotform submission.

    1605779919 5fb641cf86ae8 Screenshot 21

    Then click on Save Action and complete the integration.

    1605779981 5fb6420dd63dd Screenshot 32

    Below is the example of submission on SalesForce and you can see the Case with the populated fields.

    1605780069 5fb6426565032 Screenshot 43

    You can create a new form and test the new integration and see if it fulfills your requirements.

    Give it a try and let us know if you need any other help.