Salesforce Prefill form feature

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    bestsmile18
    Asked on June 28, 2021 at 01:27 PM

    Hi Jotform,

    This is a very exciting feature. Is there a way to automate the prefilled url creation process ? I would be looking at the following workflow:

    1)Lead created in salesforce

    2) push lead info to jotform

    3)jotform automatically create the prefilled form

    4) send back the link to salesforce

    Thanks a lot for your feedback



    This is a re-post of a comment on How to Prefill a Form Using the Data From Salesforce?

  • Profile Image
    VincentJay
    Answered on June 28, 2021 at 05:56 PM

    Hello,

    That is possible. You just need to follow the guide on how to prefill a form using the data from your Salesforce (https://www.jotform.com/help/1810-how-to-prefill-a-form-using-the-data-from-salesforce). After that, to pass the data back to Salesforce, make sure that the form is integrated into your Salesforce account. Here's a guide: https://www.jotform.com/help/271-how-to-setup-salesforce-integration

    Is that what you want to achieve? Please let us know if I misunderstood your question. Thank you!

  • Profile Image
    JotForm_accts
    Answered on July 26, 2021 at 07:06 PM

    @Vincent

    I´ve realized I need to create the prefill URL, this does not sound very productive if you have thousands of records on Contacts and would like them update their records

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    Nik_M
    Answered on July 27, 2021 at 05:41 AM

    @JotForm_accts

    I moved your question to a new thread: https://www.jotform.com/answers/3246682