Can a form be preloaded with certain information pulling from an opport

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    mflanagan
    Asked on July 20, 2015 at 10:36 AM

    Can a form be preloaded with certain information pulling from an opportunity in Salesforce?



    This is a re-post of a comment on Flexible Data Integration with Salesforce

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    david
    Answered on July 20, 2015 at 12:10 PM

    Hi,

    Unfortunately, forms can only be pre-populated via their URL.  They cannot be populated from an outside source.

    With the full source code of your form:

    http://www.jotform.com/help/104-How-to-get-the-Full-Source-Code-of-your-Form

    And some development work, this may indeed be possible.  However, we do not have anything specifically built in to do it and would not be able to help with the customization.

    If you have any further questions, let us know and we will be happy to help.