Collect orders seamlessly with Jotform for Salesforce
Jotform for Salesforce lets you collect purchase orders and order requests with custom forms that match your branding. You can instantly populate your forms with Salesforce data, and all form responses will be recorded in Salesforce.
Explore Order Form Templates
Whether you're selling physical products, professional services, or subscriptions, Jotform has your back. We offer 900+ ready-made order form templates to choose from, so you can build the perfect form for your needs.
Salesforce
Integrate your Jotform account with Salesforce
Add Jotform to Salesforce through AppExchange or use our Salesforce integration on any of your forms in Form Builder. Your Jotform submission data automatically populates your Salesforce database, so you can transfer information effortlessly between platforms.
40+ Payment Integrations
Take advantage of 40+ payment integrations
Select one of our payment gateways — including PayPal, Square, Venmo, Stripe, and more — to collect payments directly from your order forms. No more toggling between third-party apps or chasing down payments from your customers!
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Share & Embed
Share and embed your forms in seconds
No matter how you collect orders, you can share your forms without hassle. Send them through a direct link, via QR code, on your social media platforms, or by embedding them in your e-commerce website. We provide you with custom, shareable links and embed codes that make it easy to place your order forms wherever you need them.
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Prefill Forms
Send prefilled forms to leads and contacts
If you need to send an order form or a feedback form to your clients, you can instantly prefill their data from your Salesforce database with Salesforce Dynamic Prefill. This saves you time and creates a better form-filling experience for your clients.
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Learn how to begin collecting orders in Salesforce
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What our users say about Jotform
Jotform is the perfect solution for creating the right order forms for my small cooking business! It is easy to use, flexible, versatile, and allows for amazing customization. The connection to Google Sheets and email confirmations work perfectly, and the reporting function was fast and straightforward to set up. Top grades all around!
Alexandra Salomon,
Chef
FAQ
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How does Salesforce Order Management work?
Salesforce Order Management is a central hub for Salesforce users to manage all aspects of the order lifecycle, including order capture, fulfillment, payment processing, service, and shipping.
With Order Management, customers can submit, track, and manage orders from any commerce channel throughout the order lifecycle. Merchants can manage order fulfillment, invoicing and payments, shipping, and service with customizable processes and workflows. And service agents can use Order Management to access a global view of the order lifecycle, view all order-related information, and process cancellations, returns, exchanges, reshipments, refunds, and discounts.
All of this is possible through the Order Management app, which is designed for seamless data access on the go. With Jotform for Salesforce, your Jotform order form data will populate to Salesforce Order Management automatically for easy access.
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What are the major order-related objects in Salesforce?
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What is the Configure-Price-Quote (CPQ) process in Salesforce?
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What is the Order-to-Cash (O2C) process in Salesforce?
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How can Jotform help you while collecting orders?
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How can you create an order form for Salesforce with Jotform?