Users can now prefill forms with data from any record in real time, from any device
Dynamic Prefill enables mobile, real-time access to data, which is automatically prefilled into any new form based on a key identifier, for example company name. Dynamic Prefill saves time and improves accuracy in many business situations, such as when agents in the field need to update existing Salesforce Account records. The first form field entered performs a lookup on existing Account records and filters them as the agent types. Once the agent chooses a specific record, form fields are prefilled with data, based on the field mappings established during the form setup. The agent then fills in additional information and submits the form, automatically updating the Account record with the new information right away.
Comments on the News
- “Using a single form, an agent can search existing records, select a specific one, view the data that is already stored in Salesforce, provide new data and update the record.” – Alexandra Draghici, Product Owner, 123FormBuilder
- “The form is really easy to build and integrates with Salesforce easily. I love that I can create any form that comes to mind. The one thing that really sells me on the 123FormBuilder app is the customer service.” – Kabrea York, Green Day Power
123FormBuilder Is Exhibiting at Dreamforce 2017
123FormBuilder is an Exhibiting sponsor at Dreamforce 2017, the world’s largest software conference and the Salesforce learning event of the year. 123FormBuilder is exhibiting at booth #1961 in the Dreamforce Customer Success Expo, showcasing its efficient and intuitive form building platform. Interested expo attendees can stop by the booth to see the Dynamic Prefill in action.
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123FormBuilder is a friendly and intuitive form building platform that helps users collect data, create workflows and generate results. From data collection forms to complex workflows, the form suite covers all user touch points, delivering valuable data to existing applications. For more details visit our website or follow us on Twitter or Facebook.