- SudheerAsked on February 13, 2017 at 05:47 AM
I am looking for tool like to take the salesforce data from salesforce database and and show as a form what we create and i will send that link to the particular customers. The customer has to fill additional details and he will saves the record the data has to save in salesforce
Is it possible using jotform
Please let me know i am waiting for your reply.
- BorisAnswered on February 13, 2017 at 08:10 AM
You can forward data that you receive through JotForm forms directly into your SalesForce database, however the first part of your requirement is unfortunately not feasible - at least not in an automated way.
JotForm forms cannot take/access any data that you already have in your SalesForce account to use it is a partially filled / prepopulated form. Data can only be automatically passed in one direction - from JotForm forms to SalesForce:
What helps is that you can prepopulate JotForm forms by using URL parameters, as described in the following guide:
The task of taking your existing data from within SalesForce, and using it in the URL parameters to prepopulate the forms, however, is something that you would need to perform on your own end - either manually, or by hiring a developer to automate such a task for you.
Please let us know should you need further assistance. Thank you.