Pre-fill: Support Custom Salesforce Objects

I recommend you add documentation at the beginning regarding the fact that this does not support Custom objects in Salesforce. This won’t be useful for my team until we can update both Contacts and our custom object records.

Sorry for the inconvenience caused. Yes, unfortunately, custom objects are currently not supported via Salesforce.

We will surely update the details.

Gerard, perhaps that should be clarified. Custom object ARE supported in standard Jotforms. I'm working with both Contact and a custom object all the time. So I was greatly disappointed to see that the new pre-fill option does not support Custom objects. This feature would be EXTREMELY helpful for our organization as we are likely have to duplicate records created every year as we require annual registration for our program.

Hello,

Thanks for clarifying. I've already sent a feature request to our relevant team. Hopefully, our Pre-fill feature will support custom Salesforce objects soon.

We apologize for any inconvenience this has caused you.

Let us know if you need further assistance.

Best regards,

Hi Kathleen,

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.

Authenticate 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

Hi Kathleen,

We're thrilled to announce the launch of our new Salesforce Dynamic Prefill feature, designed to streamline your form-filling process. With this feature, you can now automatically populate your forms with data directly from Salesforce, ensuring accuracy and saving valuable time.

Here's how you can get started with the Salesforce Dynamic Prefill setup:

Setting Up Salesforce Prefill

1. In the Form Builder, go to the Publish tab in the orange navigation bar at the top of the page.
2. Click on Prefill on the left side of the page. 
3. Select the Salesforce Dynamic Prefill option.
4. After clicking the Salesforce Dynamic Prefill option, you will see the authentication step, and in this step, you need to select a Salesforce account from the dropdown menu to use for prefill.
5. After completing the authentication step, you will see the configuration screen. In this step, you need to select a Salesforce object initially to get data from the Lookup Object. The Salesforce Dynamic Prefill allows users to prefill their forms dynamically from any   Salesforce object, including the custom ones.
6. After choosing the lookup object, you will need to define their lookup criteria under the Lookup Filters. The defined criteria will be used to query the Salesforce database to find the matched record(s). It is possible to add multiple filters with AND condition, and as a best practice, we recommend using hard-to-predict fields or adding multiple filters to increase the security of the form. If multiple records match, you have the option to prefill with the most recent record or skip the prefill with the setting shown below:
7. The final setting to be made is the mapping (Map Fields). For the most used standard objects (e.g. Contact, Account, Lead), the mapping section comes auto-populated. You can make the necessary changes, and save your prefill settings. 

Live Prefill

Once you’ve set up the Salesforce Dynamic Prefill, you can use the Live Prefill feature. This feature fetches Salesforce data as respondents are filling out the form. If a record matching the lookup criteria is found, the form will be automatically populated with Salesforce data. For Live Prefill a single prefill URL is generated, and it can be reached from the Live Prefill Link tab Share With Link section after saving the prefill source settings.

You can customize the Live Prefill URL with query parameters using Salesforce merge fields. These URLs can be added as custom buttons or links to Salesforce record pages or used in email automation tools within Salesforce.

Prefill from Multiple Salesforce Objects

With the Salesforce Dynamic Prefill, it's possible to prefill a form from multiple Salesforce objects. You can configure these objects as independent prefill sources or link them using relational fields of Salesforce objects.

Creating Record Specific Links (Personalized Links)

You can also create unique form links for your customers, pre-populated with their data. This option can be reached from the Personalized Links tab by clicking the Create New Links button. These personalized links can then be downloaded, and sent via email.

To learn more, you can check out our guide on How to Prefill Your Form Using Data From Salesforce.

Let us know if you have any questions.