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  • Tag: integrate FormAsembly with Salesforce

    • Streamline Data Collection with Salesforce-Connected Forms

      Posted at 6:18 PM by Rakesh Gupta, on February 8, 2021

      Looking to be more productive in 2021? Entering data into Salesforce manually can be time-consuming, but an online form builder with a powerful Salesforce integration can be extremely helpful in improving your organization’s overall efficiency. 

      With a Salesforce-connected online form builder and data collection platform like FormAssembly, organizations in all industries can avoid time-consuming Salesforce processes. With FormAssembly’s Salesforce connector, users can:

      • Prefill forms with data from Salesforce for a streamlined user experience
      • Create, update, or lookup standard and custom objects
      • Create Chatter posts
      • Use multiple choice questions that load options from Salesforce
      • And more!

      The best part of FormAssembly is that it’s easy to use and customize your online forms according to your needs. Premade form templates and a drag-and-drop interface make it easy to get started, even without the help of IT. 

      Ready to streamline Salesforce data collection at your organization? Check out some of FormAssembly’s helpful resources and upcoming webinars listed below!

      Resources for better data collection

      FormAssembly’s extensive resource library, webinars, and classes are great ways to expand your data collection knowledge and get more out of Salesforce. Here are some of FormAssembly’s upcoming webinars in February 2021:

      How to Be a Successful IT Leader in 2021

      February 19, 2021, 12 p.m. EST

      The rules for IT are changing, and being an IT leader in 2021 comes with new threats and requires a new set of skills. Join leaders on FormAssembly’s IT team as Read the rest of this entry!

      Posted in Guest Blog | 0 Comments | Tagged Custom Web-to-lead, FormAsse, FormAssembly, FormAssembly Webinar, FormTitan, integrate FormAsembly with Salesforce, Integrate Web-to-lead with Salesforce
    • [App Review] Use FormAssembly to Eliminate Manual Data Entry & Streamline Processes in Salesforce

      Posted at 2:27 PM by Rakesh Gupta, on April 30, 2020

      Entering data from customers or prospects into Salesforce manually can cause a huge burden. By shifting away from manual data entry, you’d be able to save time and focus on other important tasks. But what is the best way to do that?

      If you’re a Salesforce user who needs a more efficient way to process your data, Salesforce-connected web forms are a great option. Just imagine: You’re able to quickly and easily build attractive, user-friendly web forms, and you’re able to create and update Salesforce records based on your customers’ responses—without spending a ton of time on manual data entry. It’s possible! 

      There are a number of ways through which you can integrate a form on your website with Salesforce. As always, there are pros and cons associated with each of the above options:

      1. Web-to-lead/web-to-case allows you to only capture up to 500 new leads per day from your website. 
      2. Web-to-lead/web-to-case, furthermore, has one-way integration with Salesforce. It means they can only pass the data to Salesforce. For example, once a case is submitted through web-to-case, you can not allow your clients to view all existing open cases and update their status. 
      3. Web-to-lead/web-to-case, last but not least, can create records on Lead and Case objects respectively. However, if you want to capture data on any other object then you have to consider Force.com site (including Visualforce page, Apex, and Visual Workflow experience). Here is an example of a Force.com site form https://rakeshistom2-developer-edition.gus.force.com/SalesforceIDConverter/
      4. Features, such as E-signature before submitting a file, are not available out-of-the-box. To achieve such productivity, high-level developer skills are needed.

      Introducing FormAssembly – easy to access, populate and update records in Salesforce via online forms

      Thousands of Salesforce users love FormAssembly for this specific purpose. FormAssembly is an all-in-one web form builder and data collection platform that helps organizations in every industry do more with their data. The platform’s drag-and-drop form builder, robust Salesforce integration capabilities, and high standards of security and compliance make it a smart choice for any Salesforce user who is looking to streamline complex workflows.

      Automation Champ guest blog image

      FormAssembly can be used to create all types of forms for a wide range of use cases, including payment forms, volunteer application forms, and feedback forms, to name a few. FormAssembly’s powerful Salesforce integration also allows users to create or Read the rest of this entry!

      Posted in App Review | 0 Comments | Tagged Connect Forms with Salesforce, Connect Payment Gatway with Salesforce, Connect Third party Forms with Salesforce, FormAsembly, FormTitan, integrate FormAsembly with Salesforce, integrate forms with Salesforce, integrate some forms with Salesforce, Open Salesforce data for guest user, Open Salesforce data without license, open Salesforce data without login, populate records in Salesforce via online forms, update records in Salesforce via online forms, use form and payment gateway with Salesforce
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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