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Last Updated: 10/15/2020
in Getting Started Learn how to use FormAssembly's templates to get started quickly!
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Last Updated: 10/14/2020
in Notifications Email Notification Security and Authentication FormAssembly adheres to common best practices when sending emails including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresse...
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Learn how to manage templates from the admin dashboard
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Learn how to install FormAssembly on the Salesforce AppExchange
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Overview
SAML (or Security Assertion Markup Language) for FormAssembly users is a method for ensuring that data transmissions are secure. Enterprise users can currently request for SAML Single Sign On to be enabled on their instance. This...
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Last Updated: 09/30/2020
in Connectors & Integrations Learn how to resend a response through a connector
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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...
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Learn how to send uploads to Salesforce Files
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Learn how to start prefilling from Salesforce
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Last Updated: 09/18/2020
in Build Forms Field Options Adding text around a field can be helpful when you need something displayed before a value. For example, you can add $ before a numeric value on a form. Steps To add text around a field: Select the field. Select the Options button. Select ...