How to add the donation amount in my salesforce integration?

  • Irma_Rivera
    Asked on March 18, 2023 at 6:53 PM

    I am testing out a donation form that I have integrated with salesforce. I tested a couple of donation and see the contacts were added to salesforce but I do not see the donation amount. I know that lives in Stripe which is our payment method. How do I get this information to pull into salesforce?

  • Ryan JotForm Support
    Replied on March 19, 2023 at 2:52 AM

    Hello Irma,

    Thanks for reaching out to Jotform Support. I checked your form's Salesforce integration and I do not see the donation amount. You may need to add it in your Salesforce integration so that it will also be added in your salesforce account. If you are not able to add the donation amount of your payment integration in your Salesforce integration, you may need to add a Short Text field and copy the value of the donation amount. By doing this, you may then set the Short Text field as one of the fields in your Salesforce integration. Let me show you how:

    1. In your Form Builder, add a Short Text field.

    1679208425 6416afe9823fe  Screenshot 10
    2. Create an Update/Calculate Field condition.

    1679208433 6416aff18ef79  Screenshot 21
    3. Set the condition below:

    IF Donation Amount
    STATE Is Filled

    DO Copy a Field's value
    FROM Donation Amount
    To Donation Amount Value

    After that, click Save.

    1679208449 6416b001defb3  Screenshot 32

    1679208497 6416b031a778c  Screenshot 43
    You might also want to check out this guide about How to Pass Field Value to Another Field.

    Reach out again if you have any other questions.