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