Pre-fill: Support Custom Salesforce Objects

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    kbeisly
    Asked on July 24, 2021 at 09:41 PM

    I recommend you add documentation at the beginning regarding the fact that this does not support Custom objects in Salesforce. This won’t be useful for my team until we can update both Contacts and our custom object records.



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

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    gerardw
    Answered on July 25, 2021 at 04:29 AM

    Sorry for the inconvenience caused. Yes, unfortunately, custom objects are currently not supported via Salesforce.

    We will surely update the details.

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    kbeisly
    Answered on July 25, 2021 at 02:28 PM

    Gerard, perhaps that should be clarified. Custom object ARE supported in standard Jotforms. I'm working with both Contact and a custom object all the time. So I was greatly disappointed to see that the new pre-fill option does not support Custom objects. This feature would be EXTREMELY helpful for our organization as we are likely have to duplicate records created every year as we require annual registration for our program.

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    Billy_G
    Answered on July 25, 2021 at 08:37 PM

    Hello,

    Thanks for clarifying. I've already sent a feature request to our relevant team. Hopefully, our Pre-fill feature will support custom Salesforce objects soon.

    We apologize for any inconvenience this has caused you.

    Let us know if you need further assistance.

    Best regards,