Salesforce Integration: Create a record with a relationship to an account

Hi we are trying to create POC where we would like to map SF lookup field to Jotform form field.

for example

I have field create in jot form called customer name

when i try to map this field in SF lookup field i need ID. How can i do this?

Hi Kanak,

Thanks for reaching out to Jotform Support. If you can share the link to your form, I can check it out and see what’s going on. If you can take a screenshot of what’s happening, that will help us to better understand what’s going on. We have a guide about how to do that here. You can check this guide for more information.

Once we hear back from you, we'll be able to move forward with a solution.

here is the form link

https://form.jotform.com/241584624505053

There is field name called Customer name and would like to map to SF Account name with ID.

so basically when user type customer name = ABC and submit data

it will submit in SF side Customername = 123456 (ID)

so i'm looking for is there anyway i can build look up data table and when user try to type customer name it prepopulates name and when submit data it submit ID.

Hi Kanak,

I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

Thank you for quick reply! hopefully i can hear back soon!

Hi Kanak,

If I understand correctly, you want to create a record, that has a relationship to the account in your Salesforce. You can integrate Salesforce and create two actions to achieve that workflow. I cloned your form, and integrated Salesforce into it for a demonstration. Check out the screencast below:

As you can see, I was able to create a record, that has a relationship to an account in Salesforce. Let me show you how to do it:

1. In Form Builder, click on Settings in the orange navigation bar at the top of the screen, and in the menu that opens on the left side of the page, click on Integrations.
2. Search for Salesforce, and click on Salesforce.

3. Authenticate your Salesforce account.
4. Click on Find Existing Record, and choose Account in the dropdown.
5. Map Account Name to Customer Name.

6. Toggle on the switch for Create a Record.
7. Map Account Name to Customer Name.
8. Click on Save Action.

9. Click on Add New Action.

10. Choose Create a Record, and select Case in the dropdown.
11. Map the required fields, and map Account ID to "Step 1. Find Account Record."

12. Click on Save Action.

13. Click on Save Integration.

14. Click on Finish.

That's it. Let us know if you have any other questions.

Hi Kanak,

As for your other question, I've moved that to a new thread. You can check that out here.

Let us know if there’s anything else we can help you with.