How to Create a Parent–Child Prefill Form in Salesforce

In this step-by-step guide, we’ll walk through how to create a parent–child prefill form in Salesforce using Forms Made Easy, and how you can update a child record while keeping the parent record visible.

For this example:

• Account → Parent Object 
• Contact → Child Object

Step 1: Click on the My Forms tab, then click on Create New Form in the top right corner.

Step 2: Enter the Form Name, select Account as the Primary Object and Contact as the Secondary Object, and click on Create Form.

Step 3: Next, drag and drop the fields you want to display on the form. Add the required fields from both Account and Contact.

Step 4: Once all the fields are added, click on the Publish Form button.

Step 5: Then go to the Publish Option tab, click on Quick Share, and select Get Prefilled Form URL.

Step 6: After that, select your Child object here from the dropdown of Select Object.

Step 7: Now search for the Contact record you want to update and select that.

Step 8: Once selected, you’ll see a Prefilled Form URL. Click on Open to view the form or click on Copy Link to copy the URL.

Step 9: When you open the form, you’ll notice the Account (parent) details are already filled and set as read-only. The Contact (child) details are also prefilled but editable. Update any field you need (for example, change the First Name) and click on Submit.

Step 10: After submitting the form, go back to My Forms and click on Submission for that form.

Step 11: Finally, click on View Records, open the Contact record you updated, and you’ll see the changes reflected there.

Here you can see that in the contact record, the name is updated.