How to update only Salesforce records?

  • HopeFloats
    Asked on July 30, 2025 at 8:56 PM

    I am trying to do a very simple activity, but am having trouble. I just want to update a Salesforce contact record. I DO NOT want to create anything under any circumstances.

    Here is my mapping:

    How to update only Salesforce records? Image 1 Screenshot 30

    Here are my matching criteria from Salesforce

    How to update only Salesforce records? Image 2 Screenshot 41

    Please do not respond by pointing me to any other Jotform questions or answers. If it is possible to update Salesforce records, please present me with a specific example where you have tested this and shown that Jotform can update a Salesforce contact or let me know how I can edit my existing information to accomplish this.

    Thanks in advance
    Rich Spitz
    rich@spitzconsulting.com

  • Mary JotForm Support
    Replied on July 30, 2025 at 10:39 PM

    Hi Rich,

    Thanks for reaching out to Jotform Support. I'm afraid this is the correct process if you want to update a record in Salesforce. The Create a Record fields will be used to match and locate the data from the Form to Salesforce to be able to update it.

    Let us know if you have any other questions.

  • HopeFloats
    Replied on July 31, 2025 at 9:36 AM

    Can you or a colleague test this in Salesforce and show me that it is able to work?

  • Kris Ann JotForm Support
    Replied on July 31, 2025 at 10:09 AM

    Hi Rich,

    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 and understanding, we appreciate it.

  • Kris Ann JotForm Support
    Replied on July 31, 2025 at 11:53 AM

    Hi Rich,

    When we tested on our end, what you're trying to do can't be done. If a record is not found, it can't be skipped. It's not possible only to update records without creating them. As a workaround, you might consider creating a prefill and check if the record is found and if not, to disable the submit button.

    Let us know if you have any other questions.

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