- therelationshipfoundationAsked on July 30, 2015 at 04:46 PM
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?
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.
- JotForm SupportBDAVIDAnswered on July 30, 2015 at 09:07 PM
I just did a fresh test integration, and it work:
Can you reset your security token?
- therelationshipfoundationAnswered 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
- JotForm SupportBDAVIDAnswered 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).
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.
- therelationshipfoundationAnswered 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?
- JotForm SupportBDAVIDAnswered 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.
- JotForm SupportBDAVIDAnswered 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.
- JotForm SupportNeilVicenteAnswered on May 30, 2016 at 07:30 AM
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.