Articles
Connecting to Salesforce
Learn how to connect to your Salesforce account from your FormAssembly connector
Salesforce Import Tool
Learn about the Salesforce Import Tool
Create a New Salesforce Record
Learn how to create a new Salesforce record from a form submission
Update an Existing Salesforce Record
Learn how to Update an Existing Salesforce Record
Look Up an Existing Salesforce Record
Learn how to create a lookup in your Salesforce connector.
File Uploads and Salesforce Attachments
Learn how to Work with File Uploads and Salesforce Attachments
Field Mapping & Required Fields
Learn about field mapping within the Salesforce connector
Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes
Learn how to Work with Multiple Choice Fields, Send-As Values, and Checkboxes
Repeatable Fields & Sections with Salesforce
Learn About Working with Repeatable Fields & Sections with Salesforce
Create Dependent Objects
Learn How to Create Dependent Objects
The Salesforce Save Connector
Learn how to create and update Salesforce records when a form is saved.
Use Case: Create Lead or Update Contact
Learn about creating leads and updating contacts
Use Case: Campaign Members
Learn when you might want to use Campaign Members
Using the "Like" Operator in the Salesforce Connector
Learn about using the "Like" operator in the Salesforce connector
Sending a Form Upload to Salesforce Files
Learn how to send uploads to Salesforce Files
Use Case: Create a Salesforce Service Cloud Case
Learn how to create case records in Salesforce Service Cloud