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Pre-populate forms w/ info from SFDC

Question asked by Kristi Annes on Sep 29, 2017
Latest reply on Oct 6, 2017 by Ben Griffith

Hello,

Has anyone implemented anything that enables a Company Name form field to populate possible matches as a user types?

 

So if a user is filling out a form and is typing in their company name, as they type the word  "Northwest..." for example, a drop down would appear with all confirmed Account names in our SFDC instance (such as Northwest Phsyicians Group, Northwestern University Medical Center, etc...).

 

This would be a huge benefit and way to keep our database clean.

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