SalesForce is great at managing contacts through the sales cycle, Jotform is a great way to capture contact information to funnel into it.
To get started with integrating with SalesForce, simply click Settings – Integrations icon in the toolbar.
Once you click on it, you will have 2 ways to find SalesForce, by searching for it:
and by looking at the CRM category of our integrations:
Both work fine and will help you achieve what you want, the only difference being what you prefer.
Here’s a fuller document for basic set up: Flexible Data Integration with SalesForce.
This guide explains how to get the most out of your SalesForce integration with JotForm.
What we will cover here is the do’s and don’ts of the integration and help you master the integration and quickly you will see that:
1. the steps are easy to do
2. the similar steps are needed/recommended for other integrations as well.
Use the Full Name field, instead of Text Boxes
Most people use the Text Box field for customer name, but that’s a don’t!
Jotform has exactly the field for this called Full Name which can be found under Quick Tools:
In this case, we turned on all the field options, including prefix, middle name, and suffix.
You might be wondering why you would not just use several textboxes. The Full Name field has the following benefits:
pass all of the available options to the integration
is automatically mobile-ready (responsive) code. Text fields will also display correctly across devices but as separate fields.
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 up the field with its equivalent on SalesForce. When setting up the integration all that’s usually left to do is confirm that the defaults are correct.
Use the Address field, instead of TextBox and/or Text Area fields.
Another great thing to note in order to master SalesForce integration with Jotform is to utilize Address Field for your addresses instead of Text Area or TextBox(s).
It is another option available in Quick Tools segment of your tools menu on the left. This is similar to using the Full Name field instead of text boxes. Select the segments that you need.
The Address will now be immediately recognized and mapped with corresponding fields in SalesForce. You can review them and update if needed.
Use the E-mail field instead of Text Boxes
While you could use the TextBox and set its validation as email, we always suggest using the E-mail field instead (also found under Quick Tools).
Use the Phone Field for phone numbers
The Next field to mention is the Phone field. We can and should use it for capturing phone numbers for your integration with JotForm. Not only does it map well to SalesForce, but also makes collecting the number easier.
The Phone field allows us to capture data in several ways – with the input mask and by using 2 different textboxes – one for the area and the other for the number.
Use Text Box fields 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 TextBox field is the way to go.
Let’s say you have a need to pass some custom fields like these:
< input type=”hidden” value=”Responded” name=”member_status” >
All you need is to set up some text box fields and map them to the custom SalesForce fields.
Common things users do with custom fields are to set default values and set them to read-only or hide them from view from the users.
The best way to do this is to name the TextBox field as you would a name attribute in HTML and then set the default value:
To make them uneditable, we can set them to read-only. To do that Click Properties button (gearbox icon) and then select Advanced tab.
On this new window, scroll down and set the Read-Only option to Yes and then click on Close Settings.
– Alternately, you can hide them instead. Scroll down in the Advanced section and then select the Hide Field.
Here’s a sample form that follows Jotform’s best practices for integrating with SalesForce: http://form.jotformpro.com/form/51137224173952
Feel free to clone it, and let us know about your SalesForce integration in the comments!