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

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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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    Salesforce integration is not updating existing contacts

    Asked by brendavdps on July 31, 2016 at 07:24 AM

    Hi -

    I am trying to use this feature and I cannot get it to work.  Can you explain more how this should work?  I have email address in my form and I have it mapped to the email address field on my contact record in Salesforce.  Unfortunately I cannot get any data to update the existing data I have in Salesforce.  I have tried very simple forms with just name, email and phone number and even those do not update.  Is there something I am missing?

    Kristen

    kspeth@wscservices.biz

    salesforce update contacts
  • Profile Image
    JotForm Support

    Answered by Welvin on July 31, 2016 at 07:50 AM

    Our apologies. It seems like this feature is not working. I tried this a few times and it's not updating existing leads even though the integration is set to update existing entries. 

    I'll forward this thread to our developers for them to check further. If there are updates, you should know it through this thread. 

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    JotForm Support

    Answered by NeilVicente on August 03, 2016 at 05:46 AM

    Hi Kristen,

    SalesForce looks for the mapped value for the "Email" field to determine whether a record is a duplicate or not. Your form doesn't have this field mapped, as shown by the screenshot below:

     

     

    Please match this field to the email field on your form so the duplicate check feature will work correctly.

    Best,