SalesForce: Can we select a record type with JotForm integration?

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    dgenaro
    Asked on July 28, 2016 at 11:51 AM

    When entering a new lead salesforce ask you to select a record type . Is it possible to integrate jotform while selecting a particular record type ?

     

     

     David

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    Mike
    Answered on July 28, 2016 at 01:51 PM

    Yes, you can select the Account, Contact or Lead type while enabling the Salesforce integration on your form.

    If you need any further assistance, please let us know.

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    dgenaro
    Answered on July 28, 2016 at 02:42 PM

    Prior to creating a new lead , salesforce ask

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    BDAVID
    Answered on July 28, 2016 at 04:32 PM

    That feature is not implemented in our integration, I will forward a request on your behalf to have it. However, the request can be approved or declined, and if it gets approved, there is no estimated time-frame for the implementation. 

    You should be notified via this thread if there is any updates on this request.

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    mflanagan
    Answered on April 11, 2017 at 11:04 AM

    I would also like this feature for contacts in Salesforce.  Any update?
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    KadeJM
    Answered on April 11, 2017 at 01:19 PM

    @ mflanagan

    This thread is rather old and it is better to open up new questions as new threads so I have moved your related question to this new thread here: https://www.jotform.com/answers/1116674

     

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    NeilVicente
    Answered on May 01, 2017 at 09:05 AM

    @dgenaro

    This feature is now available.

    You may select the record type after you have chosen the object (Lead/Contact/Account) you want JotForm to create.

    Do let us know if you have any comments or suggestions or if you need help with anything related to JotForm.

    Best,