Salesforce Integration modification

  • Eric_Manmano
    Asked on July 26, 2024 at 8:53 AM
  • Joeni JotForm Support
    Replied 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:

    1. In Form Builder, click Publish on the orange navigation bar.
    2. On the left side menu, select Embed and select IFrame on the Embed Menu.
    3. Copy the Code and paste it into your website body tag.

    Salesforce Integration modification Image 1 Screenshot 30 After that, you can integrate your form into the Salesforce Integration. Let me show you how:

    1. Click Settings on the orange navigation bar.
    2. On the left side menu, select Integrations and select Salesforce Integration.
    3. Authenticate your Salesforce Account, select an Action, Object, and Map the field in your form to your Salesforce Account.
    4. Then, click Save Action.

    Salesforce Integration modification Image 2 Screenshot 41 You can refer to this guide on how to modify your Salesforce Integration.

    Give it a try and let us know how it goes.

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