How to Dynamically Prefill Forms with Salesforce Data


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When collecting data via online forms, providing an easy user experience is an essential part of the process. One simple way to ensure this for your respondents is with form prefilling. With FormAssembly’s Prefill Connector, you can easily prefill forms with data dynamically pulled from Salesforce records. This easy setup displays the most up-to-date information in your FormAssembly forms, without requiring extra work for you or your respondents.

Save Time and Improve Data Quality Using the Prefill Connector

Form prefilling eliminates the need for respondents to re-enter the same information each time they fill out your form. It also helps reduce the risk of incorrect or duplicate data by ensuring that information mapped back to Salesforce records is accurate and up-to-date.

Here’s an example of how you could use the FormAssembly Prefill Connector to stay in touch with your Salesforce contacts.

  1. You email your Salesforce contacts with a link to a contact information update form with the Prefill Connector enabled.
  2. A contact reads the email and clicks the link.
  3. The contact’s information is dynamically pre-populated from their Salesforce record into the form. Your contact sees their data and makes any necessary updates.
  4. They press the “Submit” button, and the form automatically updates the new contact info directly in their Salesforce record.

The next time the contact receives a form with prefill enabled, their updated contact information will automatically pre-populate into the related fields.

Getting Started with the Prefill Connector

If you haven’t previously used the Prefill Connector, we encourage you to dive right in! Retrieving data from your Salesforce org has never been easier, and will save you and your respondents considerable time and effort.. To get started, you’ll need:

  • A FormAssembly account with an active Salesforce Connector (Prefill available on Essentials and above).
  • A prefilling link and a setup query parameter in your connector.

Here’s a handy step-by-step guide (with videos) to help you troubleshoot along the way.

Want to learn more about our prefilling forms with Salesforce data and other Salesforce form use cases? Read our comprehensive guide to creating user-friendly Salesforce forms with FormAssembly.

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