Updated Articles

  1. Salesforce Single Sign-On (SSO) Email Verification

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The FormAssembly AppExchange App
    Learn how to verify your FormAssembly account for Salesforce Single Sign-On.

  2. Creating Tasks in Salesforce with FormAssembly

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Introduction Tasks allow you to track activities as a to-do list in Salesforce. You can relate tasks to records for leads, contacts, campaigns, contracts, and more! Tasks are assigned to specific Salesforce users and can be either single or recurri...

  3. Link Records in Salesforce with Lookup Relationship Fields

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to link multiple records within Salesforce

  4. Skip Salesforce Connector Steps when No Payment is Made

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to skip a step in your Salesforce connector when no payment is made.

  5. Record Type IDs

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn about Record Type IDs

  6. Salesforce Auto-Number, Formula, and Lookup Fields

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    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...

  7. Households in Salesforce

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn about Household Objects

  8. Sending a Form Upload to Salesforce Files

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to send uploads to Salesforce Files

  9. Using the "Like" Operator in the Salesforce Connector

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn about using the "Like" operator in the Salesforce connector

  10. Smart Processing with Formulas

    Last Updated: 05/06/2024 in Form Options and Features FormAssembly Formulas
    Learn how to use FormAssembly formulas for dynamic form processing
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