Prefilling your forms with the information you already have in your Salesforce org provides a better experience for your end users. They no longer need to submit previously entered information and are more likely to provide you with additional data. If you’re ready to start using Formstack’s Dynamic Prefill feature, be sure to check out this webinar. Francis Pereira, Formstack’s Technical Sales Engineer, will show you how easy it is to set up and distribute prefilled forms and surveys with our native Salesforce app.
In this webinar, you will learn:
Best practices for sending out dynamic links
How to set up and distribute links via email
Examples of how to get started with prefilled forms