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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
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

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