One of our most loved and useful Salesforce integrations, the Salesforce Prefill Connector is an easy way to ensure the most up-to-date data is being linked to your FormAssembly form. Prefilling allows you dynamically pull data from Salesforce into a form using a simple parameter. The connector makes it easier for your respondents to complete forms quickly and accurately, helping ensure you’re getting the high-quality data you need.
Watch the on-demand webinar to learn about our Salesforce Prefill Connector and how to add this function to your web forms.
What you’ll learn
During the webinar, we explored all the possibilities of using the Prefill Connector by adding it to the registration form we’ve been building over the past three Formdational webinars. We also demonstrated how adding this connector can help minimize the time a respondent will spend on your form. You’ll learn:
- How to add the Prefill Connector to a web form
- How to retrieve data from your Salesforce Org
- Helpful use cases of forms using the Prefill Connector
Be sure to check out part 1, part 2, and part 3 of our Formdational series, where we cover the basics of our platform.
Keep learning about FormAssembly
Have you been enjoying our Formdational series? Register for our Formdational 105 class on December 15, 2022, at 11 a.m. ET, to learn how to “get smart” with your forms using formulas, calculations, conditional logic, and more!