{"id":30861,"date":"2022-07-25T16:52:49","date_gmt":"2022-07-25T16:52:49","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=30861"},"modified":"2022-08-26T07:37:10","modified_gmt":"2022-08-26T07:37:10","slug":"prefill-forms-in-salesforce-communities","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] Prefill forms in Salesforce Communities"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>Let&#8217;s take a look at the setup.<\/p>\n\n\n\n<p>1. First, we will need to configure a <b>Lookup<\/b>. In this case, the search takes place in the Salesforce User object, where the Salesforce field User ID has to match the salesforceUserID value.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill.png\" alt=\"Salesforce Communities prefill\" class=\"wp-image-42424\" width=\"793\" height=\"389\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill.png 989w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill-300x147.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill-768x377.png 768w\" sizes=\"auto, (max-width: 793px) 100vw, 793px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>2. Afterward, we have to map the fields that will be prefilled with the user&#8217;s information. The data should be loaded when the form is loaded, so make sure you choose that option. <\/p>\n\n\n\n<p>Below, the Salesforce fields holding the user&#8217;s information will be associated with the form fields where the values will be displayed.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"985\" height=\"527\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill2.png\" alt=\"Map form fields\" class=\"wp-image-42425\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill2.png 985w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill2-300x161.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill2-768x411.png 768w\" sizes=\"auto, (max-width: 985px) 100vw, 985px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>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.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<p><b>Related articles<\/b><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/forms-for-salesforce-communities\/\">[AppExchange \u2013 123FormBuilder] Forms for Salesforce Communities<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;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 [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[],"class_list":["post-30861","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Prefill forms in Salesforce Communities | 123FormBuilder<\/title>\n<meta name=\"description\" content=\"Prefill forms in Salesforce Communities with the logged-in user&#039;s data with an easy configuration. Publish the form and that&#039;s it.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[AppExchange \u2013 123FormBuilder] Prefill forms in Salesforce Communities\" \/>\n<meta property=\"og:description\" content=\"Prefill forms in Salesforce Communities with the logged-in user&#039;s data with an easy configuration. Publish the form and that&#039;s it.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-25T16:52:49+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-08-26T07:37:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill.png\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Prefill forms in Salesforce Communities | 123FormBuilder","description":"Prefill forms in Salesforce Communities with the logged-in user's data with an easy configuration. Publish the form and that's it.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/","og_locale":"en_US","og_type":"article","og_title":"[AppExchange \u2013 123FormBuilder] Prefill forms in Salesforce Communities","og_description":"Prefill forms in Salesforce Communities with the logged-in user's data with an easy configuration. Publish the form and that's it.","og_url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/","og_site_name":"123FormBuilder Knowledge Base","article_published_time":"2022-07-25T16:52:49+00:00","article_modified_time":"2022-08-26T07:37:10+00:00","og_image":[{"url":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill.png","type":"","width":"","height":""}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/#article","isPartOf":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/"},"author":{"name":"admin","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/#\/schema\/person\/ac765b93d6689ec0f4ee6f6e040d66ea"},"headline":"[AppExchange \u2013 123FormBuilder] Prefill forms in Salesforce Communities","datePublished":"2022-07-25T16:52:49+00:00","dateModified":"2022-08-26T07:37:10+00:00","mainEntityOfPage":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/"},"wordCount":196,"commentCount":2,"image":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/#primaryimage"},"thumbnailUrl":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill.png","articleSection":["AppExchange"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/","url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/","name":"Prefill forms in Salesforce Communities | 123FormBuilder","isPartOf":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/#website"},"primaryImageOfPage":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/#primaryimage"},"image":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/prefill-forms-in-salesforce-communities\/#primaryimage"},"thumbnailUrl":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFprefill.png","datePublished":"2022-07-25T16:52:49+00:00","dateModified":"2022-08-26T07:37:10+00:00","author":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/#\/schema\/person\/ac765b93d6689ec0f4ee6f6e040d66ea"},"description":"Prefill forms in Salesforce Communities with the logged-in user's data with an easy configuration. 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