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    Jotform/Salesforce

    Asked by jaredwhitley on January 08, 2016 at 02:27 PM

    Is there a way to build and then edit a form that has integration with Salesforce and not require the address?

     

    We are looking to collect a VERY QUICK entry of name and e-mail at a very busy convention we are going to.  We want to be able to capture all the info, dump it into Salesforce, but not have to fill in the address with bad information on the chance that someone there is already in our DB.

     

    I have checked out the Zapier integration, but it is doing the same thing.

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    JotForm Support

    Answered by EltonCris on January 09, 2016 at 01:22 AM

    Hello,

    Sorry but I'm not quite sure if I got what you mean. I have tried all the type of lists on Salesforce Integration but none of it seems to require address field. We would appreciate if you could clarify or add more details about your question. Thanks!

     

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    Answered by jaredwhitley on January 13, 2016 at 02:46 PM
    Anytime I need to edit the field (to modify something b/c we can’t get it set up quit right) I have enter the address or remove the integration and redo it:
    [cid:image001.png@01D14E10.F2C56100]
    Jared Whitley
    Marketing Systems and Data Manager
    [WOLLogo-sig]
    PO BOX 600, Schroon Lake, NY 12870
    o: 518.494.6281 | c: 770.891.9291
    [facebook][twitter][instagram][wol_org_blue on white v2]
    ...
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    JotForm Support

    Answered by Kevin_G on January 13, 2016 at 06:50 PM

    Unfortunately, we are not able to see your attached, please follow this guide in order to know how to upload images with your posts : https://www.jotform.com/answers/277033-How-to-add-screenshots-images-to-questions-in-support-forum 

    Now, in regards to your question, If I can understand you correctly, you say that if you remove a field, then the integration does not work, I think if you are editing the fields you have currently integrated with Salesforce, you will need to re-integrate your form, this is because the integration have to know the field that will send the data to Salesforce.

    Do  let us know if it helps, if not, please provide us more details about your issue, we will be glad to assist you.

    Regards.