Ability to pre-fill the form based on values in a custom Salesforce object

We're using Jot Forms with the Salesforce integration. We pass into Jot Forms, on the URL, the Id of a record for a custom object. The user fills out the form and submits it, and the integration pushes new values into the existing record. This works great.

We'd like to pre-populate some of the Jot Forms' fields with values from the Salesforce record. I know we can put those values in the URL, but I'm wondering if there's a way to avoid putting the values in the URL in clear text. Is there any way we can encrypt the values when generating the link to the Jot Form, then have Jot Forms decrypt the values before using them on the form?

If not, is there any way that Jot Forms can pull the field values from the Salesforce record directly, rather than from the URL?

Thanks!

Hello MJ,

Thank you for reaching out to Jotform Support. Prepopulating form fields with data from SalesForce can be done using our Prefill Feature, and the link here should guide you on how to configure it in Jotform.

Should you need any further assistance, please let us know.

Hi Lorenz! Thank you for the pointer to the video - that's really helpful.

In our case, we need to pre-fill the form based on values in a custom object. The video includes references to Contacts and Leads only. Is there a way to tell Jotforms to pre-fill based on values in a custom object? (We pass the Id of the custom object's record into the form via an sfid URL parameter.)

Thanks!

Hello Mj,

I'm afraid that the prefill option does NOT support custom salesforce objects. However, I have escalated it as a feature request to our developers. Please note that we are unable to provide an ETA for it, as it depends on their workload.

Additionally, please keep in mind that there's no assurance that it will be implemented, as it will highly depend on the viability of the feature and the number of similar requests received. We will inform you via this thread if they have any updates. We appreciate your patience and understanding.

Please let us know if you require further assistance.