Mastering Salesforce with Jotform

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Salesforce is great at managing contacts through the sales cycle, while Jotform is a great tool to capture contact information to funnel into it. 

To get started with integrating with Salesforce, click the Settings while in the form builder, and go to the Integrations tab. Search for Salesforce. You have two options:

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Below is a short video for the new Salesforce integration:

This guide will cover the Dos and Don’ts of the Salesforce integration. It will help you master the integration and make the same recommendations for other integrations, particularly those that require mapping/matching of form elements.

Let’s start.

Full Name Element

Most people use the Short Text element for customer names, but the integration works well with the Full Name under the Basic elements.

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When needed, you can toggle to have the following: Prefix, Middle Name, and Suffix.

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You might be wondering why not use several textboxes. The Full Name element has the following benefits:

  1. You can pass all of the available options to the integration.
  2. It is mobile-ready (responsive). Text fields will also display correctly across devices but as separate fields.
  3. It’s a single field that groups related information. This is helpful for many things including viewing results, setting up conditions, and setting up integrations.

Our smart mapping system will match the field with its equivalent on Salesforce. When setting up the integration, all that’s usually left is to confirm that the defaults are correct.

Address Element

Another great thing to note to master the Salesforce integration with Jotform is to utilize the Address element for your addresses instead of the individual Short Text or Long Text elements.

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Under Address Properties, you can toggle to include/exclude the visible address options:

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Email Element

While you could use the Short Text element and set its validation as Email, we always suggest using the Email element.

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Phone Element

Don’t forget the Phone field. Use it for capturing phone numbers for your integration with Jotform. Not only does it map well to Salesforce, but it also makes collecting the number more manageable.

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Short Text Element for Custom Fields

You might need to connect your Jotform fields to some custom fields in your Salesforce account. That, too, is possible with Jotform. For this, the Short Text element is the way to go.

Let’s say you need to pass some custom fields like the following:

< input type="hidden" value="Responded" name="member_status" >

All you need is to add the Short Text element and map it to the custom Salesforce field.

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Under the Advanced tab of the Short Text Properties, you can do the following:

  • Set a Default Value.
  • Make the element as Read Only.
  • Hide the element from user’s view.

Here’s a sample form that follows Jotform’s best practices for integrating with SalesForce: Feel free to clone it.

If you have any questions, comments, or suggestions, please send a comment below or reach us by creating a support ticket.

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