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[AppExchange – 123FormBuilder] Prefill forms in Salesforce Communities

A form published on a community page can be automatically prefilled with the username or email of a logged in user, pertaining to that community.

Let’s take a look at the setup.

1. First, we will need to configure a lookup. In this case, the search takes place in the Salesforce User object, where the Salesforce field User ID has to match the salesforceUserID value.
This means that a check will be made to see if the logged user is identified in that community. The Salesforce fields returned, are the ones that will be used in the next step.

2. Afterwards, we have to map the fields that will be prefilled with the user’s information. The data should be loaded when the form is loaded, so make sure you choose that option. Below, the Salesforce fields holding the user’s information will be associated with the form fields where the values will be displayed.

At this point, everything is set up. Just publish the form inside your community and take a look at how the form is prefilled with the relevant data.

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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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