Dynamically Populate Forms with Salesforce Data

Using query parameters and Salesforce merge fields, you can create personalized prefill links that automatically populate forms with user information from Salesforce.

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Adding Dynamic Prefill Links in Salesforce Emails

Generate Your Prefill Link:
In Jotform’s Form Builder, navigate to Publish > Prefill > Salesforce Prefill, and copy your prefill link. For detailed steps, refer to the guide on how to prefill your form using Salesforce data.
Create/Edit an Email Template in Salesforce:
In Salesforce, open or create an email template. Paste your prefill link in the email and append the query string ?jf_field=sf_field to the URL. For example:bashCopy codehttps://form.jotform.com/1234567890/prefill/73616d706c65?jf_field=sf_field
Customize the Link:
Replace jf_field with your form field’s unique name (found in Jotform’s Form Builder) and sf_field with the Salesforce merge field. For example:bashCopy codehttps://form.jotform.com/1234567890/prefill/73616d706c65?email={{{Recipient.Email}}} For multiple parameters, separate each query with an ampersand (&):bashCopy codehttps://form.jotform.com/1234567890/prefill/73616d706c65?email={{{Recipient.Email}}}&phone={{{Recipient.Phone}}}
Save and Use the Template:
Once saved, Salesforce will automatically insert the relevant data when sending emails. When recipients click on the link, the pre-filled form will include the data from the merge fields.

Using Dynamic Prefill Links in Salesforce Console

Access Object Manager:
Go to your Salesforce app’s Setup page, then open Object Manager.
Create a New Button or Link:
Edit an object and add a new button or link by selecting New Button or Link.
Configure the Link:
- Set the Content Source to “URL.”
- Insert your form’s prefill link with the necessary query parameters. Use Select Field Type and Insert Field to generate Salesforce merge fields.
Add to Page Layouts:
After saving, you can add the newly created custom links to the page layouts in Salesforce, making them easily accessible.