How to set up a form where i can pull Salesforce fields in

  • sdavlantes
    Asked on September 14, 2017 at 4:24 PM

    Hello,

    I want to create a form where i can show data from Salesforce. 

     

    First Name: [First Name from Salesforce]

    Last Name: [Last Name from Salesforce]

     

    but i need these to be unique to the person who opens the form. How can i set this up?

  • David JotForm Support
    Replied on September 14, 2017 at 6:35 PM

    It is possible to export form data to Salesforce but it is not currently possible to import data from Saleforce to populate the form.  There is no way for the form to check for the appropriate Salesforce entry and import the data from that entry.