Updated Articles

  1. Using the "Like" Operator in the Salesforce Connector

    Learn about using the "Like" operator in the Salesforce connector
  2. Smart Processing with Formulas

    Learn how to use FormAssembly formulas for dynamic form processing
  3. Conditionally Create or Update Records in Salesforce: Skip-if Formula

    Learn how to use a Skip-if formula in the Salesforce Connector
  4. Connector Options & Triggers

    Learn about Salesforce Connector trigger options
  5. 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 organi...
  6. Sending Response PDFs to Salesforce

    Introduction When setting up your Salesforce Connector, you can choose to send a PDF of the response to Salesforce. This feature supports all Salesforce Objects, including Attachments, ContentVersion (Files), and more.  Contents of the PDF incl...
  7. Create Dependent Objects

    Learn How to Create Dependent Objects
  8. Repeatable Fields & Sections with Salesforce

    Learn About Working with Repeatable Fields & Sections with Salesforce
  9. Create a New Salesforce Record

    Learn how to create a new Salesforce record from a form submission
  10. Field Mapping & Required Fields

    Learn about field mapping within the Salesforce connector
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