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Last Updated: 02/19/2025
in Connectors & Integrations
Overview FormAssembly’s Webhook Connector is a powerful tool that allows you to send data from your forms to any web service in real-time. The flexibility it offers can be transformative for your workflows, enabling seamless data transfers and au...
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Learn how to resolve common Salesforce connector issues
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Last Updated: 12/17/2023
in Use Cases Custom Use CasesLearn how to add percent-based and dollar-based discount codes into your form.
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Last Updated: 11/20/2023
in Getting Started Introduction During your FormAssembly journey, you may require a little bit of help when building your forms or creating your data collection process. We offer a number of resources to both new and existing customers which can help answer questions...
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Learn about the Salesforce Marketing Cloud Connector
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Last Updated: 01/31/2025
in Getting Started
Introduction We have so many features and options available to you in our form builder. Here is a list of some of our most popular features! If you’d like to know more, you can click the link under any of the feature titles. Save and Resume A...
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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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Learn how to link records in the Salesforce connector
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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...
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Last Updated: 07/24/2023
in Connectors & IntegrationsLearn the basics of the FormAssembly connector log