What is a Salesforce Data Source?

A Salesforce Data Source is an integration point between Salesforce and ProntoForms. The Data Source retrieves data from your Salesforce org and makes that data available in ProntoForms.

This topic describes the benefits of using a Salesforce Data Source and lists the different types of Salesforce Data SourcesClosed Data sources, also known as "Lookups", are external sources of data that you upload or connect to ProntoForms. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data..

Supported on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Benefits of a Salesforce Data Source

As with any Data Source, a Salesforce Data Source retrieves data from an external source. The Data Source pulls the record data of any Object type from your Salesforce org. You can use this data to populate the choices in a ProntoForms Dropdown, Multiselect, or Radio Button question.

Based on the user’s selection, you can also auto-populate subsequent questions with additional Salesforce data. You can pull this information into a ProntoForms form and keep the form updated when the data in Salesforce changes.

You can configure a Data Source to “fetch” data on a specified schedule. This enables you to maintain and update your data using Salesforce as your system of record without the need to manually fetch the data.

Types of Salesforce Data Sources

Salesforce Report Data Source

A Salesforce Report Data Source pulls data from a Salesforce report into a form.

For example, a Salesforce Case report includes fields such as Case Owner, Account Name, Subject, Status, and Case Number. A Salesforce Report Data Source can populate a form with data from these report fields.

Info:The topic Decide on the Type of Salesforce Data Source provides the required format for Salesforce reports.

Salesforce Query Data Source

A Salesforce Query Data Source uses the Salesforce Object Query Language (SOQL) to pull data from the Salesforce Standard, Custom, or Big Objects into a form.

For example, the SOQL query SELECT Id, Name FROM Contact enables you to populate a form with IDs and names from the Contact Object.

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