Formdational Class #4: Salesforce Prefill Connector

Sep 15, 2021 | Resources, Webinar

We’re introducing our Salesforce Prefill Connector in the fourth class of our Formdational series! In this class, we’ll demonstrate the benefits of adding a Salesforce Prefill Connector to your web forms and give you 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. Join us on October 14 at 11 a.m. EDT 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’ll be exploring 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’ll also demonstrate 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’ll have a Q&A session, so you can get all your questions answered about the Prefill Connector and how to use it with your web forms.

How to join

Interested in giving your respondents a better user experience and increasing engagement with your web forms? Register for this class by visiting our webinars page or clicking the link below.

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