Create requests with Jform for Salesforce

Request ID refers to the unique identifier assigned to every submitted request. The Request ID provides Salesforce account holders with an easy way to manage unique requests and track progress.

Yes, a popular request form use case in Salesforce is adding requests submitted through a form to a workflow. In a contact request form workflow, each user submits a ticket to a support member for review. The support team member then contacts the user about their request. Contact requests provide an additional method of communication between an organization and a prospect, allowing users to submit a request before actually speaking with the company.

Jform offers an easy and intuitive way to collect requests and automate the associated work processes. By using Jform on Salesforce AppExchange, you can streamline your data collection and automate request workflows straight from your Salesforce account. Enjoy Salesforce’s extensive CRM functionality and Jotform’s powerful online form builder in one neat package — perfect for collecting and responding to requests.

You can connect your request forms seamlessly with Salesforce on either the AppExchange or via our in-product Salesforce integration.

To connect your forms via Salesforce AppExchange, open AppExchange, search for Jform in the search bar, and click Get It Now. Then follow the setup instructions. You can choose whether to install the app for Admins Only, for All Users, or for Specific Profiles.

Once you’re done, open the app by clicking on the App Launcher icon and searching for Jform. Create your free Jform account or log into your existing account and follow the instructions to finish setting up the app. After you do that, you can use Jform within Salesforce. Click on the Create Form button, then select Salesforce Form. You’ll automatically be prompted to map form fields to objects in Salesforce.

To connect an existing request form in Jform with your Salesforce account, use our legacy Salesforce integration. To set this up, open the Form Builder and click Settings. Click the Integrations tab and search for Salesforce. Click the Authenticate button to link your Salesforce account to your existing request form. After connecting your account, select either Create or update a record or Find a record. Choose an object from the list and map your form fields to the corresponding data fields from your chosen Salesforce object.

Once you’re satisfied, click the Save Action button and then the Save Integration button. Click Finish and then you’re ready to go! Your request form data will now be sent to your Salesforce account each time a new submission comes in.

Making the most of your collected data is easy with Jform for Salesforce. You can pre-populate data directly from your Salesforce account — perfect for avoiding data errors and streamlining your users’ form-filling experience. Also, the data you collect via your Jform for Salesforce forms can also be used in other prefilled Salesforce forms. Save your users time and energy by filling in the details from data you’ve already collected.

In addition, you can make the most of your data by using Jotform’s pre-populated forms and extensive suite of tools. Jotform’s pre-populated forms speed up the form-filling process for users and boost form conversation rates. Encourage your users to complete their responses by automating their experience with prefilled data.

By using Jform, you also gain access to a whole suite of useful tools that can help you make the most of your collected data. Use Jform Tables to organize and manage your data, Jform Approvals to build workflows, Jform Reports to generate data charts and graphs, PDF Editor to generate professional PDFs, and much more.