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May 12, 2022
Question

Connect web form to salesforce

  • May 12, 2022
  • 0 replies
  • 193 views

We need to create a process in which a customer fills out an identifier (unique id) on a webform. We want that to look to our Salsesforce and identify acocunt based on the id and pull additional detail back in to the form. Once form is completed we would like that to create the agreement in salesforce and connect to that acocunt. Has anyone done anything similar ?

 

 

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