Dynamically Populate Forms with Salesforce Data

October 17, 2024in Salesforce

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

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.