What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

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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    PDF form data integrated with SalesForce

    Asked by kaming.liu 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?

    form data integrated JotForm ipad app
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    JotForm Support

    Answered by david on October 30, 2015 at 02:27 PM

    Hi,

    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:

    http://www.jotform.com/blog/54-Flexible-Data-Integration-with-Salesforce

    However the PDF version would likely not work properly if at all with the same integration.

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    JotForm Support

    Answered by david 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:

    http://www.jotform.com/help/312-Fillable-PDF-Everything-you-need-to-know-about-JotForm-Fillable-PDF-Creator

    But your set up should work.

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    Answered by kaming.liu 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?

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    JotForm Support

    Answered by david 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.