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Created On: 07/16/2025
in Release Notes Changes & Bug Fixes E-Signature improvements: A new Notifications tab is added to the E-Signature step configuration where the Sender Name and Sender Email can be set for E-Signature notification emails. E-Signature logs show the sender ema...
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Created On: 07/09/2025
in Release Notes Changes & Bug Fixes For those using the Cybersource connector, FormAssembly is transitioning from Cybersource SOAP API to REST API. Signature or or Signer tags that don't meet formatting requirements of the E-Signature step will appear in map...
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Created On: 07/02/2025
in Release Notes Changes & Bug Fixes Resolved a bug with Menu Dependency where displaying child menus were not in sync for all browser versions and devices Addressed an issue in the Salesforce Workflow Connector where workflow response logs sometimes display t...
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Created On: 06/27/2025
in Release Notes Changes & Bug Fixes E-Signature updates on FormAssembly: An E-Signature step can now be added to a new or existing workflow A generated document from a Document step with signature tags can be selected to be signed in an E-signature workflow s...
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Created On: 06/27/2025
in Release Notes Changes & Bug Fixes You should once again be able to revoke and re-authenticate to get working access and refresh tokens, rather than being stuck with a non-working token.
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Created On: 06/20/2025
in Release Notes
Changes & Bug Fixes Salesforce Workflow Connector fixes: In the Salesforce Workflow Connector, form name will now be shown in the mapping dropdown instead of "undefined" if the form title is hidden Resolved an error in the Lookup a Record a...
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Overview This document explains how to build a Salesforce Connector to add Person Accounts directly to your Campaigns in Salesforce. In Salesforce, some businesses deal with companies, but many others deal directly with individual people, like c...
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Created On: 06/13/2025
in Release Notes
Changes & Bug Fixes A fix for “This form is no longer available" error message showing on save and submit for SF Experience site users Addressed an issue on Workflow Native Connectors where the "x" button to clear variable mapping fields was...
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Created On: 06/13/2025
Changes & Bug Fixes Infrastructure improvements related to FedRAMP.
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Created On: 06/04/2025
in Release Notes
Changes & Bug Fixes FormAssembly Connectors: Resolved an issue with the Salesforce Workflow Connector where checkboxes mapped to a Salesforce field would error if no checkbox selection was made on the form Salesforce Workflow Connector work...