Forum Discussion

ChristineStack's avatar
ChristineStack
Iron 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?...
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

  • ChristineStack's avatar
    ChristineStack
    Iron Contributor
    Apr 12, 2021
    We ended up using a program called FormAssembly which easily integrates with Salesforce. https://www.formassembly.com/salesforce/. I will attempt to connect PowerBI to Salesforce soon and use it instead of Einstein.
  • 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

      • kushvanth's avatar
        kushvanth
        Copper Contributor
        Mar 30, 2021
        RobElliott Thanks for your response.
        Do you know how to reach out to a person who has worked with Microsoft Forma and Salesforce?

        Thanks
  • 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

       

Resources