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Learn how to use a Skip-if formula in the Salesforce Connector
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Learn about Salesforce Connector trigger options
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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 o...
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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...
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Last Updated: 05/06/2024
in Style Your Forms Introduction With our new PDF features, we have also included the ability to define at the account or admin levels, custom headers and footers for your generated PDFs by using HTML and CSS. When defined, these will display on every page of the PDF ...
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Learn How to Create Dependent Objects
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Learn About Working with Repeatable Fields & Sections with Salesforce
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Learn how to create a new Salesforce record from a form submission
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Learn about field mapping within the Salesforce connector
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Learn more about the API calls FormAssembly makes when using the Salesforce Connector.