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Last Updated: 06/18/2024
in Getting Started
Introduction FormAssembly and Salesforce are a match made in heaven. With FormAssembly’s simple, yet powerful data collection and Salesforce’s robust CRM, your data is in good hands! Your FormAssembly forms can work with Salesforce in...
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Learn how to use FormAssembly's Lightning Component to add a form to your Salesforce Community.
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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...
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Learn how to connect to your Salesforce account from your FormAssembly connector
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Disclaimer : This article describes a use case provided by a FormAssembly user. FormAssembly is unable to guarantee the behavior of 3rd-party applications. Overview This article describes how to create an integration with Zapier and FormAssem...
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Learn about predefined content administration from the admin dashboard
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Learn how to resolve common Salesforce connector issues
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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 prefilled or d...
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Last Updated: 05/31/2024
in FormAssembly Admin Guide Learn what steps to take now that you've upgraded to an enterprise FormAssembly account
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Last Updated: 05/31/2024
in Release Notes
Changes & Bugfixes Form response PDF attachments should now display clearly with no text overlay. Dynamic picklist field values should now load successfully regardless of the number of repeatable sections added by a respondent. Notifi...