What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Jotform/Salesforce Integration - Can I transfer ownership of the records?

    Asked by tshaver on June 23, 2016 at 03:10 PM

    Hi, 

    When a form is completed, an account is created in salesforce but when the data is integrated to salesforce the account owner is automatically tied to the account holder of jotform. I want to change this so that it goes to another user in salesforce automatically. How do i do this? 

     

    account owner integrated salesforce
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    JotForm Support

    Answered by jonathan on June 23, 2016 at 04:29 PM

    I am not really sure how you meant this. But take note that when integrating JotForm to Salesforce, you will use an account -- your jotform account and your Salesforce login.

    When a form is completed, an account is created in salesforce but when the data is integrated to salesforce the account owner is automatically tied to the account holder of jotform.

    The end-user doesn't need to have a jotform account to use the form... so what do you meant by "automatically tied to the account holder of jotform" ? Were you refering to the end-user or the owner of the form (jotform account)>

    You may want to review also this article/guide : Mastering-SalesForce-with-JotForm

    Let us know how we can be of further assistance.

     

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    Answered by tshaver on June 24, 2016 at 08:42 AM

    What I meant is, that because we have integration with jotform and salesforce between a Client Information Form and Salesforce Accounts; When the form is completed and submitted by a client(via our website), then an account is created in Salesforce (which is what we want). However when the account is created, in salesforce the Account owner is automatically the owner of this Jotform (Teresa). So the account record is "owned" by her, however we were wondering if a different name could appear instead. Would this be possible via Jotform? 

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    Answered by Carina on June 24, 2016 at 09:51 AM

    It is possible to change ownership of the records to users that have at least "Read" permission. You can see here more details:

    https://help.salesforce.com/HTViewHelpDoc?id=account_owner.htm 

    Let us know if we can assist you further.   

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    Answered by tshaver on August 22, 2016 at 10:25 AM

    I understand what you mean but my question is - that when the record is created in salesforce - from a jotform, using Jotforms integration - 

    when i view my lead in salesforce - the account owner and creator is the email that authenticated the integration. Is there anyway to change this (other than re-setting the authentication)? 

    I know how to change it in salesforce, im wondering if theres a preventive way on Jotform's end. 

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    JotForm Support

    Answered by Nik_C on August 22, 2016 at 10:45 AM

    In JotForm you will have to re-integrate your SalesForce with another Salesforce account in order to change the account that is integrated.

    Since the integration is actually greyed out:

    So you will have to remove the existing integration and add the new one:

    Hope this answers your question.

    Do get back to us if have any further one.

    Thank you.