New Articles

  1. The Salesforce Save Connector

    Learn how to create and update Salesforce records when a form is saved.
  2.  Troubleshooting Basics for the Salesforce Connector

    Troubleshooting the Salesforce Connector The class below provides an introduction to troubleshooting your Salesforce Connector as well as resolution steps for some of the most common Salesforce errors. ...
  3. Use Case: Create a Chatter Post in Salesforce and Include a File

    Learn how to send a file to a Chatter post
  4. Completion Rate Information

    The completion rate is the amount of people who completed your form divided by the number of people who visited your form. When accessing the FormAssembly form link directly (or if you are embedding your form with an iframe), accessing the...
  5. Sending a Form Upload to Salesforce Files

    Learn how to send uploads to Salesforce Files
  6. Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."

    When creating campaign members in Salesforce, you must link them to both a campaign and a contact or, a campaign and a lead.  To do this, you will need to map those respective IDs in your connector. If you do not map a campaign ID and a co...
  7. Salesforce Error: "ID Value of Incorrect Type"

    Learn how to resolve a Salesforce Connector error of "ID Value of Incorrect Type"
  8.  Look Up an Existing Salesforce Record

    Learn how to create a lookup in your Salesforce connector.
  9. Create a 4 Digit CVV Code for American Express Cards

    Learn how to create a 4-digit CVV code for American Express cards.
  10. Repeated Fields in Payment Connectors

    Learn how you can use repeated fields in your payment connectors.
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