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Salesforce and Microsoft form in Template

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Posted on by sreeray

Hi guys,

When i go to create a flow and go under template and look for Salesforce and Microsoft form, I cannot find these two together? Is there a bug going on? I want ti sync Microsoft form with Salesforce. Please advice!

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Michael E. Gernaey 53,969 Moderator on at

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Hi @sreeray

My guess is someone just hasn't created a Template for that scenarios.

1. Create a Microsoft Form

2. Grab its Form Id

3. Create an Automated Flow

-Set the trigger to when a Form is submitted

-Configure it with the Form Id you got from Step 2

4. On Submission use SalesForce actions to post update/create data

If I have helped you, I would really appreciate if you please Mark my answer as Resolved/Answered, and give it a thumbs up, so it can help others

Cheers

Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

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sreeray 68 on at

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Hi,
I did 1 and 2 step , can you please explain no 3 and the rest? Sorry I am just learning it today. I created a contact form on Microsoft Form

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jstindudu 5 on at

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Hi @sreeray ,

If you are new for the platform, I suggest you to use this function to create whatever you want.

Go to Power Automate website, at home screen, you can see this part, type your requirement and view the suggested flow:
For your requirement, this is what I get:
Make sure that you have account of Salesforce and Microsoft.

Thanks,
Justin

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sreeray 68 on at

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Thanks! It worked however my account will need premium licensing to create the flow. I will discuss with my supervisor. Thank you!

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