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    Salesforce via Zapier: Check box not showing properly

    Asked by iMatter on September 06, 2015 at 01:57 AM

    Great - but I just tried it and it doesn't appear to be working. I'm still seeing commas. I even tried to create a new checkbox field, in case it only works for new fields created since the change. But still just commas.

    Is there something else I need to do?

    salesforce zapier
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    JotForm Support

    Answered by NeilVicente on September 06, 2015 at 05:44 AM

    Hi,

    The update we released isn't really retroactive; it will only work for new submissions made from here on out. Unfortunately, since Zapier gets the data from us—and not the other way around—there is no way to automatically update the old records. You will have to update your old Salesforce records manually.

    Sorry about that.

    Neil

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    Answered by iMatter on September 06, 2015 at 08:35 AM

    Sorry - I'm not talking about old records. I did a new submission and it didn't work. Then I even tried replacing my old field (in Jotform) with a new, but identical, checkbox field, and then created another new submission - and it still didn't work.

    It is the "What skills do you have..." question on this form.

    http://form.jotform.us/form/50923093564154

     

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    JotForm Support

    Answered by jonathan on September 06, 2015 at 02:59 PM

    @ iMatter

    Can you please try also doing the re-integration process. That is, remove the Salesforce integration and redo the process of integration again. This is just be sure the integration is up to date.

    It will also help us if troubleshoot the issue if you can provide us the screenshot image of the result in your Salesforce screen after the submission of the form. You can attach the screenshot image to your response using the guide here.

    We will wait for your updated response

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    Answered by iMatter on September 06, 2015 at 06:27 PM

    I've attached a screenshot below. 

    Are you sure I need to completely re-do the integration? I don't understand why that would make a difference. It is a pain for me to do that. I copied the Zapier integration that I had -  and turned off the old one - and turned on the new copy. That should function as a new integration. And the below is the result. 

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    JotForm Support

    Answered by jonathan on September 06, 2015 at 07:38 PM

    I understand the hesitation to redo the integration.. However, I think its an option that we should consider doing on the form. 

    When doing the re-integration, it will make sure to apply the updates done on the API or on JotForm side to the Salesforce/Zapier. When re-integrating it will refresh all the connections.

    Please try also the process. Let us know if it did not make any difference.

     

    Regars,

     

     

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    Answered by iMatter on January 18, 2016 at 05:04 PM

    OK - so it took me a few months, but I just did the re-integration and it still doesn't work. I created a brand new Zap, from scratch. The checkbox field in Jotform is still not working - in that it is still sending commas to Zap. Then Zap sends the comma to salesforce - and the different selections the user made in Jotform are interpreted as one long selection with a lot of commas in it.

    This screenshot shows the information that Zap has received from Jotform before it sends it to Salesforce.

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    JotForm Support

    Answered by Chriistian on January 18, 2016 at 11:04 PM

    Hi,

     

    Sorry for the inconvenience. Perhaps you can try directly integrating the form to Salesforce instead to see if that fixes your issue. For more information about the Salesforce integration, here's a couple of guides that may help: 

    Flexible Data Integration with Salesforce

    Mastering SalesForce with JotForm

     

    Do inform us if you need further assistance,
    Regards.

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    Answered by iMatter on January 18, 2016 at 11:43 PM

    Hello,

    That's a REALLY frustrating response. I started using Zapier because the Jotform direct integration to salesforce wouldn't work for what I wanted to do. And when it failed, there was almost no way to figure out what was going on. So someone in Jotform support suggested I try Zapier, and it works. http://www.jotform.com/answers/546376-Questions-about-Salesforce-integration#1

    So - now, telling me to try the direct integration is just not OK.

     

    All that is necessary is for Jotform to send a semi-colon instead of a comma between the checkbox options. Supposedly this was fixed!!! See this thread: http://www.jotform.com/answers/462837 Look at the answer provided by NellVicente on September 05, 2015 at 03:56 PM

    So was it fixed or not? And why isn't it working?

    Larry

     

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    JotForm Support

    Answered by jonathan on January 19, 2016 at 01:38 AM

    Hi Larry,

    We apologize for the inconvenience caused. And we understand the frustration on this.

    I will relay the issue to our developer NeilVicente. 

    I will get back to you on this thread as soon as I have update from him.

    Thanks.

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    Answered by iMatter on February 04, 2016 at 06:58 PM

    Any update?

     

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    JotForm Support

    Answered by Chriistian on February 04, 2016 at 08:29 PM

    There is no update so far. I understand this can be very frustrating. Rest assured we will inform you on this thread as soon as there is an update. Thank you.

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    Answered by iMatter on March 16, 2016 at 11:14 AM

    Sorry - I have to check again if there is an update. Especially because NeilVicente said that this was fixed in another thread months ago.

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    JotForm Support

    Answered by beril on March 16, 2016 at 12:30 PM

    Thank you for checking up on this thread. We currently don't have an update yet.  However, I've asked your issue to our developer. Be sure that he will check it as soon as possible. We will inform you via this thread when there is an update. 

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    JotForm Support

    Answered by NeilVicente on May 01, 2016 at 05:40 PM

    Hi,

    We are terribly sorry for overlooking this issue—the problem has been rectified on the direct SalesForce integration. Nevertheless, I'd like to inform you that the SalesForce to JotForm via Zapier was also fixed today.