- FormAssembly Help
-
- Workflows
- Save & Resume
- Form Availability
- Preview Before Submit
- Form Language
- SSL Encryption / Secure Form
- E-Signature
- Smart Processing with Formulas
- Formulas for Common Uses
- Response Volume Limits
- Redirect Formulas and Nesting @IF() Statements
- Formula Troubleshooting
- CAPTCHA and reCAPTCHA
- Akismet Spam Filter (Enterprise Edition)
- Duplicate Submissions
- Add Tags to Your Forms (Formerly Categories)
-
- Connector Timeline
- Resend Response
- Connector Log
-
- Get started with Salesforce
-
- Connecting to Salesforce
- Salesforce Import Tool
- Create a New Salesforce Record
- Update an Existing Salesforce Record
- Look Up an Existing Salesforce Record
- File Uploads and Salesforce Attachments
- Field Mapping & Required Fields
- Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes
- Repeatable Fields & Sections with Salesforce
- Create Dependent Objects
- The Salesforce Save Connector
- Use Case: Create Lead or Update Contact
- Use Case: Campaign Members
- Using the "Like" Operator in the Salesforce Connector
- Sending a Form Upload to Salesforce Files
- Use Case: Create a Chatter Post in Salesforce and Include a File
- Salesforce Prefill Connector
-
- Troubleshooting Basics for the Salesforce Connector
- New Salesforce Fields
- INVALID_LOGIN Error
- INVALID_OPERATION
- No Selected Contact Error
- INVALID_FIELD
- REQUEST_LIMIT_EXCEEDED
- Entity is deleted
- xsd:date Error
- Find Records in Salesforce
- Well-formed character data or markup
- INVALID_QUERY_FILTER
- Required Fields are Missing
- Salesforce Error: "CampaignMember - entity type cannot be inserted"
- Salesforce Assigns a Different Owner ID
- Salesforce Error: "ID Value of Incorrect Type"
- Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."
- AppExchange
- Populate a Form with Salesforce Data
- Testing your Salesforce Forms and Connectors
- Publishing API
- Salesforce API User
- Make Salesforce and PayPal Work Together
- The Salesforce Nonprofit Success Pack (NPSP)
- Link Records in Salesforce with Lookup Relationship Fields
-
- Which Payment Connector Should I Use?
- Authorize.Net Connector
- Chargent Connector
- CyberSource Connector
- FreshBooks Connector
- PayPal Connector Setup
- PayPal Connector Troubleshooting
- Stripe Connector
- iATS Connector
- Using Chargent with the Orders Package
-
- Using reCAPTCHA to Prevent Spam Submissions for Payment Connectors
- Skipping Subscriptions or One-Time Charges in a Payment Connector
- Using the Formula Editor within your Payment Connectors
- Using Connector Labels for your Payment Connectors
- Automatic Validation in Payment Connectors
- Repeated Fields in Payment Connectors
- Create a 4 Digit CVV Code for American Express Cards
-
- Prefill Through the URL
- Prefilling From Within a Form
- Prefilling Repeatable Sections
- CAS Prefill Connector
- ExactTarget Prefill Connector
- Salesforce Prefill Connector
- Prefill Lookups Using Secure Parameters
- LDAP Prefill Connector
- Prefill Dependent Objects Using One Parameter With the Salesforce Prefill Connector
FAQs
Download the PDF of this article.