Informazioni per problema integrazione Salesforce

  • takeoffplayground
    Domanda del 3 luglio 2023 alle ore 05:07

    Buongiorno,

    vorrei chiedere gentilmente come poter risolvere questo problema.

    Su Salesforce ho etichette ho un campo a seleziona multipla in lingua inglese e sto utilizzando l'integrazione Jotform -> Salesforce.

    Su Jotform vorrei usare sempre la selezione multipla ma con un testo differente.

    Ho modo di cambiare il testo che Jotform invierà a Salesforce? Quindi creare un campo dipendente magari? Eventualmente sentiamoci in call.

  • Anthony_E
    Risposta del 3 luglio 2023 alle ore 08:05

    Hello Emmanuele,

    Thanks for reaching out to Jotform Support. Unfortunately, our Italian Support agents are currently busy helping other Jotform users at the moment. I'm going to reply to you in English, but you can reply in whichever language you feel comfortable using. Or, if you'd prefer to receive support in Italian, 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.

    You can use a hidden Short Text field and Form Calculation to modify the information sent to Salesforce. Let me show you how:

    • You have already set calculation values for the Multiple Choice form element. However, you can modify them by clicking on the Gear icon next to the field. These values will be sent instead of the selected text.

    Informazioni per problema integrazione Salesforce Image 1 Screenshot 60

    • Add a Short Text field to your form by clicking on the Add Form Element + button at the top left corner.
    • Click on the Gear icon next to the Short Text field and switch to the Advanced tab on the right sidebar.
    • Enable the Hide Field switch to hide the field on the form.

    Informazioni per problema integrazione Salesforce Image 2 Screenshot 71

    • Click on Settings in the orange navigation bar at the top of the page.
    • Select Conditions in the left sidebar.
    • Click on the Add a new condition button and choose Update/Calculate Field.
    • Configure the condition as shown in the provided screencast.

    Informazioni per problema integrazione Salesforce Image 3 Screenshot 82

    • Here is the full view of the condition:

    Informazioni per problema integrazione Salesforce Image 4 Screenshot 93

    You can set the Short Text field to hold the desired multiple choice result to be sent to Salesforce.

    Informazioni per problema integrazione Salesforce Image 5 Screenshot 104

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

    Once we hear back from you, we'll be able to move forward.