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Progressive Data Capture
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Progressive Data Capture
Formstack For Salesforce
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Features
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Progressive Data Capture
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Progressive Data Capture
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Progressive Data Capture

Dynamically prefill data into your Salesforce forms

Streamline data capture in Salesforce by connecting forms to any standard or custom object. Dynamically prefill forms and easily verify and update records.

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Capture data with dynamic forms

The user experience is critical. With Formstack’s Dynamic Prefill tool, you can create a seamless and efficient end-to-end solution for your customers. Save time for end users by enabling prefilled forms that reduce repetitive tasks, significantly accelerate processes, and progressively build on your Salesforce data model.

Improve the data collection experience

Prefill data from any object so users can verify and update records without having to repeat themselves.

Time-Saving

Progressive data capture automates the data collection process right within your Salesforce database, removing manual tasks when records need to be updated or changed as time progresses.

Personalized

Create a better, more personalized user experience by prefilling a form before the user has to think about it. With Formstack Dynamic Prefill, users won’t have to fill out their information more than once.

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Unified

Continuously build on your Salesforce data model so you can realize the vision of Salesforce as your single source of truth and unified database.

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How It Works

Set up Dynamic Prefill in a few easy steps:

Step 1: Enable Formstack Dynamic Prefill by going to the Publish Options of your form and selecting Prefill on any object level.

Step 2: Once Dynamic Prefill is enabled, you can generate encrypted prefill links to your forms and make them available to your users.

Step 3: Share the prefill link with users to streamline their experience while accurately collecting and updating their information directly within Salesforce.

To learn more about using Dynamic Prefill for progressive data capture in Salesforce, read this help article.

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