Quick summary
The Jotform Salesforce integration is installed directly through Salesforce AppExchange, letting you connect form submissions to your CRM in minutes. This step-by-step walkthrough covers everything from finding the listing to completing the package installation in your sandbox or production org.
Steps
- Go to Salesforce AppExchange and search for Jotform.
- Click the Try It Free button on the Jotform listing page.
- Select Try in your sandbox to begin a sandbox installation.
- Verify your account information and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain name and click Continue.
- Choose the user scope for the installation and click Install.
- Grant Third Party Access and click Continue to finalize.
- Find the installed app under Settings > Advanced Setup > Installed Packages.
