Update and create records in Salesforce and the Salesforce Marketing Cloud: ExactTarget. On Premier and Enterprise Plans, prefill your forms with data.

The Salesforce Connector

Learn how to send data of all types from FormAssembly to Salesforce.

Salesforce Marketing Cloud: ExactTarget

Learn how to connect with Salesforce Marketing Cloud.

Salesforce Connectors Troubleshooting

Learn about basic troubleshooting tips for working with the Salesforce Connectors.

Salesforce Common Errors

Find resolutions to common Salesforce error messages


Get started with Salesforce
Learn how to get started with FormAssembly's Salesforce Connector
Salesforce Prefill Connector
Learn how to use FormAssembly's Salesforce Prefill Connector
 The FormAssembly Salesforce AppExchange App
Learn how to install FormAssembly on the Salesforce AppExchange
Populate (or Prefill) a Form with Salesforce Data
Learn how to start prefilling from Salesforce
FormAssembly API Calls when Using the Salesforce Connector
Learn more about the API calls FormAssembly makes when using the Salesforce Connector.
Testing your Salesforce Forms and Connectors
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 b...
Using FormAssembly's Publishing API with Salesforce
Learn about FormAssembly's publishing API with Salesforce
Create a Secure Salesforce API User
Learn about configuring Salesforce API users
Make Salesforce and PayPal Work Together
How can I make my organization's PayPal account and Salesforce account interact more closely? By default, only credit card transactions which take place immediately after the form is submitted will show in the FormAssembly response. A PayPal tr...
 The Salesforce Nonprofit Success Pack (NPSP)
Learn how to use FormAssembly with the Salesforce Nonprofit Pack
Link Records in Salesforce with Lookup Relationship Fields
Learn how to link multiple records within Salesforce
 Use Case: Prefill Salesforce Data for Respondents to View and Edit
Learn how you can prefill Salesforce information for your respondents to view and/or edit.
Reauthenticate your Salesforce Connector
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...
Salesforce Single Sign-On (SSO) Email Verification
Learn how to verify your FormAssembly account for Salesforce Single Sign-On.
FormAssembly and Salesforce Shield
Learn how FormAssembly integrates with Salesforce Shield
 Linking Records in the Salesforce Connector
Learn how to link records in the Salesforce connector
Dates and Dashes
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 you...
Sending Response PDFs to Salesforce
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...
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