- rmhippofmAsked on October 05, 2016 at 04:19 AM
If you select "Account" for data to be passed to, what is it matching to in Salesforce? Account Name?
This is a re-post of a comment on Flexible Data Integration With Salesforce
- JotForm SupportChriistianAnswered on October 05, 2016 at 05:59 AM
If you select "Account" in the Choose a List setting of Salesforce integration, then you can match the fields depending on your available fields and setup in Salesforce.
If you want to add a new field to match on your integration, just click on the Add New field button. You can Match different fields from your Salesforce setting to your form fields.
The data can be shown in Salesforce on the Accounts tab.
Do let us know if you need further assistance.
- Carly DuncanAnswered on October 05, 2016 at 05:13 PM
I understand that you match the fields from Jot Form to Fields on the account. My question is how does jot form know which account to update? What is the primary key that it is basing the join on? Account Name?
- JotForm SupportChriistianAnswered on October 05, 2016 at 09:31 PM
Yes, jotform will match the fields based on the Account Name. If their is already a record in your salesforce with the same Account Name, jotform will simply update the information on that existing entry. If not, a new account in your salesforce will be created.
For more information about the salesforce integration, you can check out our article here: Mastering SalesForce with JotForm. Regards.
- Carly DuncanAnswered on October 06, 2016 at 10:21 AM
Okay, that is what I assumed. I have a field called Company Name on my form that is mapped to the Account Name field in Salesforce. I submit a test form and entered a Company Name that matches an existing Account Name in Salesforce, and it is not finding it. It just creates a new account with the same name. Could this have something to do with the data type of the field in Jot Form?
- JotForm SupportChriistianAnswered on October 06, 2016 at 11:54 AM
I checked this issue on my end and I was able to replicate the issue. I have tried using the Full Name field and regular Textbox that is mapped to Account name but still I was able to replicate the issue. I have integrated one of my forms to JotForm. Upon submission, a new contact is being created in Salesforce even if the Account name is existing in the list.
I have also set the Duplicate check to Update Existing Entry.
I will have to escalate the issue to our development team to further investigate the issue. We will inform you on this thread any updates to the issue.
- JotForm DeveloperselenAnswered on October 21, 2016 at 05:25 PM
I fixed the problem, however the required fields must be correctly matched based on the integration type. The fields to be matched are as follows:
* Account type: full name and billing address
* Contact type: full name and email address
* Lead type: full name and email address
When matched according to these criteria, existing records will be found and updated correctly.
- rmhippofmAnswered on October 24, 2016 at 10:28 AM
Thank you for the reply. Is there any way the Account type could match on the Full Name only? The purpose of the form I have created in Jot (Payment Details) is to get the Billing Address from our clients. As such, this field is blank and/or not filled in correctly Salesforce until we get this Jot Form emailed back to us.
Please let me know if this is possible.
- KadeJMAnswered on October 24, 2016 at 01:33 PM
Do you mean the Billing Address is blank in salesforce then after Selen fixed the issue?
And also were you referring to setting the Account Type to only get the Name Field so that the billing address is then excluded?
- rmhippofmAnswered on October 24, 2016 at 02:16 PM
I apologize for being unclear. By Account Type, I am referring to the Jot Form Integration Type (as described in the previous post). In our instance of Salesforce, the Billing Address is usually blank until we send out this Jot Form. We use Jot Form to get the Billing Address of our clients.
As I understand how it works currently, upon submission of the form, Jot Form looks for a match between Account Name (SF) and Company Name (Jot) AND Billing Address (SF and Jot) to determine whether a new record should be created, or an existing record be updated. Because the Billing Address is blank in Salesforce, it fails in finding a match, and creates a new record every time.
Here is how I would like the integration to work with the Jot Form Integration type is set to Account Type:
Upon submitting the filled out Payment Details form, Jot form looks for a match between Account Name and Company Name (this is how I have the fields mapped currently). If a match is found, the record is Updated. If there is no match found, a new record is created.
I just ran a test with my form again, and a new record was created, as opposed to being updated, even though the Account Name and Company Name matched letter for letter and are mapped to each other.
- KadeJMAnswered on October 24, 2016 at 03:40 PM
It's okay and thank kindly you for the additional clarification as I just needed to be sure in case it was me misunderstanding anything. I believe I understand you now 100%.
Please allow us to test this further again to check on it some more so that we can bring it to our developers awareness to try to get this problem rectified.