- KimAsked on January 18, 2016 at 12:17 PM
I need to be able to map fields from a custom Salesforce object (Planning) to a data collection form, that we can send to clients via a JotForm link.
I am a potential JotForm customer, and need to make sure mapping to custom Salesforce objects is possible. Can you please confirm? The instructions above only show mapping to Contacts/Leads.
This is a re-post of a comment on Flexible Data Integration With Salesforce
- JotForm SupportMikeAnswered on January 18, 2016 at 02:36 PM
Our standard Salesforce integration is limited to Lead, Contact and Account objects.
However, it should be possible to set up a custom object integration while using Zapier based integration (JotForm -> Zapier -> Salesforce), please take a look at the following thread.
If you need any further assistance, please let us know.
- MarilynAnswered on March 08, 2016 at 10:37 AM
"Our standard Salesforce integration is limited to Lead, Contact and Account objects."
Account? I don't see that in the instruction/introduction, just leads and contacts.Flexible Data Integration with Salesforce
Last Update: April 21, 2015
Can you send me that link, the most current Jotform-Salesforce doc? Or please explain are all custom links between Jotform-Salesforce requiring Zapier app exchange or can we set up a manual integration ourselves?
- JotForm SupportEltonCrisAnswered on March 08, 2016 at 12:32 PM
@Marilyn, We will answer your question on this thread http://www.jotform.com/answers/789961. Thanks!