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How it works

1

Set your form to update mode

Open your Salesforce-connected form and navigate to the Integrate tab and select Salesforce.Screenshot 2025-11-11 at 5.03.58 PM.pngThen, click Update record.Screenshot 2025-11-12 at 2.13.52 PM.pngYou’ll now get a formula in Fillout that defines a unique link for every page in your table.
The Salesforce integration is available on the Team and Enterprise plans. Learn more about the Team plan.
2

Paste the provided formula

Add this new formula to your Salesforce object.Screenshot of the Integrate tab of a formGo to your Salesforce dashboard and click the settings icon on the upper right side followed by Open Advanced Setup.Screenshot of the Integrate tab of a formUsing Quick Find on the left-panel, search for Object Manager. Click your object. In our example, we used Contact.Screenshot of the Integrate tab of a formGo to Fields & Relationships and create a New field.Screenshot of the Integrate tab of a formSelect Formula from the list. Then, paste provied formula on Fillout into Salesforce.
3

Publish and share

Complete your setup by clicking Update and Publish.To update a Salesforce record, click Preview and select a Record to update or click one of the unique links from your Salesforce object.Screenshot 2025-11-11 at 5.21.44 PM.pngYour form will automatically pre-fill the data for the record it is updating.
If you don’t provide an id in the unique URL, the form will create a new record instead.

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Advanced next steps (optional)

Enhance your update forms by integrating them with platforms like Salesforce App Builder or Lightning Experience. Instead of the formula in Step 3, you might consider using a Button field. This button can then be embedded within Salesforce interfaces for users to easily manage records.

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Specify a condition

You can run your integration only when a specific condition is met. Check out this guide.

Create a Salesforce form

Add or update records with a form.

Integration logic

Perform an integration only when a certain condition is met.