Jotform for Beginners
Get more done with powerful, easy-to-use online forms. Learn how in this helpful, free guide from Jotform.
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Salesforce integration gives you the option to discard a duplicate entry or update the existing record with new values.
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
For Contacts and Leads:
- Full Name
Your form must contain these fields and match them to corresponding Salesforce fields.
Summary
In summary, here is how exactly Duplicate Checking works:
- User submits the form
- Jotform sends the values to Salesforce
- If Salesforce detects duplicity (using the standard matching rules), Jotform will be notified
- If “Update Existing Entry” is selected, Jotform finds the original record using search parameters for the corresponding record type
- Jotform attempts to update this record
Send Comment:
5 Comments:
Hi there! If I want to create a record on a custom object in Salesforce using Jotform, will Jotform look for an existing Contact record to connect the new record to? Or does this only work for new Contacts? For example, I want Jane Smith to complete a survey every quarter, can I use Jotform to create a new survey record every quarter and connect it to Jane's existing Contact record?
I'm doing a demo for a potential client this afternoon and would love to confirm that this solution will work for them if at all possible. Sorry, couldn't find my answer in your documentation.
Thank you!
I would like to learn more about how to integrate JotForms to Salesforce. We currently have a User Portal that is expiring and we would like to see if JotForms could take the place of this monthly reporting tool.
We have used JotForms for two years now and done manual copy/paste entries to Salesforce. I've been pleased with the tools available at JotForms and would like to explore going to the next step. We are a small non-profit with no IT support and would like more information on how to safely start the JotForm-Salesforce integration.
The best way to reach me is by email at cwyatt@trustedmentors.org
When you say Jotform attempts to update the record, does that include "Campaign," meaning that it will add the contact to a Salesforce Campaign?
And does Jotform produce a report describing activity it performed with Salesforce? For example, that the contact was added or that the contact was a duplicate, and so was updated?
I have followed all these steps and I continue to have duplicate contacts in Salesforce with every Jotform entry. Please advise.
I still cannot get this to work. I have it exactly mapped with a simple Name to Account Name and Address to Billing Address. I am trying to update two fields on my account object instance with no luck.