How to update a Salesforce object once a form is submitted?

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    Benaroch
    Asked on August 20, 2025 at 6:05 PM
    I would like it to update a salesforce object. I think I have an idea how to get that done, but I'm happy to hear any suggestion you may have.
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    Mary JotForm Support
    Replied on August 20, 2025 at 6:39 PM

    Hi Noah,

    Thanks for reaching out to Jotform Support. Let me show you how to update a Salesforce object after form submission:

    1. In Form Builder, in the Orange Navigation Bar, go to Settings.

    2. In the left menu, select Integrations.

    3. Select Salesforce, then Authenticate your Salesforce account.

    How to update a Salesforce object once a form is submitted? Image 1 Screenshot 30 4. Under Select an Action, choose Create or Update a Record.

    5. Select a Salesforce Object, then under Create a Record, match your Salesforce Object fields to your form fields. Ensure that the fields are the same type.

    6. Under Update an Existing Record, match your Object Fields with your form fields again.

    7. Once done, click Save.

    How to update a Salesforce object once a form is submitted? Image 2 Screenshot 41 Give it a try and let us know if you have any other questions.

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    nishaijaz942
    Replied on August 20, 2025 at 9:36 PM

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