Salesforce Integration Question

  • Profile Image
    Marilyn
    Asked on March 08, 2016 at 12:32 PM

    "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?

  • Profile Image
    EltonCris
    Answered on March 08, 2016 at 12:39 PM

    Have you tried the integration so far? It should have "Account" on the list.

    Example:

    There has been quite a few improvement made on the integration wizard as well as on the feature so I suggest to try out the integration to see it yourself.

    We will also update screenshots on the blog.

    Thanks!

  • Profile Image
    Marilyn 
    Answered on March 08, 2016 at 02:38 PM

    Wow, thanks! I appreciate the quick and definitive response!

    No, haven't tried the integration wizard. Seems we have been using Jotforms in too limited a fashion. I am in the exploring stage. We had a FormAssembly live demo. THEN we found out Jotforms may do all we need. Fill me in.

    Can Jotforms sync into all of the standard Salesforce fields in Leads, Contacts, and Accounts?

    What customizable fields can Jotforms feed?

  • Profile Image
    Jeanette
    Answered on March 08, 2016 at 06:24 PM

     

    Can Jotforms sync into all of the standard Salesforce fields in Leads, Contacts, and Accounts?

    Yes, that is correct.

    Customizable fields are in another range. Some can be fed, but they must have the same validation at both sides, for example, if you add a text field and then you validate it as "numeric" that means only numbers will be sent to SF, and the custom field at the SF side should be validated as "numeric" as well.