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  1. Salesforce Connection Best Practices

    If your forms send data to Salesforce or pull data from it, your Salesforce connections keep everything running. This guide explains how those connections work, what uses them up, and how to set things up so a working form doesn't suddenly stop co...
  2. Release 5.207

    IMPROVEMENTS Improved how browsers cache the shared files (such as scripts and stylesheets) used by published forms, so forms can load faster on repeat visits. BUG FIXES Fixed an intermittent issue where some workflow responses could get s...
  3. Use Case: Create a Survey Form and Send Responses to Salesforce

    Overview Organizations often need to collect survey responses and store the results in Salesforce for reporting, follow-up, or other Salesforce processes. By creating a survey in FormAssembly and configuring the Salesforce Connector, sur...
  4. Release 5.206

    BUG FIXES Fixed an issue where workflows with SAML , CAS , or similar authentication enabled would encounter a server error when the workflow also included a connector step (such as Salesforce). Affected workflows could not be submitte...
  5. Use Case: Send a Custom Date to a Salesforce Date Field

    Overview When sending a custom date from FormAssembly to Salesforce, it is important to consider the type of Salesforce field receiving the value. The commonly used @YMDNOW() formula returns an ISO 8601 Date/Time string . While this...
  6. Release 5.205

    BUG FIXES Fixed an issue where workflows embedded via iframe on customer websites could fail to load or appear blank, following a security policy change earlier this month. Fixed an issue where a failed file upload could still allow a form...
  7. Release 5.204

    BUG FIXES Fixed an issue where automated link-checking or security-scanning tools accessing a Workflow's "Save and Resume" link could temporarily block the actual respondent from resuming their form, resulting in an error. This was most noticeabl...
  8. Release 5.203

    IMPROVEMENTS & BUG FIXES Fixed an intermittent issue that could cause form pages — including form themes and images — to fail to load, and could occasionally cause a login attempt to fail even with the correct credentials. If you experienced ...
  9. Release 5.202

    This release includes internal improvements to our Salesforce Marketing Cloud connector infrastructure. No customer-facing changes were included in this release. ...
  10. Incident: 9/16/26 Global Salesforce Outage

    Note:  Not all FormAssembly accounts were affected by the recent outage. Impacted accounts have received an email from FormAssembly support. What happened During the recent Salesforce disruption, some Salesforce Connector authorizations in Fo...
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