Conecte un formulario a varias cuentas de Salesforce.

  • Zemborain
    Fecha de consulta 14 de junio de 2024, 13:50

    Tengo actualmente formularios creados desde Jotform y conectados a SF. pero necesito cambiar el usuario con el cual se creo la conexión sin cambiar la conexión existente

  • Eliza Jotform Support
    Fecha de respuesta 14 de junio de 2024, 14:02

    Hi Maud,

    Our Spanish Support agents are busy helping other Jotform users right now, so 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, it might take a while until they're available again.

    Now, coming back to your question, to clarify, are you looking to connect one form to multiple Salesforce account? If yes, it currently not possible to do so, as you can only connect one form to one Salesforce account at a time. If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better?

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.

  • Zemborain
    Fecha de respuesta 18 de junio de 2024, 8:17

    No, hoy tengo conectado mis formularios con una cuenta de Salesforce y necesito cambiarla a otra ya que ese usuario se va a desactivar. pero no quiero perder la información que existe ya conectada.

  • Sonnyfer Jotform Support
    Fecha de respuesta 18 de junio de 2024, 8:21

    Hi Maud,

    Unfortunately, when you remove the Salesforce integration and connect a different account, the connected information will be lost to make way to your new Salesforce account integration.

    If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better?

    Let us know if you need any more help.