Salesforce integration is not pulling the contact record

  • Daniel_daniel_Daniel
    Asked on April 1, 2025 at 11:32 AM

    I created a form that creates a case in Salesforce. This part of the form works properly. However, I also need the form to pull in the contact information of the sender on the case that is created. I cannot get this to work. Can you please provide guidance? TY

  • Lorevie JotForm Support
    Replied on April 1, 2025 at 2:17 PM

    Hi Daniel_daniel_Daniel,

    Thanks for reaching out to Jotform Support. To my understanding, there's no contact being created on your Salesforce. Is that right? However, I've checked your Action logs and the Create Case and Create Contact were both successful. Check out my screenshot below:

    Salesforce integration is not pulling the contact record Image 1 Screenshot 20Can you explain more about what's happening?

    After we hear back from you, we'll be able to move forward with this.

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