Updated Articles

  1. Record Type IDs

    Learn about Record Type IDs
  2. Salesforce Auto-Number, Formula, and Lookup Fields

    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...
  3. Households in Salesforce

    Learn about Household Objects
  4. Using the "Like" Operator in the Salesforce Connector

    Learn about using the "Like" operator in the Salesforce connector
  5. Smart Processing with Formulas

    Learn how to use FormAssembly formulas for dynamic form processing
  6. Conditionally Create or Update Records in Salesforce: Skip-if Formula

    Learn how to use a Skip-if formula in the Salesforce Connector
  7. Connector Options & Triggers

    Learn about Salesforce Connector trigger options
  8. Reauthenticate your Salesforce Connector

    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...
  9. Sending Response PDFs to Salesforce

    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...
  10. Create Dependent Objects

    Learn How to Create Dependent Objects
Terms of Service · Privacy Policy