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