Between faster reporting, smoother save-and-resume handling, and a clever trick from our Support team, there’s a lot happening beyond the form this month. Here’s what you need to know.
Product Pulse: What’s new on the platform this month
Faster report loading for large forms
If you’re working with forms that collect a high volume of responses, you’ll notice report pages loading faster this month thanks to a new sort column behind the scenes. That’s one less thing slowing you down when you need your data fast!
Clearer handling for save-and-resume links
We also fixed an issue where automated link-checkers could accidentally trigger a form’s workflow and lock out real respondents trying to resume where they left off. If you’ve seen a “cannot acquire lock” error, it should now resolve faster and come with a clearer message.
Plus a few fixes under the hood:
- Webhook data now handles special characters correctly
- Failed file uploads now surface clearly to respondents instead of silently succeeding
- A SAML/CAS connector error has been resolved
As a reminder, our full release notes are always in the Help Center.
From Support: Resources, tips, and highlights from our Support team
Connecting to Salesforce
If your forms connect to Salesforce, this tip’s worth knowing: Salesforce only allows five active connections per user for FormAssembly. Each time you click “Connect to Salesforce,” whether for a connector, a workflow, or a dynamic picklist, you use one of those five. When you go over this limit, Salesforce quietly drops the oldest active connection, and that’s usually when a form that was working fine suddenly isn’t.
The good news is it’s easy to avoid:
- Reuse, don’t reconnect. When you set up something new, choose an existing connection from the list instead of connecting again.
- Check before you reauthorize. If you need to reauthorize, check Settings > Manage Connections in Salesforce first to see how many active connections you already have.
- Coordinate shared Salesforce logins. If several people on your team sign in with the same Salesforce user, work out who connects and when.
We’ve put helpful details in our updated guide: Salesforce Connection Best Practices. If anything looks off in your account, just reach out. We’re always happy to take a look with you.
Preventing duplicate Salesforce records
Keep this trick in mind: if you’re routing form submissions into Salesforce campaigns, use a hidden field to capture a campaign member ID, look it up via a connector step, and add a conditional check before the submission completes. If a match is found, route that respondent to a friendly “You’re already registered” page instead of creating a duplicate. This is a small setup that saves real cleanup work down the line.
Knowledge Corner: Training, webinars, and learning resources
Register now for our October training
FormAssembly + Salesforce Flow: An Introduction is happening October 22 at 2:00pm ET. Learn how a FormAssembly submission can trigger Salesforce Flow automation the moment a record is created or updated.
Join us for an inspirational session
Doing Good with Data: How Time Technology Built a Personalised Story Generator for ESL Students kicks off Wednesday, October 21 at 10:00am ET. Our partner built an innovative form to help ESL teachers generate unique short stories and comprehension questions for students. The stories and questions are personalized in real time using Salesforce data referencing the students reading level and background details. Hear their story and see how it was built!
On-demand now
FormAssembly + Salesforce: Back to the Basics. Did you miss September’s training session on core Salesforce connector techniques? The recording’s ready whenever you are.
Click here to check out the on-demand training webinar, “FormAssembly + Salesforce: Back to the Basics”.
Customer Spotlight: Use cases, stories, and ideas from the FormAssembly community
$50,000 in savings for UNT
From legacy card swipes to 5-second check-ins: how UNT reimagined student event check-ins.
When the University of North Texas’s aging card-swipe check-in system became unmaintainable, the Division of Student Affairs needed something that could do more, like capture event goals, report on outcomes, and let any department run its own events without IT involvement.
Commercial alternatives started at $50,000 (!) so UNT built something better with FormAssembly instead.
UNT created a workflow where any staff member can spin up a new event in 30 seconds. No Salesforce or FormAssembly license required! Even better, students can check in in about five seconds flat, by card swipe, QR code, or SSO login.
During First Flight Week, UNT’s annual student orientation event, thousands of incoming students check in by scanning a single QR code on-screen.
Today, 2,200+ events have run through the system in just over a year, and UNT saw more than $50,000 in savings compared to the next-best alternative.
Read the full story to learn more about how the UNT team is using FormAssembly. You might find some inspiration (and cost savings) yourself!
Enjoying FormAssembly? Tell other teams on G2.
Honest reviews from admins and builders like you help other teams decide whether FormAssembly is the right fit. If you can spare a few minutes, share your experience on G2 via a quick review, and help others who are considering going beyond the form.
