Popular Articles

  1.  E-Signature

    Last Updated: 11/19/2024 in Form Options and Features Form Processing
    Learn how you can add an e-signature requirement to your forms.

  2. Thank You Page or Redirect

    Last Updated: 08/09/2024 in Form Options and Features The Notifications Page
    Learn how to create a thank you page or a redirect link to send respondent's to a new page upon form completion.

  3. Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes

    Last Updated: 04/01/2024 in Connectors & Integrations Salesforce Form-Native Salesforce Connector
    Learn how to Work with Multiple Choice Fields, Send-As Values, and Checkboxes

  4. Publish with an iFrame

    Last Updated: 01/31/2025 in Publishing Forms
    Learn how to publish and embed your FormAssembly form within an iFrame.

  5. Salesforce Error: INVALID_LOGIN: Invalid username, password, security token, user not active, or user locked out

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

  6. Form to Form Prefilling with a Redirect URL

    Last Updated: 12/29/2021 in Connectors & Integrations Prefill Forms
    Overview When using a Redirect URL to redirect a respondent from one form to another, it is possible to prefill the second form with data collected in the first. This can allow you to simplify the form process for your respondents. You can also u...

  7. Sending Response PDFs to Salesforce

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce Form-Native Salesforce Connector
    Introduction When setting up your Salesforce Connector, you can choose to send a PDF of the response to Salesforce. This feature supports all Salesforce Objects, including Attachments, ContentVersion (Files), and more.  Contents of the PDF incl...

  8. Workflow Collaboration

    Last Updated: 11/14/2023 in FormAssembly Workflow FormAssembly Workflow Builder
    Introduction From the workflow Collaboration page, workflow owners may share their workflow with others, or transfer workflow ownership to another user. Adding collaborators to a workflow allows a workflow owner to easily share the workflow managem...

  9. FormAssembly and Salesforce

    Last Updated: 01/12/2025 in Getting Started
    Introduction FormAssembly and Salesforce are a match made in heaven. With FormAssembly’s simple, yet powerful data collection and Salesforce’s robust CRM, your data is in good hands! Your FormAssembly forms can work with Salesforce in a number of...

  10. Use the FormAssembly Lightning Component in Salesforce Experience Cloud

    Last Updated: 05/01/2025 in Connectors & Integrations Salesforce The FormAssembly AppExchange App
    Learn how to use FormAssembly's Lightning Component to add a form to your Salesforce Community.
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