Can we have the person filling out the form select info from Salesforce

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    SRWproducts
    Asked on February 26, 2016 at 08:01 AM

    Can we have the person filling out the form select info from Salesforce with a dropdown or something? We have a Company Name field that we want them to pull in the Account Name from Salesforce.



    This is a re-post of a comment on Prepopulating Fields to Your JotForm via URL Parameters

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    Charlie
    Answered on February 26, 2016 at 10:16 AM

    If I understand you correctly, you would like your users to pull data from their Salesforce account or yours?

    Currently, the integration that we have is passing the submission data FROM JotForm to Salesforce. We do not have a way to pull data from Salesforce outside the integration. Here's a guide about our Salesforce integration: http://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm 

    If I misunderstood your concern, please do provide us more details on the process flow of your form or how it should actually work. We'll wait for your response.