Forum Discussion
ChristineStack
Jun 11, 2019Steel Contributor
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?...
kushvanth
Mar 29, 2021Copper Contributor
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
Mar 30, 2021Copper Contributor
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
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
- RobElliottMar 30, 2021Silver Contributor
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- kushvanthMar 30, 2021Copper ContributorRobElliott Thanks for your response.
Do you know how to reach out to a person who has worked with Microsoft Forma and Salesforce?
Thanks