Salesforce integration with community platform

  • P
    Philippa
    Asked on January 16, 2021 at 8:29 PM

    We are a charity. If we signed up to the free pricing plan would we have to pay extra for a Salesforce integration? Also can you embed jotform in a salesforce community platform?

  • Profile Image
    Rosa_C
    Replied on January 17, 2021 at 3:31 AM

    Hi,
    Thank you for contacting us.
    On a Free plan you have access to all Jotform integrations and tools, Salesforce included.
    Here you can check limits for FREE plan and paid plans: https://www.jotform.com/pricing/
    However, on a Free plan there is a limit of 100 Monthly Submissions meaning the total number of submissions you can receive for one form on a monthly basis.

    Please check this link for further details: https://www.jotform.com/help/408-understanding-your-account-usage-and-limits
    You can easily integrate your form with Salesforce by following this guide: https://www.jotform.com/help/271-how-to-setup-salesforce-integration

    Please let us know if you need any further help.
    Best regards.

  • Profile Image
    Luna Product Triage Specialist
    Replied on October 14, 2025 at 11:59 AM

    Hi Philippa,

    We’re thrilled to announce that Salesforce Agent is now available! With Jotform’s AI Agent, you can create an AI Chatbot that learns from your Salesforce knowledge and can integrate with any object in your Salesforce environment! The agent can create, update, or look up Salesforce records in real time during conversations, offering an easy-to-deploy, no-code, and cost-effective AI-powered solution.

    You can embed Jotform AI Chatbot into Salesforce Experience Cloud sites. Here’s a quick way to do it:

    • To embed an AI Chatbot to your Salesforce Experience Cloud site, you need to install the most recent version of Jotform from the AppExchange. Once the installation is complete, open the Experience Builder in Salesforce for the site you want to edit.
    • Click on the Components tab.
    • Drag and drop Jotform AI Chatbot component to the page.

    Salesforce integration with community platform Image 1 Screenshot 30

    • Paste your AI Chatbot’s share link to the settings panel.
    • Customize position, greeting message and other options for the chatbot. That’s all!

    Salesforce integration with community platform Image 2 Screenshot 41

    Start using Salesforce Agent today, and if you need help or have questions, feel free to contact us anytime.