In this guide, we will demonstrate how to pre-fill certain parts of your forms using Salesforce record information.
Please create a Salesforce connection for the Object you would like to retrieve the information from.
Please add field mappings to define what fields on your form you would like to auto-populate.
Please add a Lookup field on your form for the same Object and select the Autofill Connection ID from the drop-down list.
If you have any questions, please email firstname.lastname@example.org