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Overview Administrators can create themes in the Form Builder. Additionally, they may control which style elements will be exposed when users want to customize the themes admins have created. This process involves using SCSS to expose the specific...
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Overview Salesforce has issues with dashes when dates are submitted via the Salesforce connector. A simple formula will allow you to automatically convert the date from MM-DD-YYYY to MM/DD/YYYY. Resolution Use the following formula in your dat...
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Overview Multi-factor authentication (MFA) is any additional method of authenticating yourself to an application other than your standard username and password combination. These can be tokens you hold, such as security keys, authenticator apps on ...
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For all Fields In the Layout settings of the Form Properties menu, you may select the form's settings for the placement of the hints and labels . You can also enable the Navigation Bar on multi-page forms . Position Individual Field La...
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Introduction Tasks allow you to track activities as a to-do list in Salesforce. You can relate tasks to records for leads, contacts, campaigns, contracts, and more! Tasks are assigned to specific Salesforce users and can be either single or recurri...
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Introduction Engage your users by using images as choices on radio button and checkbox questions. You can have your users make a selection by using the traditional boxes, or by removing them all together so they can click directly on the image. ...
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Learn how to embed a video on your form.
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Learn how to verify your FormAssembly account for Salesforce Single Sign-On.
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Last Updated: 06/17/2025
in Style Your Forms Mobile Responsiveness Tips Note: Respondents with outdated versions of iOS/Android may experience issues when displaying the form. Forms, fields, and sections can now better adapt to the screen size of the viewing device. This includes dropdo...
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Learn how to use SAML authentication in conjunction with Salesforce