Mastering Salesforce With Jotform

Salesforce helps you track contacts throughout the entire sales process, managing relationships and opportunities from start to finish. Jotform, on the other hand, captures contact information from the first touchpoint, making it easy to feed leads directly into Salesforce with its user-friendly forms. By integrating these tools, you streamline the process of gathering, tracking, and converting contacts without the hassle of manual data entry. This powerful combination keeps you organized and lets you focus on closing deals efficiently.

To get you started with Salesforce integration, you have the following options:

• Integrate Salesforce into your form through the Jotform Form Builder
• Add Jotform to Salesforce from Salesforce AppExchange

Adding Jotform to Salesforce through AppExchange is a great option if you love Jotform but want to stay within the Salesforce ecosystem. Once you add it, you’ll have a Salesforce button on your forms so you can easily map your form fields to object fields and automatically create records from Jotform submissions. 

Now, into the main point of mastering Salesforce with Jotform. This guide covers the Dos and Don’ts of the Salesforce integration, helping you master it and apply the same recommendations to other integrations, especially those that require mapping or matching form elements.

Let’s start.

Full Name Element

Most people use the Short Text element for customer names, but the integration works well with the Full Name under the Basic elements.

When needed, you can toggle to have the following: Prefix, Middle Name, and Suffix.

You might be wondering why not use several text boxes. The Full Name element has the following benefits:

1. You can pass all of the available options to the integration.
2. It is mobile-ready (responsive). Text fields will also display correctly across devices but as separate fields.
3. It’s a single field that groups related information. This is helpful for many things, including viewing results, setting up conditions, and setting up integrations.

Our smart mapping system will match the field with its equivalent on Salesforce. When setting up the integration, all that’s usually left is to confirm that the defaults are correct.

Address Element

Another great thing to note about mastering the Salesforce integration with Jotform is to utilize the Address element for your addresses instead of the individual Short Text or Long Text elements.

Under Address Properties, you can toggle to include/exclude the visible address options:

Email Element

While you could use the Short Text element and set its validation as Email, we always suggest using the Email element.

Phone Element

Don’t forget the Phone field. Use it to capture phone numbers for your integration with Jotform. Not only does it map well to Salesforce, but it also makes collecting the number more manageable.

Short Text Element for Custom Fields

You might need to connect your Jotform fields to some custom fields in your Salesforce account. That, too, is possible with Jotform. For this, the Short Text element is the way to go.

Let’s say you need to pass some custom fields like the following:

< input type="hidden" value="Responded" name="member_status" >

All you need to do is add the Short Text element and map it to the custom Salesforce field.

Under the Advanced tab of the Short Text Properties, you can do the following:

• Set a Default Value.
• Make the element as Read Only.
• Hide the element from the user’s view.

Here’s a sample form that follows Jotform’s best practices for integrating with Salesforce: https://www.jotform.com/220594288290462. Feel free to clone it.