Integration with SalesForce.

  • Profile Image
    Asked on May 27, 2016 at 09:22 AM

    If we use a Jotform form on our website and set it up to integrate with Sales Force, does the data pass directly to Sales Force or is it stored on your servers also?  The reason I am asking is because we are a healthcare system and I need to explain to our legal department where possibly sensitive data is getting stored. Thanks.

  • Profile Image
    Answered on May 27, 2016 at 10:00 AM

    By default all the information submitted are stored in our servers. If you do not wish to have the data in our servers, you may wish to delete them automatically using our delete submission app. Once the information is process and all emails are send and all data send to the sales force, this app will automatically delete the data from our servers.