Updated Articles

  1. Working with Salesforce Notes & Enhanced Notes

    Last Updated: 03/28/2022 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to link Salesforce notes to other contact records.

  2. The Salesforce Save Connector

    Last Updated: 03/28/2022 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to create and update Salesforce records when a form is saved.

  3. Linking Records in the Salesforce Connector

    Last Updated: 03/28/2022 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to link records in the Salesforce connector

  4. Update an Existing Salesforce Record

    Last Updated: 03/28/2022 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to Update an Existing Salesforce Record

  5. Look Up an Existing Salesforce Record

    Last Updated: 03/28/2022 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to create a lookup in your Salesforce connector.

  6.  Classes and Webinars

    Last Updated: 03/10/2022 in Getting Started
    FormAssembly Classes The FormAssembly Knowledge Team regularly presents classes that are meant to provide our users with an introduction to form building, the Salesforce Connector, form management possibilities, and more. You can view some of our ...

  7. Payment Connectors and Email Notifications

    Last Updated: 03/07/2022 in Connectors & Integrations Payment & Invoicing Connectors
    Learn how to create custom email notifications for forms that are processing payments.

  8. Create a 4 Digit CVV Code for American Express Cards and Accept Leading Zeroes

    Last Updated: 03/07/2022 in Connectors & Integrations Payment & Invoicing Connectors
    Learn how to create a 4-digit CVV code for American Express cards.

  9. Repeated Fields in Payment Connectors

    Last Updated: 03/07/2022 in Connectors & Integrations Payment & Invoicing Connectors
    Learn how you can use repeated fields in your payment connectors.

  10. Automatic Validation in Payment Connectors

    Last Updated: 03/07/2022 in Connectors & Integrations Payment & Invoicing Connectors
    Learn how our payment connectors will automatically validate the fields you have mapped.
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