-
Elton Support Team LeadAsked on May 3, 2024 at 10:05 PM
A user from Salesforce review is looking for a better Salesforce prefill that supports more Salesforce objects, other than the Contacts and Leads that we currently offer. Aside from that, they're looking to dynamically prefill the form fields with data pulled from Salesforce object based on a user input. For example, prepopulate a group of fields based on the ID entered into a field that matches from a Salesforce record.
-
angelgammaraysReplied on May 23, 2024 at 5:22 AM
This would be great, we are currently using this jot form as a company and this feature is highly needed
-
derya JotForm DeveloperReplied on June 13, 2024 at 11:37 AM
Hi angelgammarays,
We have some great news for you. You can try out the new and improved version of our Salesforce Prefill feature, which is currently in beta. Based on your feedback, we believe you’ll find the enhancements particularly beneficial.
To get started, in the Form Builder go to Publish tab at the top. Then, go to Prefill on the left and select Salesforce Live Prefill.
Authenticate or choose your account, and proceed with other settings.
We'd love to hear your thoughts and feedback as you use it.
Thank you for helping us improving our product.
Derya