Pre-populate a form from Salesforce database.

  • jturner2013
    Answered on January 27, 2020 05:33 PM

    I need to pre-populate a form with data from Salesforce (I'm setting up the integration shortly). I have a few requirements: 1) pre-populate an existing Jotform form with data from Salesforce, 2) make some of the fields uneditable (Name, email & phone) so the new data upon form submission matches the existing Salesforce records.

    I read the very last comment at the bottom of this thread and Jotform was exploring implementing this feature. Was this ever implemented?

  • David JotForm Support Manager
    Answered on January 27, 2020 07:48 PM

    Thank you for contacting us. Unfortunately, there is now way to accomplish it. That is still in our features request list. 

    I'll submit a request to our back-end team on your behalf, so you will be notified here if an option is implemented in the future to populated the form with Salesforce database.

    Please open a new forum thread if you need anything else, we will be glad to assist you.