Jun 11 2019
- last edited on
Aug 06 2023
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.
Mar 29 2021 01:12 AM
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?
Mar 29 2021 11:28 PM
Mar 30 2021 12:57 AM
@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.
Microsoft Power Automate Community Super User