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

  • 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

  • Mike
    Replied on July 28, 2016 at 1:51 PM

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

    SalesForce: Can we select a record type with JotForm integration? Image 1 Screenshot 20

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

  • dgenaro
    Replied on July 28, 2016 at 2:42 PM

    Prior to creating a new lead , salesforce ask

    SalesForce: Can we select a record type with JotForm integration? Image 1 Screenshot 20

  • David JotForm Support Manager
    Replied on July 28, 2016 at 4:32 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.

  • mflanagan
    Replied on April 11, 2017 at 11:04 AM

    I would also like this feature for contacts in Salesforce.  Any update?
  • KadeJM
    Replied on April 11, 2017 at 1:19 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

     

  • NeilVicente
    Replied on May 1, 2017 at 9:05 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.

    SalesForce: Can we select a record type with JotForm integration? Image 1 Screenshot 20

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

    Best,