You will be taken through the following steps:
- Confirm Account - Confirm that you have an active FormAssembly account that can be connected to Salesforce.
- Clarify Details - Select your current FormAssembly plan from the list. This will be setting your instance for the...
- Confirm Username - Confirm your usernames match just as you did in step 2 of this document.
Full Answer
How do I integrate FormAssembly with Salesforce?
You'll need a Salesforce account and the Professional, Premier or Enterprise Plan. There are two ways to begin your integration with FormAssembly and Salesforce. Create your form then setup the connector. Import your form from Salesforce and build the form and connector at the same time.
How do I connect my form to Salesforce?
Here's how to connect your form to Salesforce. You'll need a Salesforce account and the Professional, Premier or Enterprise Plan. There are two ways to begin your integration with FormAssembly and Salesforce. Create your form then setup the connector. Import your form from Salesforce and build the form and connector at the same time.
What can I send data to using the Salesforce connector?
Our Salesforce connector can send data to any Salesforce object or field, standard or custom, which are accessible through the Salesforce API. You can send the data on submission of the form, or immediately after. Check out this help document to learn how to set up the Salesforce connector. In your Salesforce connector, you can:
How do I change the Salesforce API settings of my connector?
You can adjust the Salesforce API settings by scrolling to the bottom of your Connector page and checking/unchecking the API checkbox under "Other Options". The connector will not be automatically upgraded when a new Salesforce API version is released, regardless of the checkbox status at the bottom of the connector:
How do I use FormAssembly in Salesforce?
Option 2: Adding User Permission SetNavigate to Setup > Users > Permission Sets.Create a new permission set to apply to users that need access to FormAssembly forms embedded in Salesforce Communities.Select the newly created permission set.Under the Apps section, select Apex Class Access.Click Edit.More items...
What is Salesforce FormAssembly?
FormAssembly for Salesforce: Powerful, customizable web forms and data collection workflows. Quickly build workflows with secure, web-to-anything forms that can create or update objects. Prefill forms with Salesforce data, create tasks and Chatter posts, send attachments, and more.
How do I add a connector to Salesforce?
In the Lightning app, select Pardot Settings and then Connectors.Click + Add Connector.Click Salesforce.Click Create Connector.Log in to Salesforce using the connector user's credentials.After you're logged in, click Allow to give the connector user access to your account.Choose your connector settings.More items...•
How do you assess a FormAssembly?
Regardless of your organization, the main goal with testing a form is to try and break it....Steps for TestingTest your Form First. ... Connect to your Salesforce Sandbox. ... Double Check Field Mappings. ... Test Submissions. ... Check your Connector Logs. ... Test Embedding and Publishing. ... Get Feedback from Others. ... Test in Production Mode.
Is FormAssembly native to Salesforce?
FormAssembly isn't Salesforce native, but we still have the #1 web form solution for Salesforce with an unmatched integration.
What is FormAssembly used for?
FormAssembly is the all-in-one web form builder and data collection platform. It's powerful, customizable, and flexible enough to handle all of the form creation and data collection needs of organizations in all industries, for a wide range of use cases.
What are Salesforce connectors?
Salesforce connector is Gainsight's premium tool which enables Salesforce Customer Relationship Management (CRM) users to connect to Gainsight. Once Salesforce CRM is connected with Gainsight, users can sync their SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects.
How do I use a data connector in Salesforce?
0:576:52Data Connector for Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If youMoreSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If you don't have the add-on already installed you can get it from the get add-ons menu.
How do I use G connectors in Salesforce?
Log in to Salesforce. Select cells in your sheet so that your selection spans across all rows that you want to insert (it doesn't matter if the selection spans across one or multiple columns), e.g.: On the Add-ons menu, click G-Connector for Salesforce -> Update/Insert/Upsert Selected Rows.
Can you send data through Salesforce?
Our Salesforce connector can send data to any Salesforce object or field, standard or custom, which are accessible through the Salesforce API. You can send the data on submission of the form, or immediately after. Check out this help document to learn how to set up the Salesforce connector.
Can you require form respondents to log into Salesforce?
If you have an Enterprise or Compliance Cloud plan, you can require that your form respondents log into your Salesforce Community to access the form. Plus, this allows you to prefill data from their user records!
Salesforce Update Connector
Create and update records in Salesforce when a form is submitted or saved by the respondent.
Access FormAssembly through Salesforce
Sign into FormAssembly and work on your forms directly within Salesforce.
Salesforce Marketing Cloud Connector
Create and update Salesforce Marketing Cloud records. Available on Premier and Enterprise Plans. Learn More!
Introduction
FormAssembly for AppExchange is an app that allows you to access your FormAssembly account from within Salesforce, without requiring a separate login (this is also called Single Sign-On or SSO).
Getting Started
Follow the step by step guide below to begin using FormAssembly within Salesforce. Please note that FormAssembly for AppExchange can only be used between a single FormAssembly account and a single Salesforce account, and that the usernames for both must match.
Using Single Sign-On Between Production and Sandbox
As noted above, SSO can only be used between a single Salesforce account and a single FormAssembly account, because the usernames must match.
Single Sign-On and SAML
SAML 2.0 is supported for Single Sign-On. You can follow the steps in this documentation when setting up SAML with Salesforce as the identity provider.
Salesforce Winter '21 Release Notes
With the Winter '21 release to Salesforce, the following Critical Updates will be activated: "Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile" and "Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile".
Introduction
There may be times where you want to create linked, or associated records within Salesforce. A common example of this is to have a contact record associated with an account record.
Linking Records in the Salesforce Connector
When setting up linked records in your connector, it is important to always put the parent objects first. For example, if you wanted to link a contact to an account, the account is the parent object, so it would need to be setup first in your connector.
Introduction
There are some cases where you might need to reauthenticate or change the authenticated account for your Salesforce connector. You might be switching from Sandbox to Production accounts, you might be adding a new user to your organization, or you might be updating credentials that are no longer in use.
Determine Your Authentication Type
If you have added a new Salesforce connector to a form after September of 2016, you are likely using the OAuth authentication method. This means that you never need to update your password or security token, and your connector will always be connected to your Salesforce account.
Reauthenticate Using OAuth
If you are using the current OAuth authentication method, then you can simply click on the username/authentication you would like to use under the "connect using" section to reauthenticate to that Salesforce user. You can also click on a different user before clicking on the one you'd like to utilize.
Reauthenticate using Username, Password, and Security Token
If you are using the older method of authenticating with a username, password, and security token, then you will need to update all three of these pieces of information in order to reauthenticate the connector.
How To: Upload New Salesforce Files with FormAssembly
In this blog post, we’re going to look at how FormAssembly interacts with the new ‘Files’ introduced in Lightning. Previously, the ‘Attachments’ object worked within FormAssembly and Salesforce, but as we move forward fully into Lightning, we needed an update on working with the new ‘Files’ interface.
Form Setup
The form you use with file uploads can be as simple or as complex as you’d like. For our example, we’ll keep it pretty simple so that we can focus on the core value – files.
Form Connector Setup
For the connector, we’ll look up the ‘Account’ by name and then upload the ‘File’ to that ‘Account.’
View Salesforce Records
Now we’re ready to test and view our results in Salesforce. Let’s first run some data through the form:
Introduction
Getting Started
- Please note: Using FormAssembly for AppExchange will only change your user experience. All functionality is the same whether accessing FormAssembly through AppExchange or through app.formassembly.com(or your equivalent Enterprise URL).
Using Single Sign-On Between Production and Sandbox
- As noted above, SSO can only be used between a single Salesforce account and a single FormAssembly account, because the usernames must match. Therefore, if you are planning on using SSO for botha sandbox instance of Salesforce and a production instance of Salesforce, you will need to request that your username be changed when switching between the two, in order fo…
Single Sign-On and SAML
- SAML 2.0 is supported for Single Sign-On. You can follow the steps in this documentationwhen setting up SAML with Salesforce as the identity provider.
Salesforce Winter '21 Release Notes
- With the Winter '21 release to Salesforce, the following Critical Updates will be activated: "Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile" and "Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile". To ensure the continuing function of forms embedded using the FormAssembly Lightning Comp…