I've read all the documentation on Connecting to Saleforce and have successfully connected several forms to objects to insert records to my Salesforce instance. I now need to feed information from my simple Form Assembly form into a detail record. Of course, in a Master-detail relationship in Salesforce, the lookup to the Master record is mandatory. In my case, it's too late to provide URLs that incorporate that Master record ID, so I'd like to find a way that I can work around that.
For example, there are quarterly reports (Child Object Name: ROC grantee reports) that are going to be submitted for each grant program (Master Object Name: Programs). My colleague created a Form Assembly form for the reports, emailed everyone the URL and now wants me to use the connector to load everything into Salesforce. Once I can populate that Program Name field I know I can perform the rest of the Connector Mapping. Please help!
How is the link to the form being opened? In other words, when you have a user access the form, do they click on a link in your intranet, or from Salesforce, or is the link saved as a favorite?