Salesforce integration allows you to discard a duplicate entry, update the existing record with new values, or merge the two entries to retain the most accurate and comprehensive information, ensuring data consistency and minimizing redundancy across your database.
Update
If you’re looking for a way to integrate Salesforce with Jotform without having to leave Salesforce, check out our guide on how to add Jotform from Salesforce AppExchange.
Standard Matching Rules
By default, the integration uses Salesforce’s standard matching rules to identify whether a record already exists in your Salesforce account. Visit the following pages from Salesforce for the Match Keys:
If Salesforce returns a duplicate error upon creating a record, Jotform will try to find the original record and update it with the new values (if found).
Search Parameters
Jotform uses the following values as parameters when looking for the original record to update:
For Accounts:
- Full Name
- [Address] City
- [Address] Postal Code
For Contacts and Leads:
- Full Name
Your form must contain these fields and match them to the corresponding Salesforce fields.
Summary
In summary, here is how exactly Duplicate Checking works:
- The user submits your Salesforce form.
- Jotform sends the values to Salesforce.
- If Salesforce detects duplicity using the standard matching rules, it will notify Jotform. At this stage, you should get an error of a duplicate. See How to View Salesforce Integration Log Details for more information.
- If you enable the “Update an existing record” option, Jotform finds the original record using search parameters for the corresponding record type.
- Jotform attempts to update this record.
Send Comment:
7 Comments:
303 days ago
For customers using "Person Accounts" the ability for your forms to detect duplicates for accounts using "email" like it does on "contact" and "lead" would be very helpful!
More than a year ago
Hi there! If I want to update a record on a custom object in Salesforce using Jotform, How i can do it?
More than a year ago
Hi there! If I want to create a record on a custom object in Salesforce using Jotform, will Jotform look for an existing Contact record to connect the new record to? Or does this only work for new Contacts? For example, I want Jane Smith to complete a survey every quarter, can I use Jotform to create a new survey record every quarter and connect it to Jane's existing Contact record?
I'm doing a demo for a potential client this afternoon and would love to confirm that this solution will work for them if at all possible. Sorry, couldn't find my answer in your documentation.
Thank you!
More than a year ago
I would like to learn more about how to integrate JotForms to Salesforce. We currently have a User Portal that is expiring and we would like to see if JotForms could take the place of this monthly reporting tool.
We have used JotForms for two years now and done manual copy/paste entries to Salesforce. I've been pleased with the tools available at JotForms and would like to explore going to the next step. We are a small non-profit with no IT support and would like more information on how to safely start the JotForm-Salesforce integration.
The best way to reach me is by email
More than a year ago
When you say Jotform attempts to update the record, does that include "Campaign," meaning that it will add the contact to a Salesforce Campaign?
And does Jotform produce a report describing activity it performed with Salesforce? For example, that the contact was added or that the contact was a duplicate, and so was updated?
More than a year ago
I have followed all these steps and I continue to have duplicate contacts in Salesforce with every Jotform entry. Please advise.
More than a year ago
I still cannot get this to work. I have it exactly mapped with a simple Name to Account Name and Address to Billing Address. I am trying to update two fields on my account object instance with no luck.