How to create a record in Salesforce?

  • Sarika Chawla
    Asked on July 26, 2024 at 1:45 PM

    Hello, I would like to know if Jotform has features to fulfill my Requirement.

     

    There is a form on our website, that we send to any New Board Member. Currently, we just receive the information in email (I think) but what we want is that it should create a contact in SF automatically. Do you think you can satisfy this requirement?


    Form is on our website Adcouncil.org

    Jotform Thread 17312761 Screenshot
  • Joeni JotForm Support
    Replied on July 26, 2024 at 2:46 PM

    Hi Sarika,

    Thanks for reaching out to Jotform Support. You can create the Custom Object in your Salesforce Account. Let me show you how:

    1. In your Salesforce Account, hover your mouse to the right side and click the Create button.
    2. Select Custom Object on the dropdown menu.
    3. Fill out the field that has a Red Vertical Line and enter your desired Object Label.
    4. Add the Plural Label of the Object name, then select Save.

    How to create a record in Salesforce? Image 1 Screenshot 40 Here's the screenshot of the Custom Object below:

    How to create a record in Salesforce? Image 2 Screenshot 51Checkout the screencast of the result below:

    How to create a record in Salesforce? Image 3 Screenshot 62 You can check out this guide on How to create a Custom Object in Salesforce.

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

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