Ideally, we would like to be able to use formulas to total up books that have been ordered while the form is still open, so that we can see if we need to order more books from our suppliers. And if it is possible to edit the integrated Google Sheet without breaking the integration, do you know what kinds of edits are possible? Obviously we would like to avoid such situations in the future, so my question is whether we can edit the integrated Google Sheet AT ALL without breaking the integration, or if we need to wait until the form is no longer taking submissions to edit the integrated Google Sheet. prendy64 Answered on Ap05:01 PM No you did not answer my question. Let us know if you have any other questions.
#JOTFORM SALESFORCE INTEGRATION HOW TO#
For more information, please check our guide on How to Integrate PayPal Checkout With Jotform. All other orders populated correctly into the integrated Google Sheet. For this integration, you must have a premier or business PayPal account. Because we work off the integrated Google Sheet, we missed this order, and it was not delivered. Recently, we had a parent place an order which did not autopopulate into the integrated Google Sheet, but did show up in the Jotform submissions. You can basically map fields on your Jotform form to the fields on your Salesforce database.
The great thing about Jotform’s Salesforce integration is that you can take advantage of the flexibility of both SalesForce and Jotform. This involves adding additional columns to the Google Sheet, and in some cases adding an additional row (which, after some errors, we now put as the second row of the sheet and then freeze the first two rows). Today, we are happy to announce our new integration with Salesforce. We set up a Google Sheets integration to keep track of orders, and we typically edit the Google Sheet in order to be able to see total books ordered, whether the order has been packed or not, etc. I work at an independent bookstore, and we have been using Jotform to sell books for author visits to schools.
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