FormAssembly Use Cases

Use Cases which show how you can utilize FormAssembly in new and exciting ways.


Create a Form for Multiple Audiences
Overview Creating multiple forms for different groups or audiences can often become challenging and difficult to manage. You end up with multiple connectors to maintain, multiple links to send out, and notifications to keep track of for each d...
Use Case: Create Lead or Update Contact
Learn about creating leads and updating contacts
Use Case: Campaign Members
Learn when you might want to use Campaign Members
Use Case: Create a Chatter Post in Salesforce and Include a File
Learn how to send a file to a Chatter post
Use Case: Create a Salesforce Service Cloud Case
Learn how to create case records in Salesforce Service Cloud
Use Case: Allow Respondents to Update Salesforce Records
Introduction There are many cases where it can be helpful to display Salesforce record information to your form respondents. In particular, you may want to allow your respondents to view and update their information which has been stored in Salesfo...
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