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[AppExchange – 123FormBuilder ] Prefill Form Fields

With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link. There are two parts to complete:

1. The first one is the lookup configuration. Go to the Object Lookup tab and select the Salesforce object where you want to search for the information (we will take Lead as example).

Next, add a filter (this filter is in fact the information the search will be made by) which in this case will be the Last name that will be equal with a value (let’s say Name). You’ll see later for what Name is needed. Then, select from what Salesforce fields the information should be retrieved.

2. Now we will move to the next part, prefilling the form. Here you have to choose the lookup you’ve just created, no triggers are needed and the data should load when the form is loaded. Afterwards, map the Salesforce fields with the form fields where you want to have the information loaded.

Don’t forget to apply the changes. You will find the link below the associated fields.

As you can see, the Name value entered before at point 1, appears in your link. Instead your_value, add a the last name that exist in one of your Lead records.

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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.
How many forms can I create?
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.
How can I publish my forms?
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.
How do I change my form design?
You can change the design of your form 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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