How to Create a Salesforce Form in AppExchange

September 25, 2023

When you install Jotform’s app on your Salesforce account, you’ll have a Salesforce button right there on your forms, so now you can automate the creation of records in Salesforce. Keep on reading to learn how to install Jotform from Salesforce AppExchange.

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  1. Log into your Salesforce account and click the 9-dot menu on the left side of your homepage to open the App Launcher.
View of Salesforce Homepage Clicking on App Launcher
  1. Search Jotform and click it.
View of Salesforce Homepage Searching for Jotform
  1. If you’re in Salesforce AppExchange, search Jotform and click ‘Get it Now’.
View of Jotform's Salesforce AppExchange Page Clicking on "Get It Now"
  1. Under the Setup tab, you can either log into your existing Jotform account or create one for free. If you’re new to Jotform, check out our subscription options.
Jotform's Setup Page in the Salesforce AppExchange
  1. Once you log in or create your account, you’ll be asked to allow Salesforce to access your Jotform account. Click Allow and your integration will be complete!
Jotform's Setup Page in the Salesforce AppExchange Allowing Salesforce Access to Jotform Account

How to Change Users Permissions if You’re an Admin

If you’re a system administrator for your organization, you need to assign the Jotform App User permissions to relevant users. Please note that only the system administrator can assign relevant permissions.

  1. Go to Administration, then click Users, click Permission Sets, and then click Jotform App User.
Permission Sets Setup Page on Salesforce AppExchange
  1. Click Manage Assignments. 
Permission Sets Setup Page on Salesforce AppExchange Clicking on Manage Assignments for Jotform App User
  1. Click Add Assignment to manage your users permissions.
Permission Sets Setup Page on Salesforce AppExchange Clicking on Add Assignment for Jotform App User

Creating a Salesforce Form

  1. Now you can create Salesforce forms that are automatically integrated with Salesforce. All you have to do is click Create Salesforce Form.
Create a Form Page of Jotform in Salesforce AppExchange Clicking on Create Salesforce Form
  1. When you select Create Salesforce Form, you can pick the Salesforce objects you want to include as fields in your form. Objects are essentially databases you can create. Objects are made up of fields that you can map to in your forms. This allows you to automatically create Salesforce records. In this example, we created a Contact form that will connect to a Contact Object in Salesforce.
Creating a Salesforce Form with Jotform in Salesforce AppExchange
  1.  When you select an object, it will come up with a set of fields for you to include in your form. Now you can select the fields you want to include in your Contact object.
Creating a Salesforce Form with Jotform in Salesforce AppExchange Selecting Fields to Include to the Form
  1. Click Create Form, and your form will show all the fields you selected earlier. Now, whenever someone submits this form, their contact information will be added to your database in Salesforce.
Salesforce Contact Form with Jotform Form Builder in Salesforce AppExchange
  1. If you want to connect other objects with your forms and fields you have already created, just click the Salesforce cloud on the right to map your Jotform fields to your Salesforce fields.
Salesforce Contact Form with Jotform Form Builder in Salesforce AppExchange Viewing Salesforce Integration to Connect Fields

If you want to learn more about mapping fields in Salesforce, check out Salesforce’s Help Docs on Standard Contact Matching Rules and Standard Account Matching Rules

Jotform is now on Salesforce AppExchange!

Get It Now
Jotform is now on Salesforce AppExchange!
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

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