How to Prefill Your Form Using Data From Salesforce

January 26, 2024

Salesforce Prefill allows you to prepopulate your form with contacts or leads data from your Salesforce account. This enables you to get data from Salesforce forms and use them in your form. To learn other ways of integrating Salesforce with Jotform, see How to Add Jotform to Salesforce AppExchange.

To create prefill URLs with data from your Salesforce Contacts or Leads list

  1. In the Form Builder, go to Publish at the top.
  2. Go to Prefill on the left, then select Salesforce Prefill.
Steps to create a Salesforce Prefill in Jotform Form Builder
  1. Authenticate or choose your Salesforce account.
The Salesforce Prefill's Authenticate button in Jotform Form Builder
  1. Choose your Salesforce list, then map your Salesforce fields to your form fields.
    Salesforce supports the following fields:
    • Text fields — Name, Email, Address, Short Text, Long Text
    • Number fields — Phone, Number
    • Selection fields — Dropdown, Single Choice, Multiple Choice, Scale Rating, Spinner
  2. Once you’re done, select Save Settings at the bottom.
The Salesforce Prefill's configuration page in Jotform Form Builder
  1. To create prefill entries, select Add a New Prefill.
The Salesforce Prefill's button to add a new prefill in Jotform Form Builder
  1. Choose your desired records to use, then select Create.
Salesforce Prefill's contacts dialog in Jotfor Form Builder
The Salesforce Prefill's load more contacts button in Jotform Builder The Salesforce Prefill's search in all contacts button in Jotform Builder


  • Only the first 4000 records from Salesforce will be loaded. To fetch more, select Load More.
  • The search bar only filters the loaded records. For lists with more than 4000 records, select Search in all contacts/leads to search all records from Salesforce.
  • You can only create 20 prefill entries at a time.
  1. To share your form with the prefill data, open a prefill entry’s menu, then choose how you would to share your link.
The Salesforce prefill entry menu in Jotform Form Builder

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