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Learn how to prefill data into your forms through the URL
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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...
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Learn how to use secure lookup parameters for prefilling
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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...
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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 Salesforce Conn...
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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 organiz...
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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 ...
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Last Updated: 07/22/2026
in Release Notes 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...
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Last Updated: 07/21/2026
in Getting Started
Introduction If you use custom scripts on a payment page, FormAssembly monitors those scripts for unexpected changes. This feature, called Script Integrity Verification, helps protect your respondents' payment card data by alerting you when a scr...
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Last Updated: 07/21/2026
in Release Notes
IMPROVEMENTS Improved reliability of Salesforce connector OAuth token handling to reduce authorization errors when multiple form submissions or connector calls refresh the same token at once. Note: FedRAMP Environment notes only apply to accou...