Popular Articles

  1. Salesforce Error: "CampaignMember - entity type cannot be inserted"

    Last Updated: 02/11/2022 in Troubleshooting and Errors Salesforce Common Errors
    Learn how to resolve common Salesforce connector issues

  2. Salesforce Marketing Cloud: ExactTarget Connector

    Last Updated: 08/13/2024 in Connectors & Integrations Salesforce Salesforce Marketing Cloud: ExactTarget
    Learn about the Salesforce Marketing Cloud Connector

  3. Testing your Forms and Salesforce Connectors

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Introduction One of the most important steps before sending out a form to respondents, is testing. You will want to make sure your form and connectors work exactly how you expect them to, regardless of a respondent's use case. The best way to ensur...

  4. Link Records in Salesforce with Lookup Relationship Fields

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to link multiple records within Salesforce

  5. Linking Records in the Salesforce Connector

    Last Updated: 03/28/2022 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to link records in the Salesforce connector

  6. Salesforce Auto-Number, Formula, and Lookup Fields

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    In general, FormAssembly does not have access to Salesforce Auto-Numbering, Formula, and Lookup fields. This is due to Salesforce's API and the types of fields that FormAssembly can access.  However, there are occasional situations where these fi...

  7.  Reading the Connector Log

    Last Updated: 07/24/2023 in Connectors & Integrations
    Learn the basics of the FormAssembly connector log

  8. Branding & Style Administration

    Last Updated: 01/31/2025 in FormAssembly Admin Guide Forms Management
    Learn how to applying branding and styling from the admin dashboard

  9.  Resend Response through a Connector

    Last Updated: 08/07/2024 in Connectors & Integrations
    Learn how to resend a response through a connector

  10. Record Type IDs

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn about Record Type IDs
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