Pre-Fill Formyoula Forms With Salesforce Information

Video Guide:

In this guide, we will demonstrate how to pre-fill certain parts of your forms using Salesforce record information.

Please create a Salesforce connection for the Object you would like to retrieve the information from.

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Please add field mappings to define what fields on your form you would like to auto-populate.

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Please add a Lookup field on your form for the same Object and select the Autofill Connection ID from the drop-down list.

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If you have any questions, please email [email protected]