> ## Documentation Index
> Fetch the complete documentation index at: https://fillout.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Update existing Salesforce records with a form

> Make a form that lets users edit existing records from Salesforce, and pre-fills fields with data from the record.

## How it works

<Warning>
  **Only share each update link with people who should see all of that record's fields.** An update link acts as a key to the entire record: anyone who opens it can view every field on the record, even fields that don't appear as questions on the form. This is what lets update forms use any record field for pre-filling, [answer piping](/answer-piping), show/hide [logic](/conditional-hiding), and [calculations](/calculations).

  To keep certain fields private, store them in a separate object so they aren't part of the record being updated, or [restrict prefilled data](/update-forms#restrict-prefilled-data) so the form only loads fields mapped to questions.
</Warning>

<Steps>
  <Step title="Set your form to update mode">
    Open your [Salesforce-connected form](https://www.fillout.com/help/salesforce) and navigate to the `Integrate` tab and select `Salesforce`.

    <img src="https://mintcdn.com/fillout-005a867b/fqLIlTLcCi_jYnMv/images/Screenshot2025-11-11at5.03.58PM.png?fit=max&auto=format&n=fqLIlTLcCi_jYnMv&q=85&s=f2c6b3c93414be8bef13e0f4450847b5" alt="Screenshot 2025-11-11 at 5.03.58 PM.png" width="2626" height="1435" data-path="images/Screenshot2025-11-11at5.03.58PM.png" />

    Then, click `Update record`.

    <img src="https://mintcdn.com/fillout-005a867b/bW6_fNNhlKgQzJGh/images/Screenshot2025-11-12at2.13.52PM.png?fit=max&auto=format&n=bW6_fNNhlKgQzJGh&q=85&s=15695d54fd8e92476169aabf0d3edac2" alt="Screenshot 2025-11-12 at 2.13.52 PM.png" width="1686" height="666" data-path="images/Screenshot2025-11-12at2.13.52PM.png" />

    You'll now get a formula in Fillout that defines a **unique link** for every page in your table.

    <Info>
      The Salesforce integration is available on the **Team** and **Enterprise** plans. Learn more about the [Team plan](/team-plan).
    </Info>
  </Step>

  <Step title="Paste the provided formula">
    Add this new formula to your Salesforce object.

    <img src="https://mintcdn.com/fillout-005a867b/RwMXs5bjvDzocb2x/images/sfra2.png?fit=max&auto=format&n=RwMXs5bjvDzocb2x&q=85&s=46d972e73d5c4924699acbbe93f2ceec" alt="Screenshot of the Integrate tab of a form" style={{ width:"53%" }} width="956" height="266" data-path="images/sfra2.png" />

    Go to your Salesforce dashboard and click the `settings icon` on the upper right side followed by `Open Advanced Setup`.

    <img src="https://mintcdn.com/fillout-005a867b/RwMXs5bjvDzocb2x/images/sfra3.png?fit=max&auto=format&n=RwMXs5bjvDzocb2x&q=85&s=97dd36e7b6ff56bfb8255b10836f9146" alt="Screenshot of the Integrate tab of a form" style={{ width:"52%" }} width="337" height="317" data-path="images/sfra3.png" />

    Using **Quick Find** on the left-panel, search for `Object Manager`. Click your `object`. In our example, we used Contact.

    <img src="https://mintcdn.com/fillout-005a867b/EWWAc-_JdWWmQY9h/images/ScreenShot2024-04-15at3.42.34PM.png?fit=max&auto=format&n=EWWAc-_JdWWmQY9h&q=85&s=1f7ed0698198c2abb2934965f506604e" alt="Screenshot of the Integrate tab of a form" style={{ width:"59%" }} width="324" height="131" data-path="images/ScreenShot2024-04-15at3.42.34PM.png" />

    Go to `Fields & Relationships` and create a `New` field.

    <img src="https://mintcdn.com/fillout-005a867b/R7rMGlxIdHBwDsJR/images/Screenshot2025-02-12at5.38.18PM.png?fit=max&auto=format&n=R7rMGlxIdHBwDsJR&q=85&s=9d746456b8b3f58aa644c08b7aed8fb2" alt="Screenshot of the Integrate tab of a form" width="2880" height="1546" data-path="images/Screenshot2025-02-12at5.38.18PM.png" />

    Select **Formula** from the list. Then, paste the provided formula on Fillout into Salesforce.
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/fillout-005a867b/fqLIlTLcCi_jYnMv/images/Screenshot2025-11-11at5.21.44PM.png?fit=max&auto=format&n=fqLIlTLcCi_jYnMv&q=85&s=84c3736fbff1c7e2507f5414d7a27657" alt="Screenshot 2025-11-11 at 5.21.44 PM.png" width="2618" height="1437" data-path="images/Screenshot2025-11-11at5.21.44PM.png" />

    Your form will **automatically pre-fill** the data for the record it is updating.

    <Note>
      If you don’t provide an **id** in the unique URL, the form will create a new record instead.
    </Note>
  </Step>
</Steps>

## 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.

## Specify a condition

You can run your integration only when a specific condition is met. Check out this [guide](/conditional-integration).

## Related articles

<CardGroup cols={3}>
  <Card title="Create a Salesforce form" icon="salesforce" iconType="solid" color="#FFC738" href="/salesforce">
    Add or update records with a form.
  </Card>

  <Card title="Integration logic" icon="gear-complex" iconType="regular" color="#FFC738" href="/conditional-integration">
    Perform an integration only when a certain condition is met.
  </Card>
</CardGroup>
