Salesforce Duplicate Checking

November 22, 2023

Salesforce integration gives you the option to discard a duplicate entry or update the existing record with new values. If you’re looking for a way to integrate Salesforce with Jotform without having to leave Salesforce, check out our guide on how to add Jotform from Salesforce AppExchange.

Standard Matching Rules

By default, the integration uses Salesforce’s standard matching rules to identify whether a record already exists in your Salesforce account.

If Salesforce returns a duplicate error upon creating a record, Jotform will try to find the original record and update it with the new values (if found).

Search Parameters

Jotform uses the following values as parameters when looking for the original record to update:

For Accounts:

  • Full Name
  • [Billing Address] City
  • [Billing Address] Postal Code
Salesforce Integration Page on Jotform Form Builder Highlighting Account Name and Billing Address Fields

For Contacts and Leads:

  • Full Name
  • Email
Salesforce Integration Page on Jotform Form Builder Highlighting Email and Full Name Fields

Your form must contain these fields and match them to corresponding Salesforce fields.


In summary, here is how exactly Duplicate Checking works:

  1. User submits the Salesforce form
  2. Jotform sends the values to Salesforce
  3. If Salesforce detects duplicity (using the standard matching rules), Jotform will be notified
  4. If “Update Existing Entry” is selected, Jotform finds the original record using search parameters for the corresponding record type
  5. Jotform attempts to update this record

Jotform is now on Salesforce AppExchange!

Get It Now
Jotform is now on Salesforce AppExchange!
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum:

Contact Jotform Support:

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.


  • createfertility - Profile picture
  • planitrite - Profile picture
  • Katie Bloomfield - Profile picture
  • Carolyn Wyatt - Profile picture
  • WalkerStevenson - Profile picture
  • Ausome - Profile picture
  • aciresi - Profile picture