Feature Requests: Ability to pre-fill forms using custom objects, not just Contacts & Leads in Salesforce

  • RAWSurveys
    Asked on June 3, 2024 at 10:28 AM

    Hello!

    I have recently added Jotform to our Salesforce account. I would like to request for the following two features within this context.

    1. The ability to pre-fill forms using custom objects, not just Contacts & Leads.
    2. It's great that we can already implement custom fields in our forms, but the ability to pre-fill them would mean that I could dump Formstack and move all of my needs to you all.
    3. When creating a form, an option to select all fields that come with an object. It's a lot easier to just remove what I don't need instead of clicking one at a time the fields I want.


    Jotform has been great. I look forward to continuing use of it.


    Thank you.

  • Joseph Christian JotForm Support
    Replied on June 3, 2024 at 11:04 AM

    Hi RAWSurveys,

    Thanks for reaching out to Jotform Support. Please allow me a few moments to look into this, and I'll get back to you with an update.

    As for your other request, I've moved that to a new thread. You can check that out here.

    Thanks for your patience, we appreciate it.

  • Joseph Christian JotForm Support
    Replied on June 3, 2024 at 12:07 PM

    Hi RAWSurveys,

    Thanks for patiently waiting. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.

    In the meantime, let us know if you have any other questions.

  • derya JotForm Developer
    Replied on June 13, 2024 at 11:24 AM

    Hi RAWSurveys,

    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.

    Salesforce Prefill: Prepopulate form with data from Salesforce objects other than Contacts or Leads Screenshot 20 Screenshot 10 Screenshot 10Authenticate 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

 
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