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  • Profile Image

    Salesforce Integration need assistance

    Asked by deemax on December 29, 2015 at 01:46 PM

    Can I speak to a representative to assist me with Salesforce integration.  I have it setup but it appears the fields that are in the leads on Salesforce is not coming through to JotForms and so mapping is not working.  It is imperative I get this working today.

     

    Thank you,

    DeAnna

    618-718-3862

    assistance and leads mapping setup
  • Profile Image
    JotForm Support

    Answered by Charlie on December 29, 2015 at 03:06 PM

    I checked the Salesforce integration and it seems everything is working as expected. Please note that the "Full Name", "Email" and "Company" fields are required.

    It would also be best to use the "Quick Tools" for fields like "Full Name", "Emails" and the basic information.

    Here's how I did mine:

    1. First, make sure that you authenticate successfully in the integration wizard. Choose an item in the list, "Account", "Contact" or "Lead".

     

    2. In my case, I'll select "Lead". Make sure that it you match the correct fields. It would be best to use the fields under the "Quick Tools" section for common or basic information like "Full Name" and "Email". After that, click "Complete Integration". 

    3. I then made a test submission with name "Alfonso Steele".

    4. My submission went through and was added in my "Leads".

     

     

    To learn more about the Salesforce integration to JotForm, perhaps you can check this guide link: http://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm 

    You might also contact the support in Salesforce to help you in setting up your Lead in your actual Salesforce account.

    Let us know if you need more information on this.

  • Profile Image

    Answered by deemax on December 29, 2015 at 03:24 PM

    The integration was successful as far as the setup but when I go to map the fields and select leads the list of available fields to map is not my entire available leads fields. How do I get all my fields to appear as an option on the mapping?  

     

  • Profile Image

    Answered by victor on December 29, 2015 at 04:42 PM

    Can you please indicate what field you are looking for? If you press the ADD NEW FIELD, two dropdowns will appear. The left will contain all the SalesForce fields that are available to map and the right will contain all the form fields.

  • Profile Image

    Answered by deemax on December 29, 2015 at 04:45 PM
    Action
    Field Label
    API Name
    Installed PackageData TypeIndexedControlling FieldModified ByEdit

    | Del

    Alt Email
    Alt_Email__c Email DeAnna Humphrey
    , 10/15/2015 5:41 PMEdit

    | Del

    Approval Amount

    Approval_Amount__c Currency(18, 0) DeAnna Humphrey
    , 10/6/2015 1:35 PMEdit

    | Del

    Approval Date

    Approval_Date__c Date DeAnna Humphrey
    , 10/6/2015 1:32 PMEdit

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    Approval Rate

    Approval_Rate__c Percent(18, 0) DeAnna Humphrey
    , 10/6/2015 1:37 PMEdit

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    Approval Term

    Approval_Term__c Number(18, 0) DeAnna Humphrey
    , 10/6/2015 1:32 PMEdit

    | Del

    Call Date
    Call_Date__c Date DeAnna Humphrey
    , 10/6/2015 2:50 PMEdit

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    | Replace

    Call Handled By

    Call_Handled_By__c Picklist DeAnna Humphrey
    , 10/6/2015 2:54 PMEdit

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    Cash Bonus
    Cash_Bonus__c Currency(16, 2) SF Admin
    , 9/30/2015 9:26 AMEdit

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    Cell Phone
    Cell_Phone__c Phone DeAnna Humphrey
    , 10/15/2015 2:25 PMEdit

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    Co-Buyer Driver's License Upload

    Co_Buyer_Driver_s_License_Upload__c URL(255) DeAnna Humphrey
    , 11/5/2015 1:51 PMEdit

    | Del

    Co-Buyer Reference 1 Address

    Co_Buyer_Reference__c Text(100) DeAnna Humphrey
    , 11/5/2015 1:53 PMEdit

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    Co-Buyer Reference 1 Name

    Co_Buyer_Reference_1__c Text(48) DeAnna Humphrey
    , 11/5/2015 1:52 PMEdit

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    Co-Buyer Reference 1 Relationship

    Co_Buyer_Reference_1_Relationship__c Text(48) DeAnna Humphrey
    , 11/5/2015 1:55 PMEdit

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    Co-Buyer Reference 2 Address

    Co_Buyer_Reference_2_Address__c Text(100) DeAnna Humphrey
    , 11/5/2015 1:57 PMEdit

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    Co-Buyer Reference 2 Name

    Co_Buyer_Reference_2_Name__c Text(48) DeAnna Humphrey
    , 11/5/2015 1:55 PMEdit

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    Co-Buyer Reference 2 Phone

    Co_Buyer_Reference_2_Phone__c Phone DeAnna Humphrey
    , 11/5/2015 1:56 PMEdit

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    Co-Buyer Reference 2 Relationship

    Co_Buyer_Reference_2_Relationship__c Text(48) DeAnna Humphrey
    , 11/5/2015 1:57 PMEdit

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    Collateral
    Collateral__c Picklist DeAnna Humphrey
    , 11/5/2015 2:44 PMEdit

    | Del

    Credit Application Date

    Credit_Application_Date__c Date SF Admin
    , 9/30/2015 9:31 AMEdit

    | Del

    | Replace

    Credit Application Submitted

    Credit_Application__c Picklist DeAnna Humphrey
    , 10/6/2015 2:56 PMEdit

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    Credit Score

    Credit_Score__c Number(18, 0) DeAnna Humphrey
    , 10/6/2015 1:13 PMEdit

    | Del

    Date of Birth

    Date_of_Birth__c Date DeAnna Humphrey
    , 10/15/2015 3:47 PMEdit

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    Dealership Name

    Dealership_Name__c Text(48) DeAnna Humphrey
    , 11/5/2015 1:35 PMEdit

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    Dealershp Phone

    Dealershp_Phone__c Phone DeAnna Humphrey
    , 11/5/2015 1:36 PMEdit

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    Delivery Type

    Delivery_Type__c Picklist DeAnna Humphrey
    , 11/5/2015 2:42 PMEdit

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    Driver's License Upload

    Driver_s_License_Upload__c URL(255) DeAnna Humphrey
    , 11/5/2015 2:01 PMEdit

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    EIRC MPAY
    EIRC_MPAY__c Number(18, 0) DeAnna Humphrey
    , 11/16/2015 9:08 AMEdit

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    EIRC ORIG BAL

    EIRC_ORIG_BAL__c Number(18, 0) DeAnna Humphrey
    , 11/16/2015 9:12 AMEdit

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    EIRC ORIG TERM

    EIRC_TERM__c Number(18, 0) DeAnna Humphrey
    , 11/16/2015 10:52 AMEdit

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    EIRC REM BALANCE

    EIRC_REM_BALANCE__c Currency(18, 0) DeAnna Humphrey
    , 11/16/2015 9:03 AMEdit

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    EIRC REM TERM

    EIRC_MREM__c Number(18, 0) DeAnna Humphrey
    , 11/16/2015 10:43 AMEdit

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    Employment Status

    Employment_Status__c Picklist DeAnna Humphrey
    , 10/15/2015 4:27 PMEdit

    | Del

    Exact Mileage

    Exact_Mileage__c Number(18, 0) DeAnna Humphrey
    , 11/5/2015 2:00 PMEdit

    | Del

    FICO Score
    FICO_Score__c Number(18, 0) DeAnna Humphrey
    , 11/5/2015 1:16 PMEdit

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    Finance Savings

    Finance_Savings__c Currency(16, 2) DeAnna Humphrey
    , 10/5/2015 9:44 AMEdit

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    Full Name
    Full_Name__c Text(80) DeAnna Humphrey
    , 10/5/2015 11:35 AMEdit

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    Funded Amount

    Funded_Amount__c Currency(18, 0) DeAnna Humphrey
    , 10/6/2015 1:34 PMEdit

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    | Replace

    Funded Status

    Funded_Status__c Picklist DeAnna Humphrey
    , 11/5/2015 1:22 PMEdit

    | Del

    Funding Date

    Funding_Date__c Date DeAnna Humphrey
    , 10/6/2015 1:28 PMEdit
    [image:
    Managed - Installed]
    Google Analytics Campaign

    pi__utm_campaign__cPardot
    Text(255) DeAnna Humphrey ,
    10/8/2015 12:23 PMEdit
    [image:
    Managed - Installed]
    Google Analytics Content

    pi__utm_content__cPardot
    Text(255) DeAnna Humphrey ,
    10/8/2015 12:23 PMEdit
    [image:
    Managed - Installed]
    Google Analytics Medium

    pi__utm_medium__cPardot
    Text(255) DeAnna Humphrey ,
    10/8/2015 12:23 PMEdit
    [image:
    Managed - Installed]
    Google Analytics Source

    pi__utm_source__cPardot
    Text(255) DeAnna Humphrey ,
    10/8/2015 12:23 PMEdit
    [image:
    Managed - Installed]
    Google Analytics Term

    pi__utm_term__cPardot Text(255)
    DeAnna Humphrey , 10/8/2015
    12:23 PMEdit

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    Id Card Number

    Id_Card_Number__c Text(48) DeAnna Humphrey
    , 11/5/2015 2:04 PMEdit

    | Del

    Insurance Agent

    Insurance_Agent__c Text(20) Kaley Humphrey
    , 11/5/2015 2:19 PMEdit

    | Del

    Insurance Card Upload

    Insurance_Card_Upload__c URL(255) DeAnna Humphrey
    , 11/5/2015 2:03 PMEdit

    | Del

    Insurance Company

    Insurance_Company__c Text(20) Kaley Humphrey
    , 11/5/2015 1:45 PMEdit

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    Insurance Phone

    Insurance_Phone__c Phone DeAnna Humphrey
    , 11/5/2015 2:24 PMEdit

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    Insurance Policy Effective Date

    Insurance_Policy_Effective_Date__c Date DeAnna Humphrey
    , 11/5/2015 2:25 PMEdit

    | Del

    Insurance Policy Number

    Insurance_Policy_Number__c Number(18, 0) DeAnna Humphrey
    , 11/5/2015 2:26 PMEdit

    | Del

    | Replace

    Is the vehicle new or used?

    New_or_Used__c Picklist Kaley Humphrey
    , 10/14/2015 10:51 AMEdit

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    Joint Borrower Email

    Joint_Borrower_Email__c Email DeAnna Humphrey
    , 11/5/2015 1:48 PMEdit

    | Del

    Joint Borrower Name

    Joint_Borrower_Name__c Text(48) DeAnna Humphrey
    , 11/5/2015 1:46 PMEdit

    | Del

    Joint Credit Score

    Joint_Credit_Score__c Number(18, 0) DeAnna Humphrey
    , 11/5/2015 1:49 PMEdit

    | Del

    Joint ID Number

    Joint_ID_Number__c Text(48) DeAnna Humphrey
    , 11/5/2015 1:50 PMEdit

    | Del

    Joint Phone Number

    Joint_Phone_Number__c Phone DeAnna Humphrey
    , 11/5/2015 1:47 PMEdit

    | Del

    | Replace

    Language
    Language__c Picklist SF Admin ,
    9/30/2015 9:30 AMEdit

    | Del

    Lead Date
    Lead_Date__c Date DeAnna Humphrey
    , 11/5/2015 3:33 PMEdit

    | Del

    | Replace

    Lead Type
    Lead_Type__c Picklist DeAnna Humphrey
    , 11/5/2015 2:49 PMEdit

    | Del

    Lender Address

    Lender_Address__c Text(48) DeAnna Humphrey
    , 11/5/2015 2:30 PMEdit

    ...
  • Profile Image
    JotForm Support Manager

    Answered by Jeanette on December 29, 2015 at 06:45 PM

    Please follow the instructions as described above. Otherwise, you can provide a screenshot right here in the thread