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SalesForce Duplicate Checking

SalesForce integration gives you the option to either discard a duplicate entry or to update the existing record with new values.Standard Matching RulesBy default, the integration uses SalesForce’s standard matching rules to identify whether a reco...


How to Find Your SalesForce Campaign's ID

1. Log in to your SalesForce account2. Click on the Campaigns tab to see the list of your campaigns3. Find the campaign on the list or create if you don't have one yet4. Click on the campaign name5. Your campaign page's URL should look like http...


How to Create a Solid Customer Satisfaction Survey

Customer satisfaction surveys are both good for you and your customers. You’ll strengthen your relationships with your customers and get to solve the pain points of your business with just a customer satisfaction survey. However, do you know how to...


How to transfer or share forms and data with another account

A common issue that some might not realize that it is actually very simple to move your forms and data from one JotForm account to another. This guide here is designed to teach you how to do this in a very simple and effortless way so lets get s...


Flexible Data Integration With Salesforce

Salesforce is probably the most popular Customer Relationship Management tool. What makes it great is that it is highly customizable. You can customize the data fields for your contacts and leads according to your business needs. Today, we ...


How to Upgrade and Pay by Wire Transfer

1. Click the Upgrade button to your preferred plan.2. Select the Check/Purchase Order/Wire Transfer option in the Payment Method(s).3. Click the "Upgrade" button. This will open a new window for providing your personal and/or cust...


How to Automatically Pass Form Data to Another Form

We know how to prepopulate a JotForm Form via URL parameters as mentioned in this guide. Now how do we prepopulate another form from another form's data?Here's a guide on how to redirect the user to another form and prepopulate the second form with t...


Mastering SalesForce with JotForm

SalesForce is great at managing contacts through the sales cycle,  JotForm is a great way to capture contact information to funnel into it. To get started with integrating with SalesForce, simply click Settings - Integrations icon in the to...