Updated Articles | FormAssembly Resource Center

Release 5.116

Last Updated: 06/20/2025 in Release Notes

Changes & Bug Fixes Salesforce Workflow Connector fixes: In the Salesforce Workflow Connector, form name will now be shown in the mapping dropdown instead of "undefined" if the form title is hidden Resolved an error in the Lookup a Record a...
Use Case: Adding Person Accounts as Campaign Members

Last Updated: 06/20/2025 in Use Cases FormAssembly Use Cases

Overview This document explains how to build a Salesforce Connector to add Person Accounts directly to your Campaigns in Salesforce. In Salesforce, some businesses deal with companies, but many others deal directly with individual people, like c...
Salesforce Workflow Connector

Last Updated: 06/20/2025 in FormAssembly Workflow FormAssembly Workflow Builder

Overview Send, receive, and prefill Salesforce data with the Salesforce Workflow Connector. Requirements To use the Salesforce Workflow Connector, a FormAssembly user must: be part of a Team plan or higher purchase the Salesforce Conn...
Form Moderation Administration

Last Updated: 06/18/2025 in FormAssembly Admin Guide User Management

Learn how to moderate forms from the admin dashboard
Form Builder Version

Last Updated: 06/17/2025 in Using the Form Builder

I've been notified that a new Form Builder version is available. What does that mean? We regularly update the Form Builder to address issues and add new features. Sometimes, we decide to release an update as an official new version . A new ve...
Classes and Webinars

Last Updated: 06/17/2025 in Getting Started

FormAssembly Classes The FormAssembly Knowledge Team regularly presents classes that are meant to provide our users with an introduction to form building, the Salesforce Connector, form management possibilities, and more. You can view so...
Introducing the Forms Page and Forms List

Last Updated: 06/17/2025 in Getting Started

What is the Forms List? The Forms Page is the screen you see directly after logging into FormAssembly. From this page, you can create, clone or edit forms, view responses, build workflows, and more. This page also contains the Forms List . Thi...
Security Page

Last Updated: 06/17/2025
Grant Access Feature

Last Updated: 06/17/2025 in Security Page

Overview The Grant Access Feature in FormAssembly can be used to accomplish two functions. First, if your organization is in need of support from the FormAssembly team, you can grant access to your forms so that we can better troubleshoot any issue...
Managing Support Email Requests

Last Updated: 06/17/2025 in FormAssembly Admin Guide Managing FormAssembly

Overview By default, using the in-app option to "open a support request" will send a support request to FormAssembly's support team. This is true for all enterprise users and administrators. Requirements Enterprise Compliance Cloud For i...