SalesForce Integration: Is it possible to create an integration with SalesForce using a costumed defined object?

  • ramiyazbeck16
    Asked on November 22, 2016 at 10:45 AM

    In creating an integration with SalesForce the type of data that will be transferred from the form is limited to "Account" , "Contact" and "Lead". However, we have a different option that we like to submit this data to, is that possible? For example, the object we like to send the data to is a costumed object and its defined as "Project"

     

    Thanks a lot!

    Rami Yazbeck

    Civic Solar Inc.

     

  • Ashwin JotForm Support
    Replied on November 22, 2016 at 12:38 PM

    Hello Rami,

    I did test this my creating a new custom object in our salesforce account but it seems it is not possible to send submissions to custom object list in sales force. It does not seems to appear in the list. Please check the screenshot below:

    SalesForce Integration: Is it possible to create an integration with SalesForce using a costumed defined object? Image 1 Screenshot 20

     

    I am not sure if this is a bug and this is what you want to achieve. Please confirm and we will report it to our backend team.

    We will wait for your response.

    Thank you!

  • ramiyazbeck16
    Replied on November 23, 2016 at 8:36 AM

    Hi

       Yes we want to send submissions to custom object list in Sales Force. Our system is not configured to except the intake data in the available options. We have created a costumed object that is structured with the same field present our the present Jot Form intake. So is that possible? if yes how can it be achieved?

     

    Thanks for your help

    Rami Yazbeck

    Civic Solar Inc

     

  • Özlem JotForm Developer
    Replied on November 23, 2016 at 8:52 AM

    Thank you for your feedback.

    Unfortunately, there is no Custom Object List integration feature in our SalesForce integration. You cannot integrate your form fields with custom object list in SalesForce as my colleague mentioned at the previous comment.

    On the other hand, I will raise your request to our developers. If your request is applicable, our developers will work on this issue. Please note that we cannot provide an exact date to when this will be considered or implemented. 

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

    Thank you.

  • ramiyazbeck16
    Replied on November 23, 2016 at 9:52 AM

    Great, Thanks a lot!

    Happy Thanks Giving

    Rami Yazbeck