-
If your forms send data to Salesforce or pull data from it, your Salesforce connections keep everything running. This guide explains how those connections work, what uses them up, and how to set things up so a working form doesn't suddenly stop co...
-
Overview Send uploaded files from workflow responses directly to a destination Google Drive folder with the Google Drive Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly Workflow. For those in...
-
Learn about form administration from the admin dashboard
-
Introduction From the Collaboration tab in the Workflow Properties Panel, workflow owners may share their workflow with others or transfer workflow ownership to another user. Adding collaborators lets a workflow owner easily share the management ...
-
Learn how you can collaborate and share your FormAssembly forms with other members of your organization.
-
Overview
Organizations often need to collect survey responses and store the results in Salesforce for reporting, follow-up, or other Salesforce processes.
By creating a survey in FormAssembly and configuring the Salesforce Connector, sur...
-
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...
-
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...
-
Learn how to connect to your Salesforce account from your FormAssembly connector
-
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...