Pre-filled fields in form
Hi SS Community
Is there a way to pre fill form fields (Read Only) from SF by 'email look up'?
Or another option that would aid is when a new row is added for a look up to search using email in salesforce and retrieve data into mapped columns of that row?
Detailed - All our clients already have membership and is in our Salesforce database, but they can apply for different products. Because we already have the details and interests specific to the client we only want the client to complete the custom questions related to the product they apply for, and skip the interest data we already have - We need to access preexisting data from salesforce internally only in order to make a call about a product, and the information we want to acquire will help us do that without going back and forth from smartsheets to salesforce. (We will also map these fields in emails to the row entries and share status tracking for all products they have applied for)
Thank you in advance :)