Create a Form and Integrate it to Salesforce

We need to be able to create online forms for our clients to complete to populate Salesforce. 

Hi Montrell,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

One of our Support Team members has taken over this thread and will assist you further.

Let us know if you have any other questions.

Best regards,
Jotform Support

Hi Montrell,

Jotform is an online form builder that provides a number of tools and 10,000+ customized templates. Dragging and dropping features or elements makes it really easy to create forms. I'll help you do it:

1. On your My Workspace page, in the top-left corner of the page, click on Create.

2. Then, click on Form and, select Create From Scratch.

3. On the next page, select Classic form if you want to show multiple form elements on a page, and choose Card form if you want the form elements shown individually on each page of the form.

4. In Form Builder, click on Add Element in the left corner of the page to see the complete list of Form Elements, Payment Gateways, and Widgets.

5. In the menu that opens, drag and drop the Form Elements, Payment Gateway and Widgets you want to use.

Now, here's how you can integrate your form to Salesforce:

1. While in Form Builder, click on Settings in the orange navigation bar at the top part of the page.

2. Select Integrations from the menu on the left, and then search for and select Salesforce.

3. Click on the Authenticate button to start authenticating your Salesforce account.

4. Select your preferred action, and click on Next at the bottom.

5. Match the Salesforce fields with the Form fields, and set up the rest of the options as needed.

6. Once done, click on Save at the bottom.

You can also check out this guide to know more about how to integrate form to Salesforce.

Let us know if you have any other questions.