SALESFORCE ADMINS

Intelligent Forms and Workflows Tailored for Salesforce Admins

With FormAssembly Atlas, you can build forms, automate workflows, and control Salesforce data with more speed, intelligence, and enterprise-grade governance.

The trusted solution for Salesforce forms

Seamless integration for Salesforce admins

Eliminate silos and manual hand‑offs. FormAssembly Atlas integrates directly with Salesforce so data flows the way you expect it to. Prefill forms with existing records, trigger Chatter posts, route attachments, and auto‑create or update records all from one interface.

Built‑in data quality and automation

Your role is data reliability, not manual cleanup. With Atlas, you gain validation controls, dynamic picklists synced from Salesforce, and automated workflows that turn form responses into structured, actionable records.

Governance, complaince and security you can trust

Your business demands control. And Atlas delivers. Role‑based access, SAML/CAS/LDAP authentication, end‑to‑end encryption, and compliant workflows help you meet audit standards while empowering your team to move fast.

Web forms built for speed, scale, and accuracy

Say goodbye to bottlenecks and bottlenecked data collection. With FormAssembly Atlas, your forms and workflows can build themselves in just a few simple prompts.

Meet Fai, your
AI assistant

Instantly generate branded, compliant forms and workflows from a simple text prompt—no manual setup or technical expertise required.

Bidirectional Salesforce connector

Seamlessly prefill forms, create or update records, and sync clean, structured data across any standard or custom Salesforce object.

Dynamic picklists

Populate field choices in real time directly from Salesforce, ensuring users always select from current, validated values without manual updates.

Save connector

Automatically capture partially completed forms and push them into Salesforce, so no valuable data is lost—and follow-up can happen without delay.

Unlimited forms and responses

Build and scale without restrictions. Create as many forms and collect as many responses as you need with no usage caps.

Security and authentication

Protect sensitive data with robust support for enterprise protocols like SAML, CAS, and LDAP—combined with end-to-end encryption, compliance controls, and audit-ready standards.

American Enterprise Institute Logo

“The team clearly saves many hours seamlessly integrating forms with Salesforce for better event/program/constituent management and analytics, and have replaced dozens of spreadsheets, docs, and emails.”

– Meredith Myers, Program Manager, AEI

Read Case Study