Forum Discussion

ChristineStack's avatar
ChristineStack
Steel Contributor
Jun 11, 2019

MS Form to write back to Salesforce record

With forms pro we can now have individualized links sent to recipients BUT can we embedded the Salesforce Individual ID into the form and use Flow to write back to the Salesforce individual’s record?  Right now all I need is the form completion date.  I am able to do this with Qualtrics and would LOVE to stop using Qualtrics.

Flow
microsoft forms
  • kushvanth's avatar
    kushvanth
    Copper Contributor
    Mar 29, 2021

    Hello ChristineStack did you got how to write back to Salesforce from Forms, If so could you please assist me on that with documentation or blogs.

     

    Thanks

    • kushvanth's avatar
      kushvanth
      Copper Contributor
      Mar 30, 2021
      Hello ChristineStack

      we are looking to buy the license . We want the steps and procedure to achieve it, Could you please assist us on below points

      1. Which license we need to purchase for this?
      2. Steps to Connect Microsoft Forms and Salesforce
      3. We are looking to update salesforce record from Microsoft Forms. Is that possible?
      4. Do we have any document on how to achieve this?

      Thanks
      • RobElliott's avatar
        RobElliott
        Silver Contributor
        Mar 30, 2021

        kushvanth I answered your question 3 in my earlier post: you need a flow in Power Automate, you can't do it directly from Forms.

         

        Sorry I don't know about question 1 as we aren't generally allowed to use premium connectors at my company. And as I've never used Salesforce I don't know the steps to link to it other than what I put in my screenshot and that apparently you need external api acess switched on in Salesforce apparently.

         

        Rob
        Los Gallardos
        Microsoft Power Automate Community Super User

    • RobElliott's avatar
      RobElliott
      Silver Contributor
      Mar 29, 2021

      kushvanth the only way you can do that is with a flow in Power Automate. But the Salesforce connector is a premium one so there's a cost.

       

       

      Rob
      Los Gallardos
      Microsoft Power Automate Community Super User

      • kushvanth's avatar
        kushvanth
        Copper Contributor
        Mar 29, 2021

        Hello RobElliott, Thanks for your response. 

        we are looking to buy the license . We want the steps and procedure to achieve it, Could you please answer following questions

        1. Which license we need to purchase for this?

        2. Steps to Connect Microsoft Forms and Salesforce

        3. We are looking to update salesforce record from Microsoft Forms. Is that possible?

        4. Can you please provide any document to achieve this?

         

        Thanks

         

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