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Salesforce + FormAssembly 

Integrating with Salesforce is easy with FormAssembly! We've listed the best place to start for each of our Salesforce options.

Please note that your FormAssembly instance must include the Salesforce Add-on to use these features. If you do not have the Salesforce Add-on, contact our sales team for more information. 

Salesforce Connector

Create and update records in Salesforce when a form is submitted or saved by the respondent.

Start here!

Access FormAssembly through Salesforce

Sign into FormAssembly and work on your forms directly within Salesforce.

Your FormAssembly username must match your Salesforce username.

Do it now!

Import a Form from Salesforce

Learn how to quickly import a form from Salesforce.

Our import tool will even help configure your connector!

Learn How!

Salesforce Prefill Connector

Prefill a form with existing data in Salesforce.

Check it out!

Authenticate with Salesforce Experiences

(formerly: Communities)

Salesforce Portal Authentication requires a login to access the form.

Available on our Team plan and above with the Salesforce Add-on only.

Find out how!

Salesforce Marketing Cloud Connector

(formerly: ExactTarget)

Create and update Salesforce Marketing Cloud records.

Learn More!

SFMC: Prefill Connector

(formerly: ExactTarget)

Prefill a form with existing data from Salesforce Marketing Cloud.
Learn More
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