How to add the donation amount in my salesforce integration?

Irma_Rivera
Asked on March 18, 2023 at 06:53 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

Answered on March 19, 2023 at 02:52 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.

2. Create an Update/Calculate Field condition.

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.

Result:

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.