الميزات

اكتشف ميزات Jotform لـ Salesforce

اكتشف الميزات الرائدة لـ Jotform مع Salesforce، وابدأ في إنشاء نماذج Salesforce القوية.

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Salesforce Features Hero Image

انشئ نماذج لـ Salesforce

قم ببناء النماذج بسهولة واجمع العملاء المحتملين دون الخروج من حساب Salesforce الخاص بك. أرسل البيانات مباشرة إلى Salesforce لإنشاء أو تحديث السجلات لأي عنصر.

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Forms for Salesforce

Update Salesforce records seamlessly

Instantly create or update records for any Salesforce object. Streamline your processes by automating record linking and conditional updates. Reduce manual data entry and boost productivity while ensuring your Salesforce data is always accurate and up to date.

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Update Salesforce records seamlessly

Dynamically populate forms with Salesforce data

Simplify your data-collection process with Salesforce Dynamic Prefill. Automatically pre-populate forms with real-time Salesforce data to reduce errors and eliminate the need for manual data entry.

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Automatically generate prefill links

Streamline workflows by automatically generating prefill links with Salesforce merge fields. Share personalized forms with minimal effort.

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Automatically generate prefill links

Collect e-signatures from Salesforce contacts

Automate your sales process and close deals faster with Jotform Sign. Seamlessly create and send contracts, quotes, or invoices and collect e-signatures directly through Salesforce. Securely store and manage signed documents within Salesforce records for efficient, easily accessible documentation.

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Collect e-signatures from Salesforce contacts

Attach files to Salesforce records

Automatically send files submitted through your forms and PDFs of form submissions from Jotform to your Salesforce records to keep relevant documentation organized in one place. Eliminate manual file uploads, minimize the risk of data loss, and streamline your record management process for maximum efficiency.

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Attach files to Salesforce records

قم بتعيين النماذج لجهات الاتصال في Salesforce

Assign prefilled forms to your Salesforce contacts directly from your Salesforce account without the need for additional integrations. Invite contacts via email or direct link.

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Assign forms to Salesforce contacts

Quickly access Salesforce integration settings

Easily build integrations. Use the Salesforce quick-access menu in the Form Builder to set up or adjust your Salesforce integration and collect information right away.

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Quickly access Salesforce integration settings

Track data transfers with Integration Logs

Gain better visibility and control over your Salesforce integration with detailed Integration Logs that ensure seamless data flow and minimize disruptions.

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Track data transfers with Integration Logs

Get notified about integration errors

Stay informed about any integration issues with email notifications for error logs. Receive daily error summaries and quickly resolve potential disruptions to your data flow. Proactively address errors to maintain a seamless integration and ensure data integrity.

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Get notified about integration errors

Manually send form data to Salesforce

Send data from Jotform to your Salesforce records with the click of a button. The Salesforce Integration Tables Action Button allows you to quickly and securely transfer form responses so your data is immediately available in Salesforce without the need for manual entry.

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Manually send form data to Salesforce

قم بتحسين منظمتك مع ميزات خطة الشركات من Jotform

اسم نطاق مخصص

العلامة التجارية البيضاء (White label)

بيئة متعددة المستخدمين

الاولوية بالدعم اللحظي

التسجيل الموحد (SSO)

عدد لانهائي من النماذج والارسالات

أداة ربط Jotform مع Salesforce متاحة على AppExchange!