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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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    Form not forwarding to Salesforce when mapping custom checkbox field

    Asked by therelationshipfoundation on July 30, 2015 at 04:46 PM

    Hi,

     

    I created a form that emails us every time it is filled out. It also creates a lead in salesforce.

    When I first created the form it worked perfectly. Now it is not creating a lead in salesforce. It still emails us though. I tried to redo the form and link everything all over again but it still is not creating a lead in salesforce. Can you please advise?

     

    Hi,

    If you create your Form in our JotForm Form builder, then you can just integrate SalesForce to your Form, here's a guide for that: http://www.jotform.com/help/271-Flexible-Data-Integration-with-Salesforce.

    After that, you can embed our forms to "Muse", here's a guide on how to add it there: http://www.jotform.com/help/99-Adding-Form-to-Adobe-Muse.

    I hope that helps.

    Thanks.

    Page URL:
    http://trf.net/contact.html

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    JotForm Support

    Answered by BDAVID on July 30, 2015 at 09:07 PM

    I just did a fresh test integration, and it work:

    Can you reset your security token?

     

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    Answered by therelationshipfoundation on August 04, 2015 at 11:36 AM

    I have reset my security token and retested, This has not helped. I am lost as to why

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    JotForm Support

    Answered by BDAVID on August 04, 2015 at 01:08 PM

    Make sure the field you are mapping are the same type of field in SaleForce. I would recommend you the following:

    1. Make a clone of your form(Keep the original form with Salesforce integration intact).

    http://www.jotform.com/help/27-How-to-clone-an-existing-form-from-your-account

    2. On the cloned version, you can test the new  security token 

    3. Redo the integration with a few fields only for testing purpose. For example, you could  map the Name and Email fields, then submit the form to see if that works.

    Let us know what happens.

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    Answered by therelationshipfoundation on August 11, 2015 at 03:17 PM

    The problem came from a check box not working. I want to add a check box for people to select that they want to be on our mailing list. On salesforce side, I have a simple checkbox custom field. On Jotform, I also created a checkbox and mapped them together.

     

    Can you help me put this connection in place?

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    JotForm Support

    Answered by BDAVID on August 11, 2015 at 05:37 PM

    What is the form in question? Check Box should work on Salesforce Integration. Just make sure the field type matched the same field type on your Salesforce side.

    I will try to test with custom field on my end to see if there is a problem with mapping check boxes.

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    JotForm Support

    Answered by BDAVID on August 12, 2015 at 12:18 AM

    After creating the custom field, a simple check box and integrating back again, I could replicate the issue:

    It does not forward the data to Salesforce. I will go ahead and report this to our second level to obtain further help.

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    JotForm Support

    Answered by NeilVicente on May 30, 2016 at 07:30 AM

    Hi,

    Sorry for the very late update, but we are glad to inform you that this has been fixed.

    You may now map a JotForm checkbox to a SalesForce custom checkbox field and send new submissions to SalesForce successfully.

    Do let us know if you have questions or concerns.

    Best,