Updated Articles

  1. Use the FormAssembly Lightning Component in Salesforce Experience Cloud

    Learn how to use FormAssembly's Lightning Component to add a form to your Salesforce Community.
  2. Use FormAssembly in Salesforce

    Learn how to install FormAssembly on the Salesforce AppExchange
  3. Use a Server-Side Script (REST API)

    Learn how to publish your FormAssembly form using a server-side script (API)
  4. Styling PDFs

    Introduction With our new PDF features, we have also included the ability to define, at the account or admin level, custom headers and footers for your generated PDFs using HTML and CSS. When defined, these will display on every page of the PDF e...
  5. Transitioning to a New FormAssembly Administrator

    Learn how to transfer to a new FormAssembly enterprise administrator
  6. Template Administration

    Learn how to manage templates from the admin dashboard
  7. Registering Third Party Apps for Enterprise Admins

    Learn how enterprise admins can register 3rd party apps.
  8. Managing Support Email Requests

    Overview By default, using the in-app option to "open a support request" will send a support request to FormAssembly's support team. This is true for all enterprise users and administrators. Requirements Team Enterprise ...
  9. Use Case: Send a Custom Date to a Salesforce Date Field

    Overview When sending a custom date from FormAssembly to Salesforce, it is important to consider the type of Salesforce field receiving the value. The commonly used @YMDNOW() formula returns an ISO 8601 Date/Time string . While this...
  10. Conditional Email Notifications

    Learn how to send conditional email notifications to members of your organization based on form responses.
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