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Formdational Class #4: Salesforce Prefill Connector

We introduced our Salesforce Prefill Connector in the fourth class of our Formdational series! In this class, we demonstrated the benefits of adding a Salesforce Prefill Connector to your web forms and gave attendees a chance to ask any questions about the process.

One of the simplest Salesforce integrations, our Prefill Connector is an easy way to ensure the most up-to-date data is being linked to your FormAssembly form. The connector also gives your users a positive experience, increases engagement, and boosts form completion rates. Prefilling allows you dynamically pull data from Salesforce into a form using a simple parameter. Our October 14 webinar taught attendees about our Salesforce Prefill Connector and how to add this function to web forms. Learn how the Connector works by watching the webinar recording.

What you’ll learn

During the webinar, we explored all the possibilities of using this integration by adding it to the registration form we’ve been building over the past three formdational webinars. We also demonstrated how adding the Salesforce Prefill Connector can help optimize the time a respondent will spend on your web form. You’ll learn:

  • How to add the Prefill Connector to a web form
  • How to retrieve data from your Salesforce Org
  • Inspiring use cases of forms with the Prefill Connector

After the demonstration, we had a Q&A session, so attendees could ask questions about the Prefill Connector and how to use it with their web forms.

Learn more

Interested in giving your respondents a better user experience and increasing engagement with your web forms? Learn more about our Salesforce Prefill Connector in our blog post!

Don’t just collect data — leverage it.