FAQ

Jotform for Salesforce is a powerful online form builder and workflow automation tool that’s available on the Salesforce AppExchange. Jotform for Salesforce can benefit any organization that needs a powerful data-collection tool, no matter its industry or size.

When you use Jotform within your Salesforce account, all data collected through your forms automatically populates the associated object in Salesforce. Benefits include, but aren’t limited to, seamless data capture, enhanced lead generation, improved data quality, and an integrated user experience.

Additionally, by using Jotform for Salesforce you’ll gain access to a wide variety of useful features and tools, including ways to build no-code apps and PDFs, collect e-signatures and file uploads, generate reports, and automate your workflows.

To integrate Salesforce with your form, start by installing Jotform on the Salesforce AppExchange. After installing the app, you can then open it by clicking on the App Launcher icon and searching for “Jotform.”

Once you’ve launched the app, click Create Salesforce Form, select an object to create a form for, select the object fields you’d like to add to your form, and then click Create Form. Your form will now be ready to collect data and automatically populate it to the linked fields in your Salesforce account.

If you’d like to access Salesforce via Jotform, you can add the legacy Salesforce integration to a form in the Form Builder. To do this, open the Form Builder in Jotform and select the form you’d like to connect with Salesforce.

Click Settings, then go to the Integrations tab and search for “Salesforce.” Click the Authenticate button to link your Salesforce account. If you’ve already linked your Salesforce account, feel free to select it from the dropdown menu.

After connecting your account, choose either Create or update a record or Find a record. Pick an object from the list, and map your form fields to the data fields from your chosen Salesforce object. Once you’re finished, click the Save Action button and then the Save Integration button. Finally, click Finish and you’re done! Your form data will now be sent to Salesforce every time a submission is received.

Yes, Jotform for Salesforce is free. Users on Jotform’s free Starter plan can enjoy up to 5 forms, 100 monthly submissions, and 100 MB of storage. If you need more forms, submissions, or storage, consider upgrading your account to one of our paid plans. For company-wide access, inquire about our Enterprise plan.

To access Jotform on the Salesforce AppExchange, simply search for “Jotform” in the AppExchange search bar. Click Get It Now and follow the instructions to set it up.

To set up Jotform for Salesforce, start by installing Jotform in the AppExchange (as explained above). Click Get It Now, and follow the setup instructions. After you install the app, you can decide whether to install it for Admins Only, for All Users, or for Specific Profiles.

You can then open the Jotform app by clicking the App Launcher icon and searching for Jotform. Log into your Jotform account or create one for free, then follow the final instructions to finish setting up the app. You should now be able to access Jotform on Salesforce AppExchange for all your form creation needs.

Jotform works on Salesforce’s Sales Cloud. Sales Cloud is the Salesforce cloud product — a fully customizable technology that brings customer information together.

Yes, you can prefill your Jotform forms with your Salesforce data — effectively speeding up your users’ form-filling process and reducing data errors along the way.