Updated Articles

  1. Create a Secure Salesforce API User

    Learn about configuring Salesforce API users
  2. Salesforce Dynamic Picklist (v2)

    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...
  3. 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...
  4. Incident: 9/16/26 Global Salesforce Outage

    Note:  Not all FormAssembly accounts were affected by the recent outage. Impacted accounts have received an email from FormAssembly support. What happened During the recent Salesforce disruption, some Salesforce Connector authorizations in Fo...
  5. Release 5.201

    NEW FEATURES & IMPROVEMENTS Document Generation now preserves existing field mappings when you update a template, as long as the tag names stay the same. No more re-mapping every field after a cosmetic edit. Improved Romanian language translat...
  6. Release 5.200

    BUG FIXES Fixed an issue that could cause a 504 error when refreshing the schema or pulling in objects for a Salesforce connector. Fixed an issue where after-submit connectors and email notifications could run multiple times (2–3x) on a sing...
  7. Data Retention - Purge Settings and Logs

    Learn how to purge response data from the admin dashboard
  8. Stripe Workflow Connector

    Overview The Stripe Workflow Connector routes respondents to your Stripe Checkout page. Here, your respondents enter credit card and customer details directly within Stripe; payment fields are not required  within the workflow or in the connecto...
  9. Search All Reports

    Overview Searching responses for each form can be tedious if you're trying to locate a certain piece of information and you're unsure of which form it may be in. Use the Search All Reports Reports to locate response data from all forms at once. Ple...
  10. Application Settings

    Learn about FormAssembly application settings from the admin dashboard
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