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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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Overview In Salesforce, there can be 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 ...
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Last Updated: 07/22/2026
in Release Notes NEW RELEASES AND IMPROVEMENTS Released Script Integrity Verification for payment forms. If a form owner uses custom scripts on a payment page, those scripts are now monitored for unexpected changes, with form owners being notified when changes ar...
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Last Updated: 07/21/2026
in Getting Started
Introduction If you use custom scripts on a payment page, FormAssembly monitors those scripts for unexpected changes. This feature, called Script Integrity Verification, helps protect your respondents' payment card data by alerting you when a scr...
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Last Updated: 07/21/2026
in Release Notes
IMPROVEMENTS Improved reliability of Salesforce connector OAuth token handling to reduce authorization errors when multiple form submissions or connector calls refresh the same token at once. Note: FedRAMP Environment notes only apply to accou...
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Last Updated: 07/21/2026
in Release Notes BUG FIXES Fixed an issue where the Dynamic Picklist modal returned no results when a test value contained punctuation. Fixed an issue where APP customers building v2 workflows lost access to the workflow after leaving the builder. Fixed a crash ...
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Last Updated: 07/21/2026
in Release Notes NEW FEATURES & IMPROVEMENTS The licensing Usage tab now accurately reflects purchased, consumed, and available license counts. Exported workflow response files now include a direct link to each response record. Deleted workflows accessed via the...
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Last Updated: 07/21/2026
in Release Notes
NEW FEATURES & IMPROVEMENTS Admins can now view all workflows on their instance in a new paginated, sortable Workflows list in the Admin Dashboard. Workflow response access is now based on collaboration role — Auditors, Managers, and Owners can...
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Last Updated: 07/21/2026
in Release Notes BUG FIXES Fixed an issue where SAML metadata imports could fail to capture the IDP signing certificate when the metadata file contained multiple signing certificates. Fixed an intermittent issue causing 502 errors on some form pages, including vi...