Updated Articles

  1. Enable IP Whitelisting for FormAssembly within Salesforce Marketing Cloud (ExactTarget)

    Learn what values to whitelist for Salesforce Marketing Cloud
  2. Create a Secure Salesforce API User

    Learn about configuring Salesforce API users
  3. Default Values

    Learn about default values for FormAssembly fields.
  4. Advanced Features for Field Options

    Advanced Features for Field Options You can use FormAssembly's Advanced Features to set up calculations, define sensitive fields, and accomplish a variety of other functions.  To access the Advanced Features, please follow the steps be...
  5. Welcome Classes

    Introduction The FormAssembly Welcome Class series is a collection of videos meant to provide our users with an introduction to form building, the Salesforce Connector, and form management possibilities. Once this series is complete, you w...
  6. Upgrading to Enterprise

    Learn how you can upgrade to a FormAssembly Enterprise account.
  7.  E-Signature

    Learn how you can add an e-signature requirement to your forms.
  8. Your Welcome Call

    Learn about FormAssembly's Welcome Calls. A 45-minute call with our customer success team to help get you started on the right foot!
  9. Getting Started with Donation Forms

    Learn how to use FormAssembly to create a donation form for your organization.
  10. Repeatable Fields & Sections

    You can create repeating questions and sections in FormAssembly forms. Repeatable questions allow respondents to give more than one answer. This is useful for forms such as job applications, where an applicant may need to add multiple reference...
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