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Eric_ManmanoAsked on July 26, 2024 at 8:53 AM
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Joeni JotForm SupportReplied on July 26, 2024 at 9:23 AM
Hi Eric,
Thanks for reaching out to Jotform Support. I understand what you want to achieve, To be able to embed the form in their portal, you can try to use the IFrame Method. Let me show you how:
- In Form Builder, click Publish on the orange navigation bar.
- On the left side menu, select Embed and select IFrame on the Embed Menu.
- Copy the Code and paste it into your website body tag.
- Click Settings on the orange navigation bar.
- On the left side menu, select Integrations and select Salesforce Integration.
- Authenticate your Salesforce Account, select an Action, Object, and Map the field in your form to your Salesforce Account.
- Then, click Save Action.
Give it a try and let us know how it goes.