Updated Articles

  1. Dynamic Picklist (v2)

    Overview Salesforce Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the field is clicked by a respondent (unless there is a configured prefille...
  2. Get Started with Salesforce

    Learn how to get started with FormAssembly's Salesforce Connector
  3. Connecting to Salesforce

    Learn how to connect to your Salesforce account from your FormAssembly connector
  4.  Form-native Salesforce Prefill Connector

    Learn how to use the Salesforce Prefill Connector
  5. WordPress

    Learn how to publish and embed your FormAssembly form on a Wordpress site.
  6. Release 5.100

    Changes & Bug fixes Infrastructure updates pertaining to Advanced Document Generation ...
  7. Replay

    Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...
  8. Email Notifications and Auto-Responder

    Learn about form notifications and setting up FormAssembly's Auto-Responder to send out automatic emails when forms are submitted.
  9. Google Drive Connector

    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 inte...
  10. Google Drive Connector

    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 inte...
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