Popular Articles

  1. 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

  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. 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

  5. Branding & Style Administration

    Last Updated: 03/22/2024 in FormAssembly Admin Guide Forms Management
    Learn how to applying branding and styling from the admin dashboard

  6.  Reading the Connector Log

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

  7. Your Contact Details

    Last Updated: 03/17/2024 in FormAssembly Accounts and Services
    Learn how to update your FormAssembly contact details.

  8. 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

  9. Record Type IDs

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

  10. 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...
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