Prefill the Salesforce prefill link using URL parameters

Hi there,

I hope you are well? I had a question specific to the Salesforce x Jotforms integration "Prefill" functionality.

Please note I am currently looking at the below article :

- https://www.jotform.com/help/1810-how-to-prefill-a-form-using-the-data-from-salesforce/

My question specifically - From what I am understanding specific to the above, prefill is dependant on a Lookup criteria match. This is established by manually within the form populated eg.) The Email field - Only once the email has manually been typed in does the pre-fill functionality kick in..

Our current Salesforce setup includes a button on the Accounts Page layout that when clicked redirects the individual to the form. What we would like to happen is to have the Prefill functionality automatically populated dependant on which Account the rep was viewing when the button was clicked.

My question specifically is therefore, is there a way to do this - For example such as dynamically inserting a parameter in the Jotforms URL (Salesforce Account Record ID) that would fill a field automatically on the Form so that the Prefill functionality kicks in without the need to first manually input data into a specific field.

Very happy to jump onto a call if need be.

Hi Alex,

Thanks for reaching out to Jotform Support. We don’t currently offer live phone support. If you have any questions, just reply to this thread, or you can create a forum thread from the Contact Us page. We’ll be happy to help. But to answer your question, yes, you can add URL parameters to the prefill link to autopopulate the email field. All you need is to know the Unique Name of your email field so that you can add it to the link. Let me show you how to set it up. First, check the unique name:

1. In Form Builder, select the Email field and click on the Gear icon.
2. Go to the Advanced tab of the Email Properties.
3. Scroll down and expand the Field Details, and copy the Unique Name.

Once you have that, you can set up your button to go to the link with the following structure:

https://form.jotform.com/{formID}/prefill/{prefillID}?email={emailAddress}

We also have a guide about Prepopulating Form Fields via URL Parameters that you can check out.

Give it a try and let us know if you need any help.