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.


  • Profile Image

    Is it possible to integrate that Offline form with Salesforce?

    Asked by Gopal Agrawal on October 31, 2015 at 11:14 AM
    Is it possible to integrate that Offline form with Salesforce.
    If yes , then please schedule a demo for us!
    Cheers
    Gopal Agrawal
    Salesforce Developer
    Twopir Consulting Pvt. Ltd.
    salesforce
  • Profile Image
    JotForm Support

    Answered by Welvin on October 31, 2015 at 11:24 AM

    Yes, Salesforce integration is possible. For this to work, you have to integrate first the form to Salesforce before getting the Offline PDF form.

    Here's our guide for the integration: http://www.jotform.com/help/271-Flexible-Data-Integration-with-Salesforce.

    Thanks

  • Profile Image

    Answered by Mightylancer on November 01, 2015 at 11:45 PM
    Hello team,
    Please schedule a demo of offline PDF and Salesfroce integration .
    This is urgent because we have to convince our client for your product.
    Thanks in advance
    Gopal Agrawal
    Salesforce Developer
    Twopir Consulting Pvt. Ltd.
    ...
  • Profile Image
    JotForm Support

    Answered by beril on November 02, 2015 at 07:00 AM

    Hi,

    If I understand your question correctly, you want to a demo form for salesforce integration.

    First of all, you need to have an account for salesforce.

    After that, you need to verify your account from your Email Address.

    Please check the guide below, there is also a demo for salesforce.

    http://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm

    If this doesn't answer your question, please explain further and/or add more details about it so we can assist you properly.

  • Profile Image

    Answered by Mightylancer on November 02, 2015 at 07:45 AM
    Hello team,
    Is there anyone in your team , who is able to give demo to me live and can
    have goto meeting session?
    If yes , please reply on this mailid asap!
    Thanks in advance
    Gopal Agrawal
    Salesforce Developer
    Twopir Consulting Pvt. Ltd.
    ...
  • Profile Image
    JotForm Support

    Answered by beril on November 02, 2015 at 10:16 AM

    Hi,

    We can not give you a live demo because you need to enter your email address and password while you are integrating the salesforce.

     

    You need to enter your Salesforce username and password. 

    I try to figure out it with another solution and I will inform you as soon as possible.

    Thank you.

  • Profile Image
    JotForm Support

    Answered by beril on November 02, 2015 at 01:34 PM

    Hi,

    I will tell you the steps by step how to integrate Salesforce.

    Here is how to do this:

    1) Click on Integrations.

     

    2) Choose Salesforce Integration.

     

    3) Enter your SalesForce username, password and Security Token.

     

    Security Token is on your Sourceforce account under the My Settings => Personal => Reset My Security Token.

     

    4) Now, choose the type of data that will be transferred from the form. Use "Contact" for people and "Lead" for companies. 

    5) Map your form questions with the data fields on your Salesforce database.

    6) Click on Finish Button.

    I hope this information is useful for you.

    If you require any further information, feel free to contact us. We will be happy to assist you.

  • Profile Image

    Answered by Mightylancer on November 03, 2015 at 02:45 AM
    Thanks fro your reply!
    I need to test offline PDF form . How i can achieve this?
    Gopal Agrawal
    Salesforce Developer
    Twopir Consulting Pvt. Ltd.
    ...
  • Profile Image
    JotForm Support

    Answered by beril on November 03, 2015 at 06:42 AM

    Hi,

    You're welcome. Once the integration is setup, the PDF uses the same integration as the web form. it will work when the PDF copy is submitted as well.

    As an alternative way, you can add a PDF link to the email notifications and download the PDF version of that submission.

    1. Click the "Emails" option.

     

    2) Click on Notifications.

     

    3) Click on Reply-To and Recipient Settings

     

    4) You can add the PDF link of the submission.

    If you have any question or issues, please do not hesitate contacting us. We will be glad to assist you.

  • Profile Image

    Answered by Mightylancer on November 03, 2015 at 07:45 AM
    I have an issue while submitting that offline PDF form when i am not
    connected to internet!
    Can you tell me why?
    Gopal Agrawal
    Salesforce Developer
    Twopir Consulting Pvt. Ltd.
    ...
  • Profile Image
    JotForm Support

    Answered by Welvin on November 03, 2015 at 09:05 AM

    I will address that submitting issue in this thread: http://www.jotform.com/answers/696378

    Thanks

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    Answered by Mightylancer on November 04, 2015 at 01:45 AM
    Thanks for replying.
    Is it possible to update a existing record updating a existing contact or
    account?
    If yes , then how?
    Thanks in advance
    Gopal Agrawal
    Salesforce Developer
    Twopir Consulting Pvt. Ltd.
    ...
  • Profile Image

    Answered by Mightylancer on November 04, 2015 at 05:45 AM
    And it is not creating records in salesforce.
    Gopal Agrawal
    Salesforce Developer
    Twopir Consulting Pvt. Ltd.
    ...
  • Profile Image
    JotForm Support

    Answered by beril on November 04, 2015 at 08:49 AM

    Hi,

    Are you able to submit your PDF file?

    You can see your submissions when you submit your form in Jotform.

    I will wait for your response.