Jotform Inside Salesforce? The Integration You’ve Been Waiting For!

If you didn't know, Salesforce now has
a direct integration with Jotform. So if you jump into Salesforce App Exchange, you can
find it there and install Jotform inside. And you don't have to jump into Jotform every single time, just use
it inside of Salesforce. So let's go check this out. So as I mentioned, Salesforce
now integrates with Jotform. So if you jump over to App Exchange, search for Jotform,
and go and get it right now. So once you go through the process of installation, you'll have
Jotform inside of Salesforce. So no more jumping into Jotform
to use it inside of Salesforce.

So it's an easier integration. And when you create the forms inside of Salesforce for Jotform,
it directly integrates with all the fields from Salesforce,
so it's super smooth to use. Now this is my Salesforce dashboard and to get started with Jotform,
once you have it installed, go into the app launcher,
search for Jotform, go ahead and select it and this is
going to open up our Jotform panel. Now this is how you're going to get
started and it's going to ask you to log in and allow Salesforce
to connect one with another.

Once that's done,
go into Jotform with the next tab right here and you're going to be able to view
that we have a dashboard just like you would on Jotform,
but without having to go to Jotform. So if you have team members working
on Salesforce, you don't have to go back and forth to create forms that are going
to be fillable to use on Salesforce. So right from here, we're going
to be able to use Jotform. Now it's the same and different in a way. Once we create a form, this is where you're going
to be able to view the changes. I'm going to view a form and we
can create from scratch.

We can create a Salesforce form, use template, import form
and create a single document. Now this is not available when you're
over there on Jotform by itself. This is inside of Salesforce. And one of the beauties about this is
that you can select one of the Salesforce objects of what you want
to use this form for. And there's a huge list to use
and it creates the elements that we need. So if I want to do it for the account,
it's going to let me know what elements that I can use that are already
available on Salesforce. So it makes things easier and smoother. So if I want to use these type
of elements, so I'll select some of these and there's
a huge list for this particular one. Here we go. I'll just select those for now. I'll create the form for this
particular typo that I want to do. And this is a Salesforce account form. And again, I can do everything
that I want to edit. So it could be an account form.

It doesn't have to say
Salesforce if you like. The account name, I can
go ahead and edit this. And you can see that every single
field that I select has this. This field is connected
to an account and account name. So it knows what field it's
tied to on Salesforce. Now, if I'm worried of what fields I need, I can jump into this little icon right
here that says Salesforce integration. I'll select that.

I'll click on the gear icon. And again, I can view the elements,
how they are tied one with another. I can get rid of elements
and I can modify the elements. So if the building city is different to the one I have over here, I'll select
from the list and tie one with another. That's super easy to use. Now, once you have everything tied the way
you want it, go click Next, and there's a new option here,
Update an existing record.

That means that if someone fills it out with this off, it's going to create
a new record every single time. But if there's a duplicate of that form, it's going to update it
instead of creating a new one. So if something changes,
like the phone number, the billing address,
it's going to update it instead of creating a new form
over there on Salesforce. So here we go. I am going to select what element does it? Is it going to select to know
that it's a duplicate form? In this case, I'll select account name,
the field over here, account name. Again, I tie it one with another. I click save, and here we go. So if the account name is the same as a previous account on Salesforce,
it's not going to create a new one. It's just going to replace
the new information. So it's going to get updated.

So it's a pretty cool feature that we can
use here on Salesforce with Jwt Form. So when everything is ready
and smooth, go into publish. And when everything is ready,
you can share this with a link. So I can go ahead and copy this link, open
a new tab to see how it actually looks. So here's the form. But again, I can beautify
that on the builder. I can share this with social media or
create a QR code that I can display on my counter or if I go to an expo or for
any reason you want to use this form for. It's a pretty neat way to use all
of this inside of Salesforce. The direct integration is what really makes it shine because the elements
that are really available on Salesforce, you can use them right here without having
to figure out which elements I need to create to obviously
integrate with Salesforce.

Like I said, jump over to the
Salesforce App Exchange and install Jotform so you can
use it inside of Salesforce. That's a wrap for this new feature
from Jotform and Salesforce..

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