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Learn about Record Type IDs
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In general, FormAssembly does not have access to Salesforce Auto-Numbering, Formula, and Lookup fields. This is due to Salesforce's API and the types of fields that FormAssembly can access. However, there are occasional situations where these fi...
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Learn about Household Objects
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Learn about using the "Like" operator in the Salesforce connector
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Learn how to use FormAssembly formulas for dynamic form processing
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Learn how to use a Skip-if formula in the Salesforce Connector
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Learn about Salesforce Connector trigger options
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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 organi...
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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...
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Learn How to Create Dependent Objects