Updated Articles

  1. Release 5.195

    BUG FIXES Fixed an issue where testing an account-level SAML SSO configuration with Azure AD (Entra ID) would always fail validation, even when the connection was correctly configured and SSO sign-in worked as expected. Improved the SAML sign-...
  2. Release 5.194

    IMPROVEMENTS We've made Salesforce connections more resilient under heavy usage: Improved reliability when multiple workflows, connectors, or datasets share the same Salesforce authorization at the same time, reducing cases where a connection co...
  3.  Prefill Through the URL

    Learn how to prefill data into your forms through the URL
  4. URL Parameters

    Overview Variables can now be created at the start of a workflow and automatically set using URL Parameters. Once initialized, these variables can be mapped or used throughout the workflow to drive dynamic behavior in Connectors, prefill fields...
  5. Prefill Lookups Using Secure Parameters

    Learn how to use secure lookup parameters for prefilling
  6. Use Case: Launch Prefilled Forms from a Salesforce Button

    Overview Salesforce users often need to collect additional information related to an existing Account without asking users to re-enter data that's already stored in Salesforce. By adding a prefilled form as a custom button on the Account record...
  7. Salesforce Workflow Connector

    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...
  8. Reauthenticate your Salesforce Connector

    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 organiz...
  9. Salesforce OAuth Token Limit

    Overview In Salesforce, there can be only 5 active OAuth tokens for a given Salesforce user/service combination. A new token is generated each time you select " Connect to Salesforce " or " Reauthorize " on the External Authorizations page and log ...
  10. Release 5.193

    NEW RELEASES AND IMPROVEMENTS Released Script Integrity Verification for payment forms. If a form owner uses custom scripts on a payment page, those scripts are now monitored for unexpected changes, with form owners being notified when changes ar...
Terms of Service · Privacy Policy