Popular Articles

  1.  Salesforce Form Import Tool

    Learn about the Salesforce Import Tool
  2. Working with the FormAssembly API

    Learn how to use the FormAssembly API to interact with third party integrations.
  3. Create your First Form

    Doing something the long way is so fulfilling! You get to learn a lot along the way and feel good about accomplishing a task. But sometimes you just don't have the time for it — and that's okay! FormAssembly has ways to help you speed ...
  4. Access Control

    About Access Control With FormAssembly's Access Control feature in the Form Builder, you can turn any field into a hidden or uneditable field. This is particularly useful if you plan on using a hidden field to trigger certain conditionals based...
  5. Workflow Step - Add a Connector

    Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. To add this step to your workflow, click the " Add Step " button on your Map and then select Add a Connector from the ...
  6. Update an Existing Salesforce Record

    Learn how to Update an Existing Salesforce Record
  7. Dynamically Prefill Forms with Salesforce Data

    Learn how to start prefilling from Salesforce
  8. Use Case: Create Lead or Update Contact

    Learn about creating leads and updating contacts
  9. Salesforce Error: Create/Update OBJECT - entity is deleted

    Learn how to resolve common Salesforce connector issues
  10. Theme Customization Controls

    Overview This document outlines the standardized controls used in FormAssembly themes.  You have 36 options to control within the form builder, but if you'd like to stylize your form even more, you can use the controls below along with you...
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