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Webform look up to another data source to populate fields

New Here ,
May 31, 2022 May 31, 2022

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I have a webform created which requires a unique customer number

I have a data set that has all of the customer numbers + attributes that I would like to pull in to the webform to minimize data entry by the customer. I have that in Salesforce but could also place in google sheets, share point or other to access. 

 

Is there a way for me to have the customer fill out the customer number and then have the other data points pull from another source?

 

Thank you any tips are appreciated. 

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SharePoint and Salesforce integration , Web forms

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Adobe Employee ,
Jun 01, 2022 Jun 01, 2022

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Hello Wendy,

 

I hope you are doing well. I understand from the above description that you want to add other files into the web form to take data as a reference.

 

You can add files to your form if you want it to take a reference to the web form.

 

Click here to learn more: Create a web form (adobe.com)

 

Let me know if it helps.

 

Thanks,

Souvik.

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New Here ,
Jun 01, 2022 Jun 01, 2022

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Thank You! I was trying more to use another file as a reference to look up data to populate a form. Not sure if that makes sense. I have a dealer number field on the webform. On a spreadsheet (i could store in google or sharepoint) I have that dealer number then the dealer name and address. If they fill out the dealer number I want to do a search for it in to the sheet. Not sure if possible but have urgent need for this. 

 

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