Ability to pre-fill the form based on values in a custom Salesforce object

We're using Jot Forms with the Salesforce integration. We pass into Jot Forms, on the URL, the Id of a record for a custom object. The user fills out the form and submits it, and the integration pushes new values into the existing record. This works great.

We'd like to pre-populate some of the Jot Forms' fields with values from the Salesforce record. I know we can put those values in the URL, but I'm wondering if there's a way to avoid putting the values in the URL in clear text. Is there any way we can encrypt the values when generating the link to the Jot Form, then have Jot Forms decrypt the values before using them on the form?

If not, is there any way that Jot Forms can pull the field values from the Salesforce record directly, rather than from the URL?

Thanks!

Hello MJ,

Thank you for reaching out to Jotform Support. Prepopulating form fields with data from SalesForce can be done using our Prefill Feature, and the link here should guide you on how to configure it in Jotform.

Should you need any further assistance, please let us know.

Hi Lorenz! Thank you for the pointer to the video - that's really helpful.

In our case, we need to pre-fill the form based on values in a custom object. The video includes references to Contacts and Leads only. Is there a way to tell Jotforms to pre-fill based on values in a custom object? (We pass the Id of the custom object's record into the form via an sfid URL parameter.)

Thanks!

Hello Mj,

I'm afraid that the prefill option does NOT support custom salesforce objects. However, I have escalated it as a feature request to our developers. Please note that we are unable to provide an ETA for it, as it depends on their workload.

Additionally, please keep in mind that there's no assurance that it will be implemented, as it will highly depend on the viability of the feature and the number of similar requests received. We will inform you via this thread if they have any updates. We appreciate your patience and understanding.

Please let us know if you require further assistance.

Hi MJ,

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 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.