salesforce

  • ClimateCare1
    Asked on May 20, 2016 at 9:21 AM
  • David JotForm Support Manager
    Replied on May 20, 2016 at 10:47 AM

    If you want to integrate with Salesforce, simply click on "Integrations":

    salesforce Image 1 Screenshot 50

    Search for the Salesforce, and click on it:

    salesforce Image 2 Screenshot 61

    Then authenticate your Salesforce credentials:

    salesforce Image 3 Screenshot 72

    Finally, match your form fields with the fields on your Salesforce database, and complete the integration:

    salesforce Image 4 Screenshot 83

    Let us know if you need more help, we will be glad to assist you.