Salesforce: How to fetch data to prepopulate fields in a form

  • Profile Image
    johnjo
    Asked on November 10, 2016 at 10:38 AM

    Hello Support Team 

     

    Some other Survey provider offer the ability to lookup the prepoulated Fields from some Service Integratins for example ... like Saleforce.

     

    Is this possible or do i have to add every value when i want to use those fields in your  forms ? 

     

    regards john 

     

     

  • Profile Image
    Jan
    Answered on November 10, 2016 at 12:30 PM

    After authenticating to SalesForce integration, you'll see a drop down where you can choose what list to use. After choosing the list, you can now map the JotForm fields to the SalesForce database.

    There's also a Duplicate Check options below that.


    As of right now, these are the available options for the SalesForce integration.

    Related guides: 
    https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce
    https://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm

    Hope that helps. Thank you.

  • Profile Image
    johnjo
    Answered on November 15, 2016 at 02:54 AM

    Hello Jan

    Is  sth. planned in the Future to extend the Objects of all which are availiable  in Salesforce ( Custom and Standard Objects) ?

     

    With prepopulate Fields i mean...You have an Picklist Field with 3 Values and you can fetch these

    values automatically from Salesforce  and you don't have to add the values in the form too. 

     

    I hope i explained this close to be understandable.

     

    regards john 

  • Profile Image
    Chriistian
    Answered on November 15, 2016 at 03:33 AM

    I checked the PickList Field in SalesForce, and it works like a dropdown field in JotForm. Do you mean that if your Picklist Field in SalesForce has existing options (for example, option 1, option 2, option 3) you want this options to be added to the map Dropdown field in JotForm?

    Please confirm if I understand your concern correctly, so we can raise the feature request to our developers.

  • Profile Image
    johnjo
    Answered on November 15, 2016 at 05:01 AM

    Hello Chriistian

     

    Yes i think were meaning the same. ( Fetch Values out from Salesforce to jotform from an Dropdown Field)

     

    For example:  

    Status Dropdown Field ( Inprogress,Hold,Rejected) i can select from scratch without typing the Values in Jotform as well.

     

     

    So it would be great to have these Feature 

     

    regards john 

  • Profile Image
    owen
    Answered on November 15, 2016 at 05:52 AM

    Hi John,

    I see that you want to fetch the data from your Salesforce account and you want them to prepopulate some fields on your JotForm form. 

    This actually sounds like more of a feature that can be implemented by Salesforce itself however I am now escalating a ticket about your request in any case.

    You will be notified if such feature is implemented by our developers.

    Thank you for bringing it up.

    Regards