How do I integrate to Accounts in Salesforce?

I continue to get the following message when I try to integrate two objects into Salesforce. I currently have the primary object to account and the secondary object to contacts.

Hi Jacob,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

To integrate two objects into Salesforce with the primary object mapped to Account and the secondary object to Contacts, here’s a concise guide:

1. Authenticate Salesforce Integration: In your form builder, go to Settings > Integrations, search for Salesforce, and authenticate your Salesforce account.
2. Select Salesforce Objects: Choose the primary object as Account and the secondary object as Contacts. You can map form fields to the respective Salesforce object fields.
3. Configure Record Actions: Choose to create or update records. Enable options to update existing records if duplicates are found based on Salesforce’s standard matching rules.
4. Map Fields Properly: Use Jotform’s field mapping to connect form fields to Salesforce Account and Contact fields. Ensure your form includes key fields like Full Name, Email, and Address to match Salesforce records.
5. Save and Test: Save the integration and test by submitting the form to verify records are created or updated correctly in Salesforce.

If you encounter duplicate errors, make sure the option to update existing records is enabled so Jotform can find and update the original record instead of creating duplicates.

Let us know if you need further assistance with specific error messages or mapping details.

Give it a try and let us know how it goes.

I have completed all of these steps. Here is the error message: {

Error Message: Failed to create Account for Contact Ember Jordan. This Account is a duplicate. Please use the existing account.

Error Code: FIELD_CUSTOM_VALIDATION_EXCEPTION

}

Hi Jacob,

The error indicates Salesforce is detecting a duplicate Account when trying to create one for the Contact. To resolve this, ensure your integration is set to update existing Accounts instead of creating new ones when duplicates are found.

Check your Salesforce integration settings in Jotform and enable the option to update existing records based on matching criteria. This will prevent duplicate Account creation and link the Contact to the existing Account.

Try adjusting this setting and test again. If the issue persists, please share more details about your field mappings and matching rules.

Give it a try and let us know how it goes.

Hi Jacob,

Thanks for reaching out to Jotform Support. The FIELD_CUSTOM_VALIDATION_EXCEPTION error occurs when a validation rule in your Salesforce organization is not satisfied by the data you're trying to save or update. When a record is updated, Salesforce checks all fields against the active validation rules. To fix this, you can review the validation rules applied to the fields in your Salesforce setup and ensure the data you're submitting complies with those rules. You can check out these guides to learn more about Validation Rules and Examples of Validation Rules.

Reach out again if there’s anything else we can help you with.