Prefilled Form via Emails

Steps to Create the Prefilled Emails using Forms Made Easy :

• Step 1: Go to the My Forms tab and click on the "Create New Form" button.

• Step 2: Enter the Form Name and select the Form Type “Salesforce Objects”.

• Step 3: Select "Contact" as the Primary Object and click the "Create Form" button.

• Step 4: Go to the Object Fields section and click on "Contact."

**Step 5:**Drag and drop the First Name and Email fields from Contact. The Email field from Contact is mandatory to send emails.

(Note: The Email field from General Fields is not valid for sending emails).

• Step 6: Click the "Publish" button.

• Step 7: Click the "Publish Form" button.

• Step 8: Click on "Done” to close the modal.

• Step 9: Once the form is published, an additional Publish Options tab becomes available. Under this tab, there is a sub-option called Email. Click on "Email."

( Note: If the form is already created, click "Edit," go to Publish Options, and click "Email.")

• Step 10: Select an individual record option.

• Step 11: Search the record using the Name or Email, or ID. And then select an record.

• Step 12: For prefill form click on the toggle "Prefill form with record data" and click "Next."

• Step 13: Enter the Subject of email.

• Step 14: Now from the Add Merge Field option select the “Prefill Form Url” and click the + icon to add that merge field into the email body.

(Note: You can add the other merge field to. But only those fields will be shown which you have dragged & dropped into the form builder.)

• Step 15: After that, to send the email, click on "Send."

• Step 16: Click "Close."

• Step 17: Check your email and click on the Prefilled Form URL.

• Step 18: When you open the prefill form, the selected user details are shown in the field.

• Step 19: Now the user can update or fill the details and then submit the form.

(for ex: I have update the first and last names and then click the "Submit" button.)

• Step 20: Now you will see that the Contact Record is updated in Salesforce.