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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...
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Last Updated: 04/10/2025
in Release Notes
Changes & Bug fixes Chat support is available through a new platform. Fix for specifying timeout on each purge job. Fixed an error when trying to purchase an item with Tax applied when Cybersource Connector is used. Fixed an issue wher...
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Learn how to use the Cybersource connector to process payments
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Introduction Combine a customized template with Workflow’s Document step to create and distribute dynamic PDFs incorporating form response data. This article covers the basics of tagging your document template and the steps to configure the Docum...
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Overview As an administrator of your FormAssembly instance, you can add, deactivate, restore, or edit users. You are also able to set and refine the permissions available to your users. Requirements Must be part of an Essentials plan or abov...
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Introduction
The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this step in the Workflow Builder Map.
This step combines the Auto-Responder and Email No...
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Overview
Salesforce Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the field is clicked by a respondent (unless there is a configured prefille...
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Learn how to get started with FormAssembly's Salesforce Connector
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Learn how to connect to your Salesforce account from your FormAssembly connector
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Learn how to use the Salesforce Prefill Connector