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Learn how to resolve common Salesforce connector issues
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Learn how to resolve common Salesforce connector issues
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Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can he...
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Learn how to use FormAssembly formulas for dynamic form processing
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Email Notification Security and Authentication FormAssembly adheres to common best practices when sending emails including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresse...
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About Sensitive Data If you are collecting sensitive data in your form, you can use FormAssembly's Sensitive Data Feature to indicate which specific fields contain that data. This is useful for compliance with the GDPR , HIPAA, or forms coll...
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Overview The purpose of input validation is to help your respondents provide the desired answers in the expected format. It is an aid, and it is not designed to be foolproof. There are ways one can bypass the validation and, although rare in a nor...
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Error 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...
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Introduction Conditional logic (also called branching or skip logic) helps make your form simpler and easier to fill out by hiding questions that are not relevant to specific answers. You can add conditional rules to individual fields, sections (...
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Learn how to use the Salesforce Prefill Connector