What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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

    Asked by SRWproducts 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

    name select company filling out the form
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    JotForm Support

    Answered by Charlie 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.