[AppExchange – 123FormBuilder] Dynamic Prefill

You can now prefill your form fields with data, by simply typing the keywords based on which the information will be retrieved from Salesforce. Let’s take a look at a couple of scenarios to better understand how the dynamic prefill works.

1. Let’s say that you want to type an email address and prefill the form fields with some information found in one of your Lead records, where that email address exists.

The first step is to set up a lookup in the form builder. Here you have to take into account the fields based on which the search will be made (in this case the email is the filter) and the information you want to be returned.

salesforce lead lookup 123formbuilder

The second step is to define the prefill. Follow the steps below to see how is this done.

1. Select the lookup you just created.

2. The trigger has to be the field you used as a filter when you set up the lookup. Why? Because you want to prefill form fields with data from your Salesforce record that contains that specific email address. Also, the field that is a trigger will always be highlighted.

3. For this specific scenario, you will want to load the data when the user starts to type.

4. Then map the form fields that will be prefilled and choose from what Salesforce fields that data will be retrieved.

map form fields salesforce

2. Now, let’s take another example. You have a list of records in Accounts and you want the account names that pertain to each record to be loaded on the form. The question is why would you need to do this. The answer is very simple – you can choose from this entire list an account name and prefill form fields with data from the same record.

The same as for the previous example, the first step is to create your Lookup, but this time you won’t have any filter. The reason is that you want all account names from Accounts to load.

account lookup 123formbuilder in salesforce

What changes in this scenario, in terms of prefilling options, is that you will load the data when the form is loaded (this is necessary if you use a dropdown field to contain the list of information). Also, the trigger will be as you can see in the image below, the Name field (dropdown field) because there is where we want all the account names displayed.

salesforce prefilling options in 123formbuilder

That’s it. Now you can easily retrieve data from your Salesforce records and pre-populate the form fields as you wish.


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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
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It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
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You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
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You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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