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Prefill single choice and multiple choice form fields

In order for the prefill to work on these elements, the API Name of the Salesforce field values has to be identical to the form fields’ options, as you can see in the example below.

Also, each field from a Salesforce object requires a separate lookup (you cannot retrieve all of the fields from an object in a single lookup).

In Salesforce:

On the form:

Prefill for single choice fields

Single choice fields can be prefilled from Salesforce picklists.

Form setup:

Once you access the Salesforce Integration -> Object Lookup tab inside 123 Form Builder app, you will need to create one lookup for each Salesforce picklist, multi-picklist or checkbox in order to retrieve its value on the form.

The setup should be similar to the one below where you will select the Salesforce object that you want to look up, add a filter (can be the record ID coming from the form URL) and then select the Salesforce field that you want to map with your form field.

The next step will take you to the Form Prefilling tab in the Salesforce Integration section, where you will need to create prefill connector(s) for the lookup(s) you previously created in the Object Lookup tab.

After you select the lookup in the top dropdown, you just have to map the form fields to the relevant Salesforce fields in order to retrieve the value from the correct field.

After the setup is complete and you preview the form, the single choice field should be prefilled, having the corresponding option from Salesforce selected.

On the form:

In Salesforce:

Prefill for multiple choice fields

Multiple choice fields can be prefilled from Salesforce picklists, multi picklists and checkboxes.

The form setup is identical to the one above.

On the form:

In Salesforce:

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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?
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