How to use Form Assembly with Salesforce – Top Ten Tips
- Use the same email address for FormAssembly as the Salesforce User you’ll connect with. This sounds like such a...
- Choose your Form Assembly subscription level, ideally the Premier Edition or above. Salesforce Prefill is only...
- Work out how your form is going to connect to Salesforce. We all just want to...
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.
What is form Assembly in Salesforce?
FormAssembly allows you to create Salesforce forms that work with ANY standard or custom object, even objects from your favorite AppExchange apps. This level of customization allows you to use FormAssembly in just about any Salesforce-related project.
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.
How hard is it to create a form in Salesforce?
Creating Salesforce forms doesn’t have to be difficult or involve any code whatsoever. This section will walk you through how easy it could be for your organization to manage data with FormAssembly.
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How do I use a FormAssembly in Salesforce?
3:286:36Salesforce Web-to-Lead Form with FormAssembly | Tutorial - YouTubeYouTubeStart of suggested clipEnd of suggested clipPage after entering your Salesforce credentials you'll be asked to allow access to form assembly.MorePage after entering your Salesforce credentials you'll be asked to allow access to form assembly. Click on allow and you'll be automatically redirected back to form assembly.
Is FormAssembly part of Salesforce?
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).
Can you create a form in Salesforce?
You can create Salesforce Forms with various Form Builder options and software available. Forms give you the ability to work on different fields and manage features like – progressive profiling. You can create web forms and send your data to Salesforce.
What is formstack in Salesforce?
Formstack for Salesforce easily automates your most tedious processes. Consolidate Your Tools. Access a comprehensive suite of tools for Salesforce. Build digital forms, automate documents, and collect eSignatures without leaving Salesforce.
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.
Is formstack free?
We offer a free account and trial. Below is a breakdown of each plan. Trial: Is provided to potential customers for 14 days based on a chosen platform. The available platforms are Starter, Teams, and Pro.
How do I create a Salesforce lightning form?
Implement a Basic FormButton: lightning:button (and lightning:buttonIcon and so on)Checkbox: lightning:checkboxGroup.Dropdown menu for single selection: lightning:combobox.Dropdown menu for single selection using the HTML
How do I use dynamic forms in Salesforce?
You can start using Dynamic Forms in two ways.Create a custom object record page, then drag Field and Field Section components onto it.Open an existing record page and migrate its record details using the migration wizard.
How do I create a registration form in Salesforce?
Register a New Customer From your Salesforce org, click Accounts and then click the Customers account. Your new customer appears under Contacts. From Setup, enter Users and select Users. Your new customer appears under Users.
Does formstack have an API?
The Formstack API allows users and 3rd-party applications to access Formstack resources programmatically. This API conforms to REST principles.
Is formstack part of Salesforce?
“Our company got Formstack for Salesforce, and it has simplified so many things on our end. It makes it super easy to gather information from prospects…” “Formstack's support team understands the support a partner needs, takes time to understand where we are in the implementation, and prioritizes accordingly.”
Did Salesforce buy formstack?
24, 2017) — Formstack announced today that it has acquired Fast Forms, the leading native form and survey builder on the Salesforce AppExchange. This transaction furthers the company's mission to empower its users through simple and elegant tools that simplify everyday business processes.
Can you send information from other connectors to Salesforce?
In addition, you can send information from other connectors and features to Salesforce too! Some examples of this include Stripe IDs, E-Signature reports, PDFs of the response, and files uploaded to your form.
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!
Can you prefill Salesforce forms?
You can make filling out forms even easier by prefilling data from your Salesforce records directly into your form fields!
What are the uses for Salesforce forms?
FormAssembly’s Salesforce forms can be used in multiple industries and in any department that leverages Salesforce. Here are some examples to get you started:
How to import data from another system to Salesforce?
Option 1: Export/import data manually from another system using a tool like Data Loader — Sometimes it’s necessary to upload a large amount of data at one time to Salesforce, such as when you receive a CSV of contact information from an event you’re involved in. Other times you may be forced to upload data to Salesforce when a system you’re working with does not have a direct integration to Salesforce. A tool like Data Loader can be helpful in these cases.
What is prefilled form?
Prefilled web forms make form filling a simple, painless experience for your users. Naturally, you would expect your form solution to easily allow you to pull information from Salesforce and input it into your forms when users first load them. This tutorial covers exactly how to set up this common need.
What is conditional rule in Salesforce?
Conditional rules help you hide certain fields and reveal them at only the right time. Multiple pages — Adding multiple pages to a Salesforce form can make it less burdensome to fill out. You can easily view all the pages you create and all the fields within them in the outline view of your FormAssembly form.
Can you have multiple Salesforce records at once?
Setting up multiple Salesforce records one by one is a frustrating time-waster. This tutorial covers how you can create a Salesforce form in FormAssembly to set up new accounts, contacts, and opportunities all at once in Salesforce. This tutorial can also be customized to fit your team, with options for updating products, quotes, custom objects, and more.
Can you perform live lookups in Salesforce?
With FormAssembly’s Salesforce Dynamic Picklists feature, you can perform live lookups to Salesforce based on fields in a FormAssembly web form.
Can you use Salesforce on your website?
Option 2: Use Salesforce’s Web-to-Lead tool or other native Salesforce options — Salesforce offers a few built-in options for gathering data and inputting it into your CRM, including Web-to-Lead and Web-to-Case forms that you can use on your website. While built-in, native options provide an easy-to-implement solution, they also may not be as customizable as your situation requires.
Why does Form Assembly error?
FormAssembly forms will error if any field in your survey doesn’t match exactly to the Salesforce field. For that reason, you’ll need to put validation rules on every field in the survey, so that when it does error, the respondent knows exactly what to fix. For example, if you include an email address in your survey – you do this using a ‘Text Input’ field in Form Assembly, the choosing ‘Email’ from the expected format drop down and then ensure you put a limit of 80 characters on it as that’s the Salesforce field limit for email. Incidentally, setting your ‘Expected Input’ on the Text Field to Email is how your ‘Notification’ area of formassembly will know an email address can be used for the auto-responder.
What happens when you delete a question in Form Assembly?
What happens when I delete a question in Form Assembly? When you export responses, you’ll see that deleted field with a blank label (you can untick it to remove it from the export) or you may use the “Remove All Columns” option, click OK, then the response report page will refresh with all [deleted question] columns hidden . Then when you click “Add All Columns”, the response report page will refresh with the deleted fields no longer displaying. Deleted fields are not carried over to cloned forms. The upshot? It’s a good clean process but back up your data before deleting questions if you’d like historic access.
Why is there a duplicate rule in Salesforce?
Your Salesforce duplicate rules could prevent the submission of your Salesforce forms so you may have to amend these (or deactivate them) in Salesforce in order to allow sub missions. There may be other ways around this too – for example, getting your duplicate rules not to fire for FormAssembly but to fire in other circumstances.
How to avoid questions in Salesforce?
When you write questions, try to avoid them all starting with the same words as this is much more difficult to work with in the Salesforce Connector – e.g. if every question starts with “Which of the following” it will be hard to work out which is which when you’re in the connector. Try instead to get what’s unique about your question into the wording sooner, e.g. “Which flavours of ice cream”, instead of “Which of the following flavours..”. However a very recent update to FormAssembly has improved the connection screen considerably, so once chosen you get to see the full question wording against the Salesforce variable whereas before it was truncated at all times.
What is a group in FormAssembly?
Fieldsets and Groups are very similar – a Group is an invisible way to group multiple elements, whereas a Fieldset visually groups them too with a border and title.
Why do I have all the fields up front?
Contact ID, Record Type ID, values you’re passing through the URL) is that just getting past page 1 means you pass a lot of the tests so you can identify problems early. Using keyboard shortcuts like Control, Space and down arrow might help you do test submissions a bit quicker during your testing.
Can you work with Form Assembly in Salesforce?
So once your tests have been completed, ideally do all your FormAssembly to Salesforce connections in the same order as the form – at least then, you can work across two screens with the form in one and the connector in another and read off each question to check that it is passing to Salesforce. I prefer to have all the techy type fields at the top – e.g. if you’re passing Contact ID, a ‘created by Form Assembly field’, ‘Lead Source’ etc.
FormAssembly Overview
FormAssembly is a web application developed to help businesses, design web forms.
FormAssembly for Salesforce
Integrating Salesforce with FormAssembly is easy with just point and click. To integrate Salesforce with FormAssembly, you must have a FormAssembly Professional, Premier or Enterprise Plan.Â
Setup FormAssembly for Salesforce
The salesforce connector allows us to create or update any object using the form from FormAssembly. You can use FormAssembly in two ways.
Form Assembly Use Cases
We can post updates in chatter feed using FormAssembly and we can able to upload the file using FormAssembly.
What is the requirement for Salesforce?
One of the common requirements in a Salesforce implementation is to create a public web form. For example, you may want to create a web form for your customers/partners to
Can you fetch CRM fields in FormAssembly?
Another cool feature of FormAssembly allows you to fetch the CRM object fields directly in FormAssembly to create your forms. Once the form is created, you just have to work on the validation and appearance part of it.
Does Salesforce require custom development?
Using the Salesforce Community or Force.com Site will require additional setup and configuration and may require custom development in some cases. Unless you have other requirements to justify the use of a Salesforce Community or Force.com Site, creating this just for public web form will be an overkill and add unnecessary complexity (in my opinion). And if you want to embed these forms somewhere else (like your company’s corporate website) that will require additional consideration.
Does Zapier integrate with Salesforce?
Now, Some of these 3rd Party tools require an integration platform like Zapier to integrate with Salesforce and some of these tools have native, out-of-box integration.
Can you manipulate data in Salesforce?
You can perform data manipulation operations in Salesforce with FormAssembly Salesforce Connector. It allows you to set up an advanced logic to lookup, update or create object records; add dependent object records. Finally, select whether to run assignment rules, auto-response rules, trigger emails, etc.
Details
If you are doing more than one simple Web To Lead form then I would strongly recommend this.
Notes
To Prefill data securely, you need the Form Assembly Premier edition at $130/month and then you need to set up the security in custom code in Salesforce.
Issues
Uses Token Authentication (on Professional and Premier Editions of FA). Oh cool they now use oAuth. I would still strongly suggest using a separate Integration login though.
Using
It is a bit of a dog to use - you have to go into a completely different section to edit the form, edit the themes and set up the connector.
Things I want Form Assembly to Fix
Be able to switch from the form editor straight to the connectors and to the logs and back again - just let me get from one place to the other without having to go to the main page.
