How can I prefill data for the logged in users contact data in Salesforce Experience Cloud

I can embed a Jotform mapped to Salesforce field in Salesforce Experience Cloud via iFraming it on a page. My question is, how do I prefill data into the form from the logged in users Contact record?

Note: I have mapped the fields and selected the pre-fill option.

Kind regards.

Hi Diabetes_Victoria,

Thanks for reaching out to Jotform Support. To clarify, are you referring about Prefilling Your Form Using Data From Salesforce, and you also said that you already mapped the fields and selected the prefill option. I checked your form, and can see that you already have a prefilled option for Salesforce. In order to prefill the data, you need to share your form and choose how you would to share your link. Let me show you how:

1. Open your form in Form Builder, then click on Publish in the orange navigation bar at the top of the screen.
2. Now, click on Prefill in the menu on the left side of the screen.
3. Then select Salesforce Prefill.
4. In prefill options, hover your mouse over the prefill and click on the Three Dots icon.
5. Then you can select Send Invitation or Copy URL to share your prefilled link.

But, if that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better?

Give it a try and let us know if you need any other help.

Hi Jomel,

Thanks for the update. We're aware of data prefill working as you've suggested. The issue we're trying to solve is slightly different.

When a user logs into Salesforce Experience Cloud portal, we know who the Contact is. We want to render the prefill form for this contact.

How can we render the prefill form for the logged in contact? or alternately, can we dynamically generate the prefill URL for a particular contact, so we can render the form in the Experience Cloud portal?

Kind regards.

Hi Diabetes_Victoria,

Thanks for getting back to us. Are you referring to adding contact details rendered from Salesforce Form in AppExchange? When you install Jotform’s app on your Salesforce account, you’ll have a Salesforce button right there on your forms, so now you can automate the creation of records in Salesforce. Let me show you how:

1. Log into your Salesforce account and click on the 9 Dots Icon on the left side of your homepage to open the App Launcher.

         2. Search for Jotform and click on it.

3. To assign the Jotform App User permission to relevant users, go to the Setup tab. Note that you need to be the system administrator to change the permission settings.

4. After that, go to the Administration section on the left side of the page. Under the User dropdown list, select Permission Sets. 

5. Click on Jotform App User permission, then click on the Manage Assignments button. 

6. On the Current Assignments page, click on the Add Assignment button, and select users to assign the permissions.

  7. Under the Setup tab, you can either log into your existing Jotform account.

Once you log in or create your account, you’ll be asked to allow Salesforce to access your

             Jotform account. Click on Allow, and your setup will be complete!

Now you can create forms that are automatically integrated with Salesforce. All you have to do is select the Create Salesforce Form option on the Create a Form page.

When you select Create Salesforce Form, you can pick the Salesforce objects you want to include as fields in your form from the Salesforce Objects dropdown list. 

Objects are essentially databases you can create. Objects are made up of fields that you can map to in your forms. This allows you to automatically create Salesforce records. In this example, we created a Contact form that will connect to a Contact Object in Salesforce.

 When you select an object, it will come up with a set of fields for you to include in your form. Now you can select the fields you want to include in your Contact object.

 Click on Create Form when you’re done, and your form will show all the fields you selected earlier. 

Now, whenever someone submits this form, their contact information will be added to your database in Salesforce.

If you want to connect other objects with your forms and fields you have already created, just click on the Salesforce cloud on the right to map your Jotform fields to your Salesforce fields.

You can also check out the guide here on how to add Jotform to your Salesforce Appexchange account. If you want to learn more about mapping fields in Salesforce, check out Salesforce’s Help Docs on Standard Contact Matching Rules and Standard Account Matching Rules. Let us know if this fits your requirement. 

Keep us updated and let us know how it goes.

Hi Rhina,

Thank you for your answer. However, you have not answered the question of how the forms can be pre-filled inside of Salesforce Experience Cloud when a user authenticates and signs-in to the portal.

Kind regards, Shrav.

Hi Shrav,

Thanks for getting back to us. I'm sorry, I didn't fully understand your concern. Can you explain a bit more about the issue, so I can get a better idea of what's happening?

Once we hear back from you, we'll be able to move forward with a solution.

Hi Waqas,

I have contacts who are users on Salesforce experience cloud. When a user logs into Salesforce Experience Cloud portal, we know who the Contact is as they have authenticated. We want to render the prefill form for this contact on the experience cloud portal.

How can we render the prefill jotform for the logged in contact on Salesforce experience cloud? or alternately, can we dynamically generate the prefill URL for a particular contact, so we can render the form in the Experience Cloud portal?

Note: We are not selecting contacts in advance to create their pre-filled form links but rather show them the pre-filled form (say membership form) with their information from Salesforce when they login and select renew membership, their relevant contact data on the jotforms should be exposed.

Kind regards, Shrav.

Hi Shrav,

Thanks for getting back to us. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Thanks for your patience, we appreciate it.

Hi  Shrav,

Thanks for patiently waiting. We can't give direct answers to determine how to get the information of your users from SalesForce Experience Cloud, but as for the form, you can use the URL parameters as a method for prepopulating the fields, in relation to this guide.

But instead of using the browser's address bar, you will use the iframe src URL value. So it will be something like this:

<iframe src="https://www.jotform.com/form/1234567890?usernameField=$userValFromSFE" ... >

So in this example above, $userValFromSFE is a sample variable coming from Salesforce Experience Cloud while the usernameField is a sample field name from a form. Please note that this is just an example in applying the logic and not the direct approach on how to make this work since we have no knowledge about SalesForce Experience Cloud.

So what you will need to do in this case is reach out to their support and ask how to get the data and how to have them print them into a page. Once you have this detail, we can help you how to pre-fill the data into your form.

As soon as we hear back from you we'll help you more with this.