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Getting Started
Using the Form Builder
Form Options and Features
FormAssembly Workflow
Style Your Forms
Connectors & Integrations
Publishing Forms
Reporting and Responses
FormAssembly Accounts and Services
Troubleshooting and Errors
Use Cases
FormAssembly Admin Guide
Release Notes
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Getting Started
Using the Form Builder
Form Options and Features
FormAssembly Workflow
Style Your Forms
Connectors & Integrations
Publishing Forms
Reporting and Responses
FormAssembly Accounts and Services
Troubleshooting and Errors
Use Cases
FormAssembly Admin Guide
Release Notes
Home
Glossary
AI Assisted Search
Learn About FormAssembly's Support and Services
Getting Started
FormAssembly Quick Start Guide
Introducing the Form Builder
Introducing the Forms Page and Forms List
Build Forms in Seconds with the Template Library
FormAssembly and Salesforce
Best Practices when Building Forms
Best Practices in Web Form Security
FormAssembly Support and Services
Popular Features Overview
Classes and Webinars
FormAssembly Mobile App
Using the Form Builder
Create your First Form
Form Builder Version
Why is My Form Under Moderation?
Add & Edit Content
Add Fields and Sections
Add Text and Images
Edit the Submit Button
Predefined Content
Editing Tools
Multiple Choice Fields and Autosuggest
Embedding Videos within Forms
Validation Rules for Date/Time Predefined Content Field
Editing HTML Sections
Address Autocomplete
AI Assist
Form Layout
Form Name & Form Title
Reorder Your Fields
Progress Bar
Field Layout, Matrix, Likert Scales, Grids, & Columns
Field Label Positioning
Resize Input Boxes & Labels
Multi-Page Forms
Page Navigation
Add Whitespace and Line Breaks to a Form
Field Options
Validation Rules
Date Validation
File Type Upload Control
Field Hints / Contextual Help
Add Text Around Fields
Conditional Questions
Menu Dependencies
Default Values
Repeatable Fields & Sections
Form Calculations
Access Control
Using JavaScript on a Form and Within Calculations
Sensitive Data
Hyperlink text
Images in Fields
Loqate Field Validations
Autocomplete
Form Building Tips
Quick Start Guide
Best Practices for User Friendly Forms
Preview, Save, & Publish
Use Auto-Save to Recover an Unsaved Form
Form Contact Information and GDPR Rights Link
The Form Audit Logs
Form Options and Features
Configure Your Forms
Form Language
Dataset List
Form Processing
Save & Resume
Form Availability
Review Before Submit
SSL Encryption / Secure Form
E-Signature
CAPTCHA and reCAPTCHA
Akismet Spam Filter
Enable IP Anonymization for Form Respondents
The Notifications Page
Thank You Page or Redirect
Notifications and Auto-Responder
Conditional Email Notifications
Response Aliases
Email Notification Security and Authentication
Setting up Custom Redirect Formulas and Nesting @IF() Statements
Collaboration Options
Form Collaboration
FormAssembly Formulas
Smart Processing with Formulas
Formula Functions Quick Reference
Formulas for Common Uses
Generic Aliases
Object Alias
Formula Troubleshooting
FormAssembly Functions Update - What To Expect
FormAssembly Workflow
FormAssembly Workflow Builder
FormAssembly Workflow Setup
Workflow Step - Collect a Form Response
Workflow Step - Conditional Ruleset
Workflow Step - Go To Step
Workflow Step - Add a Connector
Workflow Step - Send an Email
Workflow Step - Page Redirect
Workflow Step - Approval
Workflow Responses
Workflow Assignments
Workflow Collaboration
Setting Up Legacy Workflows
Style Your Forms
Theme Editor v2
Advanced Branding: Add a Header and Footer
Custom CSS
Advanced Branding: Change Browser Tab Icon
Mobile Responsiveness Tips
Theme Customization Controls
Theme Retirement
Styling PDFs
Connectors & Integrations
Connector Timeline
Salesforce Form Import Tool
Resend Response
Connector Log
Salesforce
Get Started with Salesforce
The Salesforce Connector
Connecting to Salesforce
Look Up an Existing Salesforce Record
Create a New Salesforce Record
Update an Existing Salesforce Record
Testing your Forms and Salesforce Connectors
Creating Salesforce Attachment Records
FormAssembly API Calls when Using the Salesforce Connector
Field Mapping & Required Fields
Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes
Repeatable Fields & Sections with Salesforce
Linking Records in the Salesforce Connector
Create Dependent Objects
Sending Response PDFs to Salesforce
The Salesforce Save Connector
Reauthenticate your Salesforce Connector
Connector Options & Triggers
Using the "Like" Operator in the Salesforce Connector
Sending a Form Upload to Salesforce Files
Households in Salesforce
Conditionally Create or Update Records in Salesforce: Skip-if Formula
Salesforce Auto-Number, Formula, and Lookup Fields
Record Type IDs
Skip Salesforce Connector Steps when No Payment is Made
Working with Salesforce Notes & Enhanced Notes
Link Records in Salesforce with Lookup Relationship Fields
Creating Tasks in Salesforce with FormAssembly
Salesforce Marketing Cloud: ExactTarget
ExactTarget Prefill Connector
SFMC: ExactTarget Connector
IP Whitelisting for FormAssembly
The FormAssembly AppExchange App
AppExchange
FormAssembly Lightning Component
Salesforce Single Sign-On (SSO) Email Verification
The Salesforce Nonprofit Success Pack (NPSP)
Salesforce API User
FormAssembly and Salesforce Shield
Dynamic Picklist (v2)
HTTPS Connector
HTTPS Connector Setup
AWeber Integration
CapsuleCRM Integration
GoToWebinar Integration
MailChimp
Mailchimp Groups
Marketing Cloud Account Engagement (Previously Pardot) Integration
Tray.io Integration
Zapier Integration
Google Integrations
Google Spreadsheets Connector
Payment & Invoicing Connectors
Which Payment Connector Should I Use?
Authorize.net Connector
Chargent Connector
Using Chargent with the Orders Package
CyberSource Connector
FreshBooks Connector
PayPal Connector Setup
PayPal Connector Troubleshooting
Stripe Connector
iATS Connector
Skipping Subscriptions or One-Time Charges in a Payment Connector
Getting Started with Donation Forms
Using the Formula Editor within your Payment Connectors
Using Connector Labels for your Payment Connectors
Automatic Validation in Payment Connectors
Repeated Fields in Payment Connectors
Create a 4 Digit CVV Code for American Express Cards and Accept Leading Zeroes
Payment Connectors and Email Notifications
SCA and the Stripe Connector
Respondent Authentication
CAS Authentication
LDAP/Active Directory Authentication
SAML with Salesforce
Salesforce Experience Cloud Site
SAML Authentication Setup
Prefill Forms
Prefill Through the URL
Form to Form Prefilling with a Redirect URL
Salesforce Prefill Connector
ExactTarget Prefill Connector
CAS Prefill Connector
Prefill Lookups Using Secure Parameters
LDAP Prefill Connector
Prefill Links with URL Encoding
Prefill Related Objects and Records with the Salesforce Prefill Connector
Adobe Marketo Measure Integration
Working with the FormAssembly API
OnceHub (Previously ScheduleOnce) Integration
Post Redirect Connector
Add HotJar Analytics to a Form
Microsoft Excel Connector
Publishing Forms
Compare Publishing Options
Embed Your Form's HTML
Publish with an iFrame
Use a Server-Side Script (REST API)
WordPress
Facebook
Google Indexing
Using a Custom URL on Your Forms
Preventing Spam Responses
Quick Publish for Form Publishing
Reporting and Responses
Reports
My Responses
Export Data
Incomplete Responses
Response Volume Limits
Completion Rate Information
Search All Reports
Form Analytics
FormAssembly Accounts and Services
Account Issues
General Settings
Adding and Updating Payment Methods
Updating Your Plan and Password
Your Contact Details
Grant Access Feature for Enterprise Users
General Data Protection Regulation (GDPR) Form Compliance
Troubleshooting and Errors
Salesforce Connectors Troubleshooting
New Salesforce Fields
Dates and Dashes Issues in the Salesforce Connector
Find Records in Salesforce
State and County Picklists
Salesforce Assigns a Different Owner ID
Salesforce Rich Text Fields (WYSIWYG)
Salesforce Common Errors
INVALID_LOGIN Error
No Selected Contact Error
INVALID_OPERATION
INVALID_FIELD
REQUEST_LIMIT_EXCEEDED
Entity is deleted
xsd:date Error
Well-formed character data or markup
INVALID_QUERY_FILTER
Salesforce Error: Required Fields are Missing
Salesforce Error: "CampaignMember - entity type cannot be inserted"
Salesforce Error: Data value too large
Salesforce Error: Failed to trigger a flow
Salesforce Error: "ID Value of Incorrect Type"
Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."
Salesforce Error: Is not a valid value for the type xsd:double
Salesforce Error: Bad value for restricted picklist
Salesforce Error: Cannot specify ID in an insert call
Salesforce Error: Use one of these records?
Publishing Troubleshooting
WordPress Troubleshooting: curl_setopt() Error
Common Stripe Error Messages
PayPal Error Codes
Export Troubleshooting
Troubleshooting Your Custom CSS
How to Resolve "Cannot send message without a sender address" Error
Error: "This response has already been processed"
Locked Connector
Formatting Issues in Field Labels
Use Cases
FormAssembly Use Cases
Create a Form for Multiple Audiences
Use Case: Create Lead or Update Contact
Use Case: Campaign Members
Use Case: Create a Chatter Post in Salesforce and Include a File
Use Case: Create a Salesforce Service Cloud Case
Use Case: Allow Respondents to Update Salesforce Records
Custom Use Cases
Dynamically Prefill Forms with Salesforce Data
Publishing API
Style an Individual Element
Use Case: Require a Maximum Number of Checkboxes
Add Discount Codes to a Form
Generate Latitude and Longitude With Google Maps API
FormAssembly Admin Guide
Upgrading Your FormAssembly Plan
I've upgraded to Enterprise. What's next?
New FormAssembly Administrator
FormAssembly Licensing and Plans Update FAQ
User Management
User Management and Licensing
Legacy User Administration
User Groups
Form Moderation Administration
Role Permissions
Forms Management
Form Transfer Tool
Branding & Style Administration
Form Administration
Predefined Content Administration
Template Administration
Form Builder Version Administration
Creating a New Theme in Form Builder 5
Manage Identity Providers for Forms
Managing FormAssembly
Application Settings
Custom Domains
Data Retention - Deleted Responses
Data Retention - Purge Settings and Logs
Grant Access Feature for Enterprise Administrators
IP Anonymization
Managing Support Email Requests
Message Administration
Public Announcement Administration
Registering Third Party Apps for Enterprise Admins
Secure File Scan
Release Notes
Updated Articles
Prefill Related Objects and Records with the Salesforce Prefill Connector
Last Updated: 09/10/2021
in
Connectors & Integrations
Prefill Forms
Overview You can use the Salesforce Prefill Connector to prefill a form with values from related objects and records using only one parameter in the URL. This can be helpful for creating a short and simple URL while still maintaining complex...
Prefill Links with URL Encoding
Last Updated: 03/29/2021
in
Connectors & Integrations
Prefill Forms
Learn how to use URL encoding to fix a prefilling link that is breaking as a result of special characters.
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