Salesforce + FormAssembly
Integrating with Salesforce is easy with FormAssembly! We've listed the best place to start for each of our Salesforce options.
You must have a FormAssembly Professional, Premier or Enterprise Plan, depending on the integration. If you do not have an account, sign up for a trial here.
Salesforce Update Connector
Create and update records in Salesforce when a form is submitted or saved by the respondent.
Available on Professional, Premier and Enterprise Plans.
Access FormAssembly through Salesforce
Sign into FormAssembly and work on your forms directly within Salesforce.
Available on Professional, Premier and Enterprise Plans.
Your FormAssembly username must match your Salesforce username.
Import a Form from Salesforce
Learn how to quickly import a form from Salesforce.
Our import tool will even help configure your connector!
Salesforce Prefill Connector
Prefill a form with existing data in Salesforce.
Available on Premier and Enterprise Plans.
Authenticate with Salesforce Communities
Salesforce Portal Authentication requires a login to access the form.
Available on our Enterprise editions only.
Salesforce Marketing Cloud Connector
(formerly: ExactTarget)
Create and update Salesforce Marketing Cloud records.
Available on Premier and Enterprise Plans.
Learn More!
SFMC: Prefill Connector
(formerly: ExactTarget)
Learn More