New Articles

  1. Use the FormAssembly Lightning Component in Salesforce Communities

    Learn how to use FormAssembly's Lightning Component to add a form to your Salesforce Community.
  2. Use FormAssembly in Salesforce Lightning

    Learn how to install FormAssembly on the Salesforce AppExchange
  3. Payment Connectors and Email Notifications

    Learn how to create custom email notifications for forms that are processing payments.
  4. Formula Functions Quick Reference

    This page is meant to be a quick reference page for all possible formula functions.
  5. FormAssembly API Calls when Using the Salesforce Connector

    Learn more about the API calls FormAssembly makes when using the Salesforce Connector.
  6. Email Deliverability Issues and SPF Records

    Email Deliverability Issues and SPF Records If you are having email deliverability issues with our notifications or auto-responder emails, you should contact your IT/server administrator and ask them to publish an SPF record. When gen...
  7. Reauthenticate your Salesforce Connector

    Introduction There are some cases where you might need to reauthenticate or change the authenticated account for your Salesforce connector.  You might be switching from Sandbox to Production accounts, you might be adding a new user to your org...
  8.  Use Case: Prefill Salesforce Data for Respondents to View and Edit

    Learn how you can prefill Salesforce information for your respondents to view and/or edit.
  9. Salesforce Rich Text Fields (WYSIWYG)

    Currently, FormAssembly cannot send rich formatted text to Salesforce.

    Error This error, LOGIN_MUST_USE_SECURITY_TOKEN: Invalid username, password, security token; or user locked out, means that the Salesforce credentials you have used for this connector use a security token. From time to time these tokens will need ...
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