The Salesforce Connector

Learn how to connect to your Salesforce account from your FormAssembly connector

Learn how to create a lookup in your Salesforce connector.

Learn how to create a new Salesforce record from a form submission

Learn how to Update an Existing Salesforce Record

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 e...

Learn how to Work with File Uploads and Salesforce Attachments

Learn more about the API calls FormAssembly makes when using the Salesforce Connector.

Learn about field mapping within the Salesforce connector

Learn how to Work with Multiple Choice Fields, Send-As Values, and Checkboxes

Learn About Working with Repeatable Fields & Sections with Salesforce

Learn how to link records in the Salesforce connector

Learn How to Create Dependent Objects

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 i...

Learn how to create and update Salesforce records when a form is saved.

Introduction There are some cases where you might need to reauthenticate or change the authenticated account for your Salesforce connector.  You might be switching from Sandbox to Production accounts, you might be adding a new user to your org...

Learn about Salesforce Connector trigger options

Learn about using the "Like" operator in the Salesforce connector

Learn how to send uploads to Salesforce Files

Learn about Household Objects

Learn how to use a Skip-if formula in 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 is able to access.  However, there are occasional situa...

Learn about Record Type IDs

Learn how to skip a step in your Salesforce connector when no payment is made.

Learn how to link Salesforce notes to other contact records.

Learn how to link multiple records within Salesforce

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...