Jotform is not connecting to my Production Salesforce Org

I have removed the Package, fully deleted it, and reinstalled the package.

Still not connecting and creating records.

Hi LevAharon,

Thanks for reaching out to Jotform Support. Let me help you with that:

Since you have already removed and reinstalled the Salesforce package but the connection and record creation are still not working, I recommend checking the Salesforce integration logs to identify the specific issue. Here’s how to do it:

1. Go to your form in the Form Builder.
2. Click on the Settings tab.
3. Select Integrations from the left panel.
4. Choose Salesforce from the list of integrations.
5. Click on the See Action Logs button to view the integration log details.

In the logs, look for any error messages or failed actions that can give clues about the problem. Common issues include mismatched field options, missing required fields, or duplicate record rules in Salesforce.

Some common solutions are:

• Ensure that the form field options match the Salesforce picklist API names exactly.
• Make required fields mandatory in your form.
• Check and adjust duplicate record rules in Salesforce if needed.

Monitoring the logs will help you pinpoint the exact cause and fix it accordingly.

Give it a try and let us know how it goes.

How do I tell what user Jotform is using to post?

This is the error -

Create or update Account is failed

{

Error Message: Record Type ID: this ID value isn't valid for the user: 012WE00000KJ0QbYAL

Error Code: INVALID_CROSS_REFERENCE_KEY

Fields:

RecordTypeId

}

Hi LevAharon,

The error message you are seeing, INVALID_CROSS_REFERENCE_KEY, indicates that the Record Type ID being used in the integration is not valid for the Salesforce user that Jotform is using to post records.

To identify which Salesforce user Jotform is using for the integration, you need to check the connected Salesforce account credentials in the integration settings within Jotform. This is the user whose permissions and access determine what Record Type IDs are valid.

Make sure that the Salesforce user connected to Jotform has access to the Record Type ID you are trying to use. You may need to:

• Verify the Record Type ID exists in your Salesforce production org.
• Confirm the connected Salesforce user has permission to use that Record Type.
• Update the integration or form to use a Record Type ID valid for that user.

Checking and adjusting these settings should resolve the INVALID_CROSS_REFERENCE_KEY error.

"To identify which Salesforce user Jotform is using for the integration, you need to check the connected Salesforce account credentials in the integration settings within Jotform. This is the user whose permissions and access determine what Record Type IDs are valid."

Is this myself, if I am logged in and modifying the Jotform Form and testing it?

Hi LevAharon,

The Salesforce user that Jotform uses for the integration is the one whose credentials were connected during the setup of the Salesforce integration in your Jotform account. It is not necessarily the user who is currently logged in and modifying or testing the form.

This means that even if you are logged in to Jotform and editing the form, the integration posts records to Salesforce using the connected Salesforce account credentials saved in the integration settings. The permissions and access of that connected Salesforce user determine what Record Type IDs and actions are allowed.

If you want to verify or change which Salesforce user is connected, you can do so by going to the Salesforce integration settings in your form and re-authenticating with the desired Salesforce account.

The ID in the error log is not in Production. It is from the Sandbox.

Hi LevAharon,

If the Record Type ID in the error log is from the Sandbox and not your Production Salesforce org, this indicates that the integration may still be connected to your Sandbox environment instead of Production.

To resolve this, please verify that your Salesforce integration in Jotform is authenticated with your Production Salesforce account credentials. You may need to disconnect and then reconnect the integration using the Production environment credentials to ensure it points to the correct org.

Once reconnected to Production, the Record Type IDs and other references should correspond to your Production environment, which should resolve the error related to the Sandbox ID.

How do I do this?

Hi LevAharon,

To disconnect and reconnect your Salesforce integration in Jotform to switch from Sandbox to Production, follow these steps:

1. Open your form in Jotform Form Builder.
2. Go to the Settings tab.
3. Select Integrations from the left panel.
4. Click on Salesforce integration.
5. Disconnect or remove the current Salesforce connection.
6. Reconnect by authenticating with your Production Salesforce account credentials.
7. Complete the integration setup using your Production environment details.

This will ensure your form is connected to your Production Salesforce org and not the Sandbox.

Still showing the old sandbox

Hi LevAharon,

If your integration is still showing the old Sandbox after reconnecting, please try the following steps to fully clear the previous connection:

1. Remove the Salesforce integration completely from your form.
2. Clear your browser cache or try using a different browser to avoid cached data issues.
3. Log out of both Jotform and Salesforce accounts.
4. Log back into Jotform and open your form.
5. Set up the Salesforce integration again, making sure to authenticate with your Production Salesforce credentials.

This process should ensure that the integration connects to your Production environment and not the Sandbox. If the issue persists, double-check that your Salesforce credentials used during authentication are indeed for the Production org.

Deleted it, logged in from different browser, deleted Salesforce Connection, recreated one, and its still showing the error

Need to speak to representative

Hi LevAharon,

One of our Support Team members will take it from here to follow up shortly.

My email is jonny.grobstein@ebq.com

My phone number is 512-960-4371

Got it working. Had to remove fields from the form then re-add them.