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 Premier Plan or Salesforce Connector Add-on, 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 Premier Plan or Salesforce Connector Add-on.
Access FormAssembly through Salesforce
Sign into FormAssembly and work on your forms directly within Salesforce.
Available on Premier Plan and above
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 Plans or Salesforce Connector Add-on.
Authenticate with Salesforce Experiences
Salesforce Portal Authentication requires a login to access the form.
Available on our Team Plan and above with the Salesforce Connector Add-on only.
Salesforce Marketing Cloud Connector
Create and update Salesforce Marketing Cloud records.
Available on Premier Plan or with the Salesforce Connector Add-on.
SFMC: Prefill Connector