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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
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?
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.
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?
It is possible to change ownership of the records to users that have at least "Read" permission. You can see here more details:
Let us know if we can assist you further.
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.
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.