Trigger Salesforce integration using conditional logic

  • greenique
    Gefragt am 29. Januar 2024 um 05:08

    Guten Tag,

    ist es möglich, dass die Salesforce Integration nur unter bestimmten Bedingungen funktioniert? Ich möchte bei meinem Formular kein neuen Lead in Salesforce erstellen, wenn jemand bei "Worum soll es gehen?" sich bspw. für "Jobs" interessiert.

    Bei den bedingten Logiken habe ich keine Einstellungen gefunden, die die Verbindung zu Salesforce verhindert. Könnten Sie mir einen Lösungsvorschlag geben.

    Vielen Dank & liebe Grüße


  • Gemmhel Jotform Support
    Geantwortet am 29. Januar 2024 um 09:24

    Hi greenique,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. Unfortunately, it's currently not possible to only send submissions to Salesforce based on a condition. All submissions will be sent to Salesforce as soon as the user submits the form. I've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.