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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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Learn how to connect to your Salesforce account from your FormAssembly connector
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Overview Salesforce allows 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 into Sal...
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Learn how to use FormAssembly's Lightning Component to add a form to your Salesforce Community.
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Learn how to install FormAssembly on the Salesforce AppExchange
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Last Updated: 10/02/2026
in Publishing Forms Learn how to publish your FormAssembly form using a server-side script (API)
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Last Updated: 10/02/2026
in Style Your Forms
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...
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Last Updated: 10/02/2026
in FormAssembly Admin Guide Learn how to transfer to a new FormAssembly enterprise administrator
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Learn how to manage templates from the admin dashboard