How to Populate a Form with Salesforce Data

You can populate a form using custom links or buttons created in Salesforce. These links can be added to the Salesforce interface and also included in emails sent from your Salesforce account.

Using a Custom Link

1. Login to your Salesforce application and click "setup" (in the top right corner).
2. In the left-hand bar, click "App Setup", then "Customize"
3. Click "Buttons and Links" and add a new "Custom Buttons and Links".
4. Enter a label such as 'edit with FormAssembly.com'
5. Paste the link to your form, for instance:

   http://app.formassembly.com/forms/view/90

6. Add to the link the pre-fill parameters, for instance:

   http://app.formassembly.com/forms/view/90?tfa_Company={!Lead.Company}

   Refer to the documentation to find the exact syntax for each field.
   
   
7. Save the new link.
8. Add the link to a page layout (refer to the Salesforce documentation if you need help with this).

That's it. When clicking on the link from your Salesforce account, the form should open up in a new window with the data pre-populated.