Salesforce: Add Products to an Opportunity via Jotform

Hi - Can someone please tell me how I can add products to an opportunity by using a Jotform? The scenario is I want to be able to create a form where I can specify what products I need to order. After submission, it should create an opportunity with line items. Btw, here is my current setup. Please take note that we have renamed the opportunity object as "Project". Thanks.

Hi Steven,

Thanks for using Jotform.

I understand the issue, but I’ll need a bit of time to work out a potential solution or to see if this is possible in the integration. I’ll get back to you shortly.

Thank you in advance for your patience and understanding!

Hi again Steven,

Thank you for your patience as I look into this for you.

As I'm going through the Salesforce integration, I realize that I do require a little clarification in regards to your use case to understand as clearly as possible.

Are you submitting the same product information to update your existing products in Salesforce, or are you wanting to add new product data?

Once we have this information from you, we can better proceed with a potential solution.

I am trying to add an opportunity line item to an opportunity via Jotform. So after submission of the form with product details, it should automatically create an opportunity with line item details as shown in the screenshot below. Hope that helps.

Hello Steven,

Unfortunately, it is not currently possible to send form submission data to populate an Opportunity object within Salesforce. The current integration only allows for Account, Lead, and Contact.

Let us know if you have any other questions.

Jovanne - This is true with the "Legacy" integration, but the new one already allows you to select any object may it be custom or standard. Please review the previous exchanges and get retrained. You are just wasting precious time.

Hope someone can help us soon.

Hello localforyou,

I tested Salesforce Integration with the Opportunity object and it is working as expected. Though I did check your form and it looks like you are using a custom object, can you please confirm that? Could you share with us a screenshot on how the custom object is currently setup in your Salesforce? We'll try to follow the same configuration and further test the integration.

We're awaiting your response and looking forward to assisting you further.

Lorenz - Please backread through the comments. WE HAVE RENAMED THE "OPPORTUNITY" OBJECT TO "PROJECT" AND THE "PRODUCT" OBJECT TO "SUBSCRIPTION". Yes Opportunity creation is working fine, however what I need assistance with is how I can link the Opportunity and Opportunity Product so that when a form is submitted, an opportunity product is automatically added to an opportunity. Hope that makes sense.

Hello localforyou,

Can you explain a bit more on what you're looking for? So we can get a better idea of what you want to happen. You can do it via Loom video if that's any easier for you.

Here is my explanation :
https://www.loom.com/share/eac505e5681b40019aa2e9e8770bb44a

Please let me know if you're able to review. Thanks.

Hello localforyou,

Thank you for getting back to us. We apologize for the inconvenience you have expereinced. I viewed your loom video and base on my understanding you want to create a form which will link to your website that will prepopulate the data in it by using the form that your client filled out? correct me if I'm wrong. If you are referring to embed your form into you web page you may refer to this link. You may also consider checking this guide to Prepopulate Fields using URL Parameters.

I hope this helps.

No, that's not the issue. Please review the thread below, as this is similar to my current request. I would like to link the Opportunity Product record to an Opportunity once the form has been submitted. No issue or whatsoever in terms of the data syncing between Jotform and SF. I just want to know how to do it.

https://www.jotform.com/answers/3961811-salesforce-account-and-contact-creating-two-records-instead-of-being-correlated#14

Hello localforyou,

Thank you for the clarification and for sending the Loom video. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Any update on this?

Hello localforyou,

Thanks for the follow-up. We need just a bit more time to come up with a solution. We’ll get back to you as soon as we have one.

We really appreciate your patience and understanding.

Hello again localforyou,

We really appreciate your patience and understanding while we’re looking into this.

After further checking, unfortunately, the feature you're looking for isn't available at Jotform right now. We've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

Thanks for your patience and understanding.

Hi Steven,

Here are the steps for you to add Product and Opportunity, assuming they will be the same structure even if you change their names.

To be able to add a product to an opportunity in Salesforce, please see the example below that shows how to create a new Opportunity and add an existing Product to an Opportunity.

1. You need to pick up the "Price Book" to define the opportunity that will be created. In the demonstration, it is assumed that the price book was created before at Salesforce. It is searched using Price Book Name.

2. A new opportunity is created in the Price Book found in the first step.

3. Again, it is assumed that the products were already defined at Salesforce. So again a "Find existing record" action is used.

4. As the last step Opportunity Product is created linked to the Opportunity created in the 2. step and with the found product in the 3. step.

As a result of this integration setup an opportunity with the selected product is created.

If you have any comments/questions, please let us know.