Examples of Salesforce Data Sources

You can use a ProntoForms Data Source to reference (pull) data from Salesforce records. This topic briefly describes some example use cases.

Supported on the Advanced and Enterprise tiers:


Example of a Salesforce Report Data Source

Your company might use Salesforce to track cases, work orders, accounts, and contacts. Your technician is currently on site at a hospital working on an equipment maintenance case. The technician uses the ProntoForms app to select from a list of required parts. A Salesforce Report Data Source retrieves the list of part names from your Salesforce Report and auto-populates the part ID and unit price based on the user’s selection.

The submitted form provides the data that you need to generate an invoice to the customer and a backfill request to the inventory department. You can lock or hide the unit price and part ID questions so that the user can't change the values.

A ProntoForms Data Source prepopulates a form with parts list pulled from a Salesforce org.

Example of a Salesforce Query Data Source

Your front-line workers might have to complete complex site audit forms to determine the site readiness. You can provide your front-line workers with prepopulated form data pulled from your Salesforce org. You can configure multiple 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. and link them to a single form.

The following example shows the job details section of a site audit form. The answer choices for the Dropdown questions are prepopulated with Salesforce Data Sources.

Shows form questions configured to pull data from Salesforce Data Sources

Notice that each Dropdown question requires data from a different Salesforce object. It is necessary to configure one Salesforce Query Data Source for each object (when the objects are not related to each other in a Salesforce org).

In this example, there are three Salesforce Query Data Sources configured. All three use a Salesforce Object Query Language (SOQL) query.

  • The first Data Source uses a query to pull case information from the Salesforce Case Object:

    Shows a Salesforce Query Data Source configured to pull case numbers from the Case Object.

  • The second Data Source uses a query to pull account information from the Salesforce Account Object:

    Shows a Salesforce Query Data Source configured to pull account names from the Account Object.

  • The third Data Source uses a query to pull contact information from the Salesforce Contact Object:

    Shows a Salesforce Query Data Source configured to pull contact names from the Contact Object.

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