Salesforce + FormAssembly
Integrating with Salesforce is easy with FormAssembly! We've listed the best place to start for each of our Salesforce options.
Note: 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.
Form-Native Salesforce Connector
Create and update records in Salesforce when a form is submitted or saved by the respondent.
Access FormAssembly through Salesforce
Sign in to FormAssembly and work on your forms directly within Salesforce.
Note: 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!
Form-Native Salesforce Prefill Connector
Prefill a form with existing data in Salesforce.
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.
Salesforce Marketing Cloud Connector
(formerly: ExactTarget)
Create and update Salesforce Marketing Cloud records.
Learn More!
SFMC: Prefill Connector
(formerly: ExactTarget)