Updated Articles

  1. Sending a Form Upload to Salesforce Files

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to send uploads to Salesforce Files

  2. Using the "Like" Operator in the Salesforce Connector

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn about using the "Like" operator in the Salesforce connector

  3. Smart Processing with Formulas

    Last Updated: 05/06/2024 in Form Options and Features FormAssembly Formulas
    Learn how to use FormAssembly formulas for dynamic form processing

  4. Conditionally Create or Update Records in Salesforce: Skip-if Formula

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to use a Skip-if formula in the Salesforce Connector

  5. New Custom Salesforce Fields and Objects (Refresh Schema)

    Last Updated: 05/06/2024 in Troubleshooting and Errors Salesforce Connectors Troubleshooting
    Learn how to resolve common Salesforce connector issues

  6. Connector Options & Triggers

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn about Salesforce Connector trigger options

  7. Reauthenticate your Salesforce Connector

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce 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 o...

  8. Save & Resume

    Last Updated: 05/06/2024 in Form Options and Features Form Processing
    Learn how you can setup your FormAssembly forms to be saved and resumed by form respondents.

  9. Sending Response PDFs to Salesforce

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Introduction When setting up your Salesforce Connector, you can choose to send a PDF of the response to Salesforce. This feature supports all Salesforce Objects, including Attachments, ContentVersion (Files), and more.  Contents of the PDF...

  10. Styling PDFs

    Last Updated: 05/06/2024 in Style Your Forms
    Introduction With our new PDF features, we have also included the ability to define at the account or admin levels, custom headers and footers for your generated PDFs by using HTML and CSS. When defined, these will display on every page of the PDF ...
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