How to Maintain Security in Salesforce Data Collection Workflows

Data security should be one of your main priorities if you collect, store, and manage personal information. Protecting data is especially important if your Salesforce data collection workflows integrate with multiple tools, such as a web form builder or payment system. Many regions and industries have strict data privacy laws

Read More

The New Age of Data Collection is Here: Welcome to FormAssembly Workflow

A streamlined workflow is an integral part of business process automation. A big part of this is efficient data collection with Salesforce and other related products. Recently FormAssembly introduced Workflow as part of their product to take data collection to the next level. I have been a FormAssembly user for

Read More

How to Use FormAssembly Workflow for Data Collection Process Automation

Workflow automation has become an increasingly popular topic for organizations looking to streamline processes, reduce employee burnout, and save time and resources. Automation is especially important for data collection processes using web forms, no matter the business or industry. Clean, automated data collection is what drives organizations to make smarter

Read More

Improve Your Data Collection Strategy with Web Forms

Does your organization have a solid data collection strategy in place? If not, the lack of one can be felt at almost every organizational level. Healthy data collection processes can impact multiple areas of business, including: Internal team communication Administrative and business processes Data visibility and transparency Payment processing Customer

Read More

Association of a Visitor Cookie to a Prospect Record

Visitors are unidentified individuals who visit your website through a search engine, referral or direct visit. These visitors can provide anonymous data to you, in the form of page views, time on page (duration) and other metrics; yet, these visitors are unreachable by marketing people. On the other hand, prospects

Read More