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.
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 Sources 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.
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:
The second Data Source uses a query to pull account information from the Salesforce Account Object:
The third Data Source uses a query to pull contact information from the Salesforce Contact Object: