Salesforce + FormAssembly

The Leader in Enterprise

Data Collection
Salesforce + FormAssembly

FormAssembly +

4
Salesforce Clouds

Contents

FormAssembly
1 5 Data Security
in Use
+ Privacy

2
3
Collecting Data +

6
Best Practices

Getting Started with

FormAssembly + FormAssembly for Salesforce
Salesforce Forms
Salesforce + FormAssembly

Intro
Manual data entry, developer rates, inaccurate or duplicate data—what are these costing
your business on a daily basis? FormAssembly is designed to eliminate these roadblocks,
free up resources, and save valuable time for organizations in multiple industries, from
healthcare to financial services to higher education. With FormAssembly, you can easily
streamline internal processes, capture better quality data faster, and securely get that data With FormAssembly, you
where you need it.
can easily streamline
Through FormAssembly’s seamless Salesforce integration, the thousands of Salesforce
users we support are able to complete tasks quicker, funnel key information into Salesforce,
internal processes, capture
and significantly reduce unnecessary data entry for their internal and external users. better quality data faster,
Additionally, FormAssembly is Salesforce Lightning-Ready, which means you can use our and securely get that data
AppExchange app without complication on the Salesforce Lightning interface.
where you need it.
FormAssembly’s Salesforce Connectors and tools enable users to automatically pull
information from Salesforce, create new records in Salesforce, and keep existing records
up-to-date. Best of all, connecting Salesforce to FormAssembly requires just a few quick
and easy steps.

In this book, you’ll learn how organizations leverage the powerful connection between
FormAssembly and Salesforce across higher education, business, nonprofit, healthcare,
financial services, and consulting. Whatever your industry, company size, or department, if
you use Salesforce, you can benefit from using FormAssembly, too.
Salesforce + FormAssembly

Here’s what Salesforce Prefill

Connector
Salesforce Save
Connector

you can do with Populate your FormAssembly

forms with existing information
Save partial responses from
a form when you enable our

FormAssembly
from Salesforce to make filling Save and Resume feature.
out a form easier for your users.

and Salesforce
together: Salesforce Submit
Connector
Lightning-Ready
Salesforce App
Automatically create or Manage your forms easily
update both standard and through our Lightning-
custom objects. Ready app in the
What is FormAssembly? Salesforce AppExchange.
FormAssembly is the leading
enterprise data collection platform. Use
Salesforce Import
our intuitive form builder to create web
Tool
forms for any purpose and streamline
processes across your organization, all Speed up form creation
in a secure and compliant manner. by creating a simple
form using fields from a
Salesforce object.
 Business
Salesforce is the CRM of choice for a vast range of users worldwide, from small
businesses to Fortune 500 enterprise companies. FormAssembly’s unmatched integration
with Salesforce makes it possible to drive more business, further sales opportunities, and
reach key company goals.

Salesforce houses all kinds of essential business data, including leads, demo requests,
trade show contacts, and order information. Regardless of the type of information
being captured, FormAssembly benefits businesses by centralizing data collection and
eliminating the need for manual data entry into Salesforce.

1
FormAssembly
in Use
Salesforce + FormAssembly

How Business Customers

Use FormAssembly
Lenovo’s Executive Briefing Center used
FormAssembly and briefing program/
customer visit management app VisitOps to
collect information from business partners
who didn’t use Salesforce. FormAssembly’s
Salesforce Connectors offered a simple,
flexible way to centralize data and provide
greater visibility.

“To me, the role that FormAssembly plays is a

communications link between us and non-Salesforce
users that want to bring customers to the Briefing
Center. It opens up opportunities to drive more
business for Lenovo. The use of FormAssembly
has created a communication link we did not have
otherwise.”

—Steve McKinney, Briefing Manager, Lenovo

Salesforce + FormAssembly

Business Use Cases

½ Capture contact
information and send it
to Salesforce.

½ Schedule order requests

and product demos.

½ Collect webinar signups

like we do for our
FormAssembly classes
and webinars.

½ Create Leads and

Contacts with related
tasks and attachments.

½ Capture information at
trade shows and events,
whether you’re online
or offline with our iOS
mobile app. (If collected
offline, data syncs to
Salesforce when you
have internet again.)
Salesforce + FormAssembly

Business Use Cases

½ Create an intuitive help
desk system that integrates
completely with Salesforce.
(This example comes from
our client Dharma Merchant
Services.)

½ Onboard customers faster.

This is another use case from
Dharma, who saw great results
with FormAssembly, including
cutting onboarding time by 78%
and improving data accuracy.

½ Process new members with

FormAssembly, like 1871, a
Chicago coworking space.

½ Create a Salesforce-connected
customer portal to manage
accounts and orders for
subscription-based businesses,
like our customer CQ Infused
Beverages.
Salesforce + FormAssembly

Higher
Education
Higher education institutions need to
collect and securely store information about
students and alumni to cultivate a vibrant
academic community. FormAssembly’s
Salesforce integration is the perfect way
for university departments, office staff, and
alumni organizations to capture information
throughout the student lifecycle.
Salesforce + FormAssembly

University of Florida–
College of Pharmacy
The College of Pharmacy at the
University of Florida replaced outdated
paper processes with FormAssembly web
forms to better suit the expectations of
incoming students. One aspect of the
solution included using the Salesforce
Prefill Connector to email personalized
acceptance letters to incoming students.

Additionally, the school staff members

used FormAssembly to generate
enrollment decision forms and to collect
initial seat deposit fees, which registered
automatically in the organization’s
Salesforce system.
Salesforce + FormAssembly

The University of
Michigan
The University of Michigan used
FormAssembly for a variety of use cases
and benefitted from the Salesforce
integration and user-friendliness. Two
examples of University of Michigan’s
FormAssembly use included streamlined
campus event management with
registration forms that collected RSVPs
and other information; and internal
process management, such as cross-
departmental payment requests, with
the help of the FormAssembly Google
Spreadsheets Connector.
Salesforce + FormAssembly

Dominican
University
This higher education
client moved away from
paper forms (and long
lines for students) by using
FormAssembly to process
parking permit request
forms. After switching to
FormAssembly, students
could complete these
forms in five minutes
instead of waiting in line
for an hour and a half.
Salesforce + FormAssembly

Higher Education Use Cases

½ Use FormAssembly instead of the
now-retired Salesforce Stay-in-Touch
Request feature to keep in contact
with alumni and maintain up-to-date
contact information.

½ Collect alumni contributions with

FormAssembly’s payment integrations.

½ Capture new student information and

feed it into Salesforce.

½ Allow university staff to gather

information at orientation events and
conferences and send it directly into
Salesforce.

½ Gather student feedback through

FormAssembly like Fresno Pacific
University.

½ Create request for information forms

like Maryville University.
Salesforce + FormAssembly

Healthcare Organizations
Healthcare organizations have to ensure that their data collection, storage,
and uses are secure and compliant with HIPAA regulations and similar
regulations outside of the United States. In addition to integrating seamlessly
with Salesforce, FormAssembly also ensures HIPAA compliance through our
Compliance Cloud plan.

The Compliance Cloud can be used for a variety of healthcare

applications such as:
½ New patient forms

½ HIPAA release forms

½ Medical research consent forms

½ Secure payment collection

½ Other use cases involving Protected Health Information (PHI)

The Compliance Cloud plan also offers a high-availability environment with a

99.9% SLA agreement and Sensitive Data Management abilities. This gives
administrators control over which users can create and edit forms collecting
specific types of sensitive data, and which users can view and edit responses
with specific sensitive data types, such as PHI. The Compliance Cloud plan is
also a fitting plan for governments, educational institutions, financial services
companies, and other organizations with a heightened need for data security.
Salesforce + FormAssembly

Healthcare Use Case:

Aetna Pharmacy
Management
Salesforce power users at Aetna
Pharmacy Management, a full-service
benefits manager of prescription drug
insurance, loved FormAssembly’s
watertight Salesforce integration.
“Being able to tie the form to
Aetna used FormAssembly for internal
multiple standard and custom objects,
forms, account management surveys,
being able to do prefills—those are
and Web-to-Case forms.
very useful features. We were also
impressed with how easy it was to
Healthcare Use Cases create and update the form, and that
we were able to post the form on
½ Gather information before and after provider seminars.
the internal website or have the form
½ Store contact details or other sensitive information for nursing available on a public website.”
programs.
—Becca Allen, Salesforce Developer
½ Capture patient information or enable patients to update and Administrator, Aetna
information in the office or remotely.

½ Gather health research information.

Salesforce + FormAssembly

Nonprofit Organizations
For nonprofits with limited time and resources, FormAssembly provides

20%
a way to eliminate the confusion of having multiple data collection
platforms and cut down on manual data entry.

Nonprofits have enough restrictions as it is, and wasting time

on administrative work simply isn’t a sustainable option. With
FormAssembly’s Salesforce integration, nonprofits can automate the
transfer of data to Salesforce so they can focus on more important work
and gain greater insight into how effective their programs are within the
communities they serve.
discount to registered nonprofits.
Our client Polaris, a nonprofit organization that combats human
trafficking, chose FormAssembly in part because of the strong
Salesforce connection. They used FormAssembly to simplify the process
of receiving service provider applications for the National Referral
Directory and Global Modern Slavery Directory. FormAssembly’s
Salesforce Connectors were able to instantly send application data
through to Salesforce for easy review by the Polaris team.

In recognition of the important services that nonprofits provide, we offer

a 20% discount to registered nonprofits.
Salesforce + FormAssembly

Nonprofit Use Cases

½ Collect donations and maintain both donor
and volunteer information. Nonprofit
Keshet used FormAssembly for a variety
of purposes, including training requests
and donation forms.

½ Use Salesforce Stay-in-Touch to keep

connected with donors and volunteers.

½ Process volunteer or donor sign-ups and

automatically send the information to
Salesforce.

½ Publish forms within your website or send

links to prefilled forms via email.

½ Baltimore Corps simplified the review

process for their Fellowship program
applications with a FormAssembly-
Salesforce workflow.
Salesforce + FormAssembly

Consultants
If you’re a Salesforce consultant, FormAssembly could be your
best friend. FormAssembly works with a number of consulting
firms, including Bluewolf, Deloitte Digital, Cloud for Good,
TechBridge, Swift River Consulting, Slalom, and Idealist
Consulting.

Users in the professional services industry can employ

FormAssembly every step of the way as they work with clients,
from initial planning and discovery to project management to
post-project feedback and staying in touch with clients.

FormAssembly’s Salesforce integration can help simplify and

manage a variety of client workflows, providing significant
value to you and the companies you work with. Our powerful
Form Builder has a customizable feature set that you can
use to build forms for specific client needs. In addition, our
support team and comprehensive documentation are great
resources for any questions you may have.
Salesforce + FormAssembly

Consultant Use Cases

½ Create new client records in Salesforce using the Submit
Connector on service request or contact forms.

½ Push project planning and discovery input straight into the

Salesforce objects or fields to track data.

½ Create project management forms that seamlessly integrate

into your Salesforce workflows to help you stay on top of client
projects.

½ Use FormAssembly + TaskRay integration for even easier project

management that integrates with Salesforce.

½ Compile client satisfaction and project feedback data with project

or service follow-up forms.

½ Replace the now retired Salesforce Stay-in-Touch with a workflow

and email template containing a pre-filled FormAssembly
form to better stay in communication with clients. (Learn more
in our eBook: How to Replace Salesforce Stay-in-Touch w/
FormAssembly.)

½ Gather feedback after projects using hidden fields and the Prefill
Connector. Attach the client’s Salesforce ID to ensure the right
information goes to the right location in Salesforce.
 From lead capture to account setup and everywhere in between, the mechanics of data
collection are instrumental to your organization operating efficiently and effectively.
FormAssembly goes beyond data collection, allowing our users to streamline processes
across all levels of their organizations.

Here are the most common data collection use cases and best practices for getting the
most out of your web forms.

Customer Information
Whether you own a small business or run a large enterprise, collecting customer
information is a top priority. FormAssembly allows your entire team to easily and
seamlessly collect customer data while offering your respondents a simple, user-

2
friendly experience.

Most teams face organizational hurdles at one time or another, and at FormAssembly,
we’re no different. We frequently use our own form solution to improve internal and
external processes, such as managing support requests and capturing customer
satisfaction survey responses. Read more about the ways we use FormAssembly in

Collecting Data our own company here.

+ Best Practices
Salesforce + FormAssembly

Customer Information Use Cases

½ Collect basic demographic ½ Obtain locality information to better
information via online surveys. segment your audience personas.

½ Remove duplicate data through ½ Collect organizational information

advanced logic. such as job title, industry, and basic
needs to better supply targeted
½ Collect and push forms to Salesforce attention during the sales acquisition
tools, such as Chatter. process.

½ Gather email addresses and other ½ Use campaigns in Salesforce to

contact information as a gateway organize your stay-in-touch efforts
to web-based downloads or and update all information to
information requests. indicate and track any campaign
engagement.
½ Collect additional information to
expand on or update customer
Contact records within Salesforce.

With FormAssembly, capturing essential customer information

is easier than ever. Our Salesforce Submit Connector allows you
to map this data right into Salesforce, your main hub, so that
you can spend your time analyzing the data—not transferring it.
Salesforce + FormAssembly

Send form Writing to custom

uploads to objects
Salesforce files If your organization is anything like most, you’re not using Salesforce right
out of the box. Instead, you’ve intricately customized your instance to
meet your business needs. With other web form providers, this may be an
FormAssembly allows your users to attach
obstacle to your data mapping—but not with FormAssembly.
various file types that can be uploaded to
the corresponding Salesforce Account. This FormAssembly
In addition to the standard Salesforce objects, FormAssembly allows you
works with the ‘Files’ tab introduced within allows you to
to write to any custom objects. This means that you can create complex
the Lightning interface. write to any
forms that are specifically designed for your unique business objectives.
custom objects
This allows you to collect a wide variety of
Examples of custom objects used by FormAssembly customers include:
files through your forms, including:
½ Surveys ½ Company product objects, like
½ Images ½ Tax and other
users for your SaaS company’s
financial documents Applications
½ software
½ Videos
½ Internal Transaction objects, payment
½ ½ Any object from your favorite
½ Proof of organizational objects, or invoice objects AppExchange app
Identification paperwork
½ Custom objects that create
½ Resumes And more!
½
relationships between standard
and custom objects
½ Certification
Salesforce + FormAssembly

Payment forms Customer

Payment Form
FormAssembly integrates with some of the most popular payment
processors so you can create payment forms and invoice customers easily Use Case
and efficiently. Below, you’ll find a comparison of the available payment
integrations within FormAssembly:

Available on
all plans CQ Infused
Beverages worked “It’s a huge benefit... It is going to
Available
on Premier, with FormAssembly’s enable our subscribers to get in
Enterprise, and
Compliance Implementation Services and manage their own accounts. It’s
Cloud Plans
team to create a branded fantastic. The system before was
Accepts customer center that archaic. Now we are as advanced as
credit card
payments allowed customers to our customers need us to be.”
easily make a variety of
Accepts other
payment eChecks
Paypal Generate
eChecks
ACH or
direct
account changes, pay —Matthew J. Farruggio, Vice
option(s) only invoices
deposit
invoices, request additional President, CQ Infused Beverages
equipment, and more.
Recurring payment
option

One-Time
& recurring
payments in
single connector
 If you’re a current Salesforce user, then you’re likely Pro Tip: Authentication
all too familiar with Salesforce forms. Though they’re
Authentication is
great for some Web-to-Lead use cases, they often fall
another reason why
short of the complexity and logic necessary for your
Salesforce users choose
organizational needs.
FormAssembly as
their form solution.

Web-to-anything
FormAssembly offers
LDAP, CAS, SAML, and
Salesforce Communities
Unlike Salesforce’s basic Web-to-Lead structure, we offer authentication on forms
Web-to-Anything. That means you can map to custom feeding into Salesforce.
objects, send form uploads to Salesforce Files, and create
complex forms with prefilling, conditional logic, and
much more.

3
Web-to-Anything
Use Case
½ Create complex online forms that allow you to

FormAssembly +
conditionally map data to any standard or custom
Salesforce objects.

Salesforce Forms
Salesforce + FormAssembly

Prefilling Salesforce
By default, Salesforce allows you to prefill data through merge fields, but this
can only be done in the body of an email using only one record type, and in the
description of a task record type. This data is static and does nothing once the
Dynamic Picklists
FormAssembly’s Salesforce Dynamic Picklists
message or task has been opened.
feature for Enterprise and Compliance Cloud
With FormAssembly, prefilled form data is dynamic, allowing you to instantly accounts offers users yet another way to integrate
update multiple Salesforce objects and fields from the prefilled data when the their forms with Salesforce. This feature allows you
respondent submits the form. to use drop-down menus in your forms that pull
options straight from Salesforce picklists or lookup
results.

Pro Tip:
Prefilling displayed or hidden data
½ Displaying prefilled data in your forms allows recipients the opportunity to
modify the existing data, keeping their data accurate and up-to-date. This
displayed data can also be “locked” on all or on particular fields to prohibit
editing by the user.

½ Prefilling hidden data into your forms allows the FormAssembly

administrator to accurately connect the record when the data is sent to
Salesforce on the backend. This is commonly used for scoring surveys,
grading user activity, etc.
Salesforce + FormAssembly
Stay-in-Touch Replacement
The Salesforce Stay-in-Touch feature may have once played a pivotal part in
your data integrity strategy. Stay-in-Touch enabled users to keep Accounts
and Contacts updated and current through update requests that could
simultaneously be sent to multiple people.
However, Salesforce retired this feature in Summer 2017 and removed the
ability to easily update contact information via an update request form
within Salesforce.
What does this mean for you?
Well, if you’re a FormAssembly user—nothing. FormAssembly’s Salesforce
Prefill Connector enables you to prefill much more information than Stay-in-
Touch into your client engagements. When respondents update the prefilled
info, the form data immediately goes back into Salesforce. Whether it’s a simple
mailing address or a combination of multiple data points existing as custom and
standard objects, FormAssembly’s smart prefilling does all the work for you.
All you need to do is find another email tool to serve your prefilled
FormAssembly forms in lieu of the obsolete Salesforce option. And with
FormAssembly’s robust prefill options, you’ll be able to connect and manage
data far beyond the simple Stay-in-Touch functionality.
Mobile App
You may not always have access to a reliable internet
connection while you’re collecting data. That’s where our
offline capabilities come in handy.
With the FormAssembly iOS mobile app, users can
view their forms, collect data offline or online, and edit
unsynced response data in areas with limited or no internet
connectivity. Users can then sync collected data with their
account when an internet connection is available. This is
especially useful for people who work from a
variety of different locations outside the office
and need offline access to their FormAssembly
forms to complete business-critical tasks.
“We work with a lot of nonprofits who have
an offline field staff. There’s a huge benefit to
collecting data out in the field and pushing it
to Salesforce later.”
—Katie McFadden, (Former) Director of
Professional Services, Swift River Consulting
 Salesforce offers a variety of Sales Cloud editions customized to meet the needs of
users in particular industries. Many of FormAssembly’s customers use these specialized
setups, which include the Health Cloud, Government Cloud, Financial Services Cloud,
and Nonprofit Starter Pack. Our Salesforce Connectors are deeply integrated with all
Sales Cloud packages, making it possible to look up, prefill, create, and update both
native and custom record types.

In addition to our integration with the Sales Cloud, which is used by the majority
of Salesforce customers, we also offer a seamless and unique integration with the
Salesforce Marketing Cloud. We offer both forms of Salesforce connectors in order to
help our customers use their data to the fullest extent possible.

Sales Cloud

4
FormAssembly’s integration with the Salesforce Sales Cloud is seamless, giving you
the ability to:
½ Prefill shown data

FormAssembly +
½ Prefill hidden data

½ Map data to custom objects and fields

Salesforce Clouds ½ Send form uploads to Salesforce Files

½ And more
Salesforce + FormAssembly

Marketing Cloud
Instead of collecting, storing, and analyzing data, the Salesforce
Marketing Cloud (SFMC) is focused more on using data you’ve collected
to nurture customer relationships. FormAssembly’s integration with
the Marketing Cloud enables our users to both prefill and update data
from lists, clients, and contacts. FormAssembly customers can also use
custom data extensions in Marketing Cloud Connector mapping.

With FormAssembly’s SFMC

Connector, you can:
½ Create and update subscriptions

½ Add respondents to a list or multiple lists

½ Create custom data extensions

½ Prefill or update from the Sales Cloud and

Marketing Cloud simultaneously
 Data security and privacy are essential. Even if your Salesforce instance is secure, if your data
collection platform isn’t, the integrity of your data is at risk.

At FormAssembly, protecting your data is our primary responsibility. We’re dedicated

to following the strictest measures and internal procedures to maintain compliance and
certification across numerous standards and requirements, including HIPAA compliance, PCI
DSS Level 1 certification, and more.

Secure Handling of Sensitive

Data
Some types of data that require additional security or privacy include:

5
½ Healthcare information ½ Credit card information, ½ Data collected from
classified as protected protected by the Payment European users, who are
health information (PHI). Card Industry Data Security protected under the GDPR
This type of information Standard (PCI DSS). and the EU-U.S. Privacy
requires HIPAA compliance, We hold PCI DSS Level Shield. FormAssembly is

Data Security +
which we offer through our 1 Certification on our compliant with the GDPR
FormAssembly Compliance Compliance Cloud plan. and the standards of the
Cloud plan. EU-U.S. Privacy Shield.

Privacy Read on to find more information about some of our most

notable certifications.
Salesforce + FormAssembly

HIPAA
FormAssembly’s HIPAA compliance makes it possible for customers to:
½ Securely collect demographic health information

½ Conduct medical research via surveys and customer forms

½ Conduct patient follow-up surveys

½ Gather detailed medical histories via online forms

For organizations in the healthcare space, maintaining compliance with the

United States Health Insurance Portability and Accountability Act (HIPAA)
can be a daunting hurdle, especially when it comes to data collection. From
gathering Protected Health Information (PHI) to sending and storing that
information, it is crucial to understand how your data is secured.

FormAssembly’s Compliance Cloud plan is HIPAA compliant. In order

to achieve continuous compliance, we undergo ongoing GAP and Risk
assessments and continually follow industry best practices, such as NIST, ISO,
PCI, and HITECH requirements and guidelines. Additionally, our Compliance
Cloud environment is audited by Crimson Security Inc., an independent data
security firm, environment continually throughout the year. Our Compliance
Cloud plan allows customers access to key data security options to ensure
their data is collected, stored, and transmitted in a compliant manner.
Salesforce + FormAssembly

PCI DSS EU-U.S. PRIVACY

FormAssembly is proud to have received PCI DSS
Level 1 Certification within our Compliance Cloud
plan. PCI DSS Level 1 Certification sets the bar for how
SHIELD/GDPR
In July 2016, the European Union officially adopted the EU-U.S. Privacy
we handle all types of data in the most secure manner.
Shield, which means that companies like FormAssembly are now held to
To meet the certification requirements, FormAssembly additional standards when handling European customers’ data.
underwent an Annual Report on Compliance (ROC) by a
Working with third party auditor TRUSTe, we made adjustments to our
Qualified Security Assessor (QSA). We worked with our
privacy protocols, and are able to boast compliance with these privacy
third party auditor and compliance assessor Coalfire®
standards.
to review and update our processes and procedures in
order to meet the stringent certification standards. FormAssembly is also compliant with the GDPR, the regulation affecting
the data of European residents that went into effect May 25, 2018. By
PCI DSS Level 1 Certification has a number of strict
choosing FormAssembly as your Data Processor, you will meet your
requirements that must be completed in order to
obligations under Article 28 of the GDPR to work with a Data Processor
safeguard the data environment and mitigate risk.
that implements appropriate technical and organizational measures and
Organizations must build and maintain secure networks
ensures the protection of the rights of the data subject.
and systems, be prepared to respond to any system
breaches, protect account data, maintain a vulnerability For our European customers, our adherence to both of these measures
management program, limit data retention, implement means that you can rest assured knowing that FormAssembly upholds
strong access control measures, maintain an information your users’ data privacy rights.
security policy, and regularly monitor and test networks.
 AppExchange
If you’d like to be able to access FormAssembly from inside your Salesforce account,
consider installing our Lightning-Ready Salesforce AppExchange app. Whether you’re
a new FormAssembly customer or have an existing account, you can easily install
FormAssembly for AppExchange by visiting our AppExchange page and following
some simple installation and configuration steps. See more information here.

6
Getting
Started with
FormAssembly
for Salesforce
 Enterprise Compliance
Professional Premier Cloud Cloud
Salesforce + FormAssembly Users 1 1 Starts at 3 Starts at 3
Friendly Support

Mobile App

Salesforce Integration

Reports & Charts

Buy Direct
Secure Forms (TLS 1.2)

GDPR/CCPA Compliance

FERPA Compliance

Section 508 Compliance

Export to Excel, XML

1. Pick Your Plan: Email Notifications

Auto-Responders

See pricing and key features on our File Attachments

website. Spam Protection

Stripe Integration

2. Try It for Yourself: PayPal, FreshBooks Classic, iATS

Integrations

Chargent Integration
Our Professional and Premier plans
Dynamic Form Settings
begin with a trial period to let you API
get familiar with the Form Builder Theme Editor 2.0
and test out all we have to offer your Google Integrations

organization. Get the most out of Salesforce Prefill

your trial period with our helpful and Authorize.Net, CyberSource

Integrations
thorough documentation and the E-Signatures
assistance of our friendly support team. Salesforce Marketing Cloud
Integration

3. That’s It! Personalized Welcome Call

Dedicated Onboarding Specialist

If you like FormAssembly (we know you Respondent Authentication

will), simply keep using it after the trial. Manage Users, Forms, and
Templates
We’re always here to answer questions Dynamic Picklists
and offer help. Custom Contract

HIPAA Compliance

PCI DSS Level 1 Certification

Sensitive Data Management

Salesforce + FormAssembly

Instructional Webinars
We also offer frequent classes that can help
you learn to do just about anything with
FormAssembly. Visit our classes page to see a
schedule of upcoming classes. Some of our past
classes include:
Bottom Line
If you use Salesforce to power your business,
FormAssembly is the clear choice for an
integrated data collection platform. Test drive
the platform yourself with a free trial.

½ Creating a Salesforce Record

Activate My Trial Today
½ Updating a Salesforce Record

½ Building a Form for Salesforce

FormAssembly
½ Salesforce: Making a Connection is the clear
choice for an
½ Salesforce Tips & Tricks
integrated
data collection
Get started with a quick overview of
platform.
FormAssembly by watching this video or visiting
FormAssembly.com.