Publicar datos en Salesforce

  • ilorenzo
    Fecha de consulta 21 de marzo de 2024, 10:47

    Buenas tardes estoy intentando encontrar la plataforma Salesforce dentro de las diferentes opciones de Plataformas y ya no me aparece.

    ¿Tengo que buscar en otro sitio?

    Gracias

    Ignacio.


    Publicar datos en Salesforce Image 1 Screenshot 20

  • Arslan Jotform Support
    Fecha de respuesta 21 de marzo de 2024, 11:12

    Hi ilorenzo,

    Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. If I understand correctly, you want to send data from your form to Salesforce. You can do this under Integration. Let me help you locate it:

    • Open your form in Form Builder, and in the orange navigation bar at the top of the screen, click on Settings.
    • In the menu that opens on the left side of the page, click on Integration.
    • Click on Salesforce and complete the integration.

    Publicar datos en Salesforce Image 1 Screenshot 20

    Give it a try and reach out again if you have any other questions.