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    Salesforce: Account not listed as an option in "Choose a List"

    Asked by smarch678 on September 19, 2016 at 02:13 PM

    I have some of my forms integrated with Salesforce.  Question I have is that the "Account" field is not an option in the integration.  How do I get it to be?

    Salesforce account integration
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    JotForm Support

    Answered by Jim_R on September 19, 2016 at 04:22 PM

    I checked our Salesforce Integration and confirmed "Account" is listed as one of the options to choose from (along with Contact and Lead):

    You should see this same option on your Salesforce Integration wizard. If not, try removing the integration and re-integrate your form with Salesforce.

    Related guide: Flexible-Data-Integration-With-Salesforce 

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    Answered by smarch678 on September 19, 2016 at 04:46 PM
    I would prefer for it to be under the contact selection as the leads are
    contacts not accounts.
    ...
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    JotForm Support

    Answered by Jim_R on September 19, 2016 at 06:26 PM

    Sorry but that's how the Salesforce integration was setup in a general manner. I understand you have your preferred ways of defining/structuring things inside SF, but the dropdown list's sole purpose is to allow users to choose whether they're adding to Leads, Contacts or Accounts.