Integrating existing form with Salesforce Sandbox

Hello!

I'm looking to integrate an existing form with a Salesforce Sandbox. I can login to my regular Salesforce account, but there isn't currently a way to do this my sandbox account.

Hi Gerardo,

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 your existing form with a Salesforce Sandbox, you need to authenticate your Salesforce Sandbox account during the integration process. Here’s how to do it:

1. Go to your form's Settings tab in the Form Builder.
2. Select Integrations from the left panel and search for Salesforce.
3. Click Authenticate and log in using your Salesforce Sandbox credentials instead of your regular Salesforce account.
4. Choose the Salesforce action you want (create/update record or find existing record).
5. Map your form fields to the Salesforce Object fields as needed.
6. Save the integration to complete the setup.

Make sure your Salesforce Sandbox account has API access enabled and the necessary permissions to allow integration.

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

Best regards,
Jotform Support

There is not an option to authenticate with my sandbox instead.

Hi Gerardo,

If you don't see an option to authenticate with your Salesforce Sandbox account directly, this is because Jotform's integration currently supports authentication only with regular Salesforce accounts. However, you can try the following workaround:

1. Use a Salesforce connected app configured for your sandbox environment to generate OAuth credentials.
2. Manually configure API access in your Salesforce Sandbox with the necessary permissions and API enabled.
3. Check your Salesforce profile to ensure API access is enabled and the required object permissions are granted.

Unfortunately, direct sandbox authentication through the standard Jotform integration interface is not available at this time.

Best regards,
Jotform Support

Hi Gerardo,

When authenticating Jotform with Salesforce, make sure to log in via the sandbox login URL, https://test.salesforce.com. You can use the custom domain to log in to Salesforce Sandbox and integrate your form. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

2. In the menu on the left side of the page, click on Integrations.

3. Now, select Salesforce

4. Click on Use another account.

5. Click on Use custom domain.

6. Enter https://test.salesforce.com and then click on Continue button.

7. That's it, you can now log in to sandbox.

Give it a try and reach out again if you have any other questions.

Hey Reymae,

Upon entering my credentials, I am greeted with this screen.

Hi Gerardo,

I'll need a bit of time to look into this. I'll get back to you as soon as I can.

Thanks for your patience, we appreciate it.

Hi Gerardo,

An error when logging into a Salesforce Sandbox via Jotform typically points to an issue with authentication or the integration setup. Common causes include incorrect login credentials, a misconfigured Sandbox URL, or issues related to My Domain settings.

Double-check that you’re using the correct username and password for your Salesforce Sandbox environment, not your production credentials. After a sandbox refresh, login details may change, rendering previously saved credentials invalid.

To avoid issues, clear your browser’s cache and cookies, and any saved passwords, then restart your browser. This helps ensure outdated or conflicting data doesn’t interfere with authentication. You can also check your Salesforce My Domain Settings to see if the Prevent Login form https://test.salesforce.com option is currently enabled. Let me show you how:

1. In Salesforce Dashboard, click on the Gear icon in the upper right corner of the panel and select the Setup option in the Dropdown Menu.
2. On the left side menu, select the Company Settings option in the Settings section.
3. Now, select the My Domains option under the Company Settings section.
4. Then, check your My Domains Settings.

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