- kaming.liuAsked on October 30, 2015 at 11:01 AM
Can i embed a jotform PDF form into an iPad app? When a user fills out and submits the form, can the data be integrated with SalesForce directly? Or do I have to export the data from my jot form account and export it to SalesForce?
- JotForm SupportdavidAnswered on October 30, 2015 at 02:27 PM
Many of the features available to web forms are not available in the PDF copies, including integrations. The web version can be used to forward the data automatically to Salesforce:
However the PDF version would likely not work properly if at all with the same integration.
- JotForm SupportdavidAnswered on October 30, 2015 at 02:31 PM
My apologies, it seems I was incorrect in my assumption. As long as the fields translate properly to the PDF version, the integration should trigger when the PDF is submitted and the data should be forwarded to Salesforce. Do keep in mind the limitations of the fillable PDF:
But your set up should work.
- kaming.liuAnswered on October 30, 2015 at 04:29 PM
the link you sent does not have any information on how to set up the PDF to export to SalesForace. Do you have any tutorial on how to do that?
- JotForm SupportdavidAnswered on October 30, 2015 at 06:24 PM
Once the integration is setup, the PDF uses the same integration as the web form. Setup the integration the way it says in the above guide and it will work when the PDF copy is submitted as well.