The FormAssembly Blog
Tutorials, tips, and tricks for secure, streamlined data collection, how to build web forms, and more.
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What I’m Looking Forward to at NorCal Dreamin’ 2019
If you’re rounding out your summer traveling with a trip to NorCal Dreamin’, one of many Salesforce community events this year, you have a lot to look forward to. These Salesforce events always feature great networking and learning opportunities, as well as...
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Year of Unlimited Webinar #3: Multiple Salesforce Connectors on a Single Form
We’re half-way through the Year of Unlimited and still committed to bringing you webinars that address all aspects of how FormAssembly allows users to see unlimited success. If you haven’t had a chance to attend one of these webinars yet, you’ll have several other...
read more![[Infographic] HIPAA Compliance Checklist](https://www.formassembly.com/content/uploads/2019/06/HIPAA-Compliance-Checklist_blog-header-400x250.jpg)
[Infographic] HIPAA Compliance Checklist
HIPAA compliance is likely a familiar topic to you if you work in a healthcare organization that is located in or operated in the U.S. To avoid hefty fines related to handling and processing protected health information, it’s vital that you follow the requirements of...
read more
Here’s How We Keep Professional & Premier Plans Secure
Though FormAssembly’s Enterprise and Compliance Cloud plans offer higher levels of online form security and compliance built for industries with stricter requirements such as healthcare, FormAssembly Professional and Premier plans are also secure. No matter what plan...
read more![[Webinar Recap] Form Review Masterclass #2: Payment Forms & Integrations](https://www.formassembly.com/content/uploads/2019/06/Form-Review-Webinar-2-Recap_blog-header-400x250.jpg)
[Webinar Recap] Form Review Masterclass #2: Payment Forms & Integrations
This year, the FormAssembly team brought back the Form Review Masterclass webinar series, as it was such a huge success upon its debut. In this series, viewers have a chance to hear from our expert team as they review real customer web form examples. The first Form...
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FormAssembly Funding Press Coverage: Thursday, June 6, 2019
On Wednesday, June 5, 2019, FormAssembly announced a $10 million Series A funding from Level Equity, an investment firm based in New York. This is an exciting win for FormAssembly as it is the first infusion of outside capital since its founding in 2006 by Cedric...
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TechBridge Helps Big Brothers Big Sisters Metro Atlanta Create Vision for Growth with FormAssembly
The Form AdvocatesTechnical Architect (TechBridge Consultant) Nonprofit Advisor and Marketing (TechBridge, former) Case Study Snapshot Through their partnership with Accenture, TechBridge gives an annual Technology Innovation Award that is meant to transform the way...
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Worcester Polytechnic Institute Leverages Web Forms for Event Registration and Beyond
The Form Advocate Director of Undergraduate Enrollment Services Case Study Snapshot Worcester Polytechnic Institute (WPI) was first connected with FormAssembly through the school's partnership with TargetX. At WPI, Undergraduate Enrollment Services encompasses three...
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Oxford Streamlines Data Collection Practices with School-Wide Platform Adoption
The Form Advocate Salesforce Specialist Case Study Snapshot Universal platform adoption with Salesforce has had a significant impact on the University of Oxford Saïd Business School’s student data strategies and workflows. Learn how implementing FormAssembly as the...
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Multnomah County Uses FormAssembly to Achieve Administrative Success in Business Units
The Form AdvocateCertified Salesforce Platform App Builder Case Study Snapshot The IT Salesforce team at Multnomah County works with several municipal departments. The team is tasked with providing quick, well-built apps and solutions that help deliver services to...
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FormAssembly’s Simplicity Provides the Perfect Complement to Cal State East Bay’s CRM Overhaul
The Form AdvocatesMarketing DirectorMarketing CoordinatorManager Student SystemsCase Study Snapshot Prior to choosing an effective CRM platform, campus staff at Cal State East Bay spotted a gap in the school’s ability to collect and gather interested leads. With no...
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Economic Change Runs Working Parent Salesforce Training Program, Incorporates FormAssembly
Economic Change is a Salesforce consulting agency that works directly with nonprofit groups within the UK. The agency’s purpose is to help nonprofit groups establish strategic results and clear goals through the use of technology. Heather Black founded Economic Change...
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What I’m Looking Forward to at NorCal Dreamin’ 2019
If you’re rounding out your summer traveling with a trip to NorCal Dreamin’, one of many Salesforce community events this year, you have a lot to look forward to. These Salesforce events always feature great networking and learning opportunities, as well as...
read more
Year of Unlimited Webinar #3: Multiple Salesforce Connectors on a Single Form
We’re half-way through the Year of Unlimited and still committed to bringing you webinars that address all aspects of how FormAssembly allows users to see unlimited success. If you haven’t had a chance to attend one of these webinars yet, you’ll have several other...
read more
Here’s How We Keep Professional & Premier Plans Secure
Though FormAssembly’s Enterprise and Compliance Cloud plans offer higher levels of online form security and compliance built for industries with stricter requirements such as healthcare, FormAssembly Professional and Premier plans are also secure. No matter what plan...
read more
4 Ways to Keep Customer Data Squeaky Clean in Your CRM With Web Forms
Bad data is an expensive problem, costing companies around $600B a year. Bad data can mean incomplete records, outdated records, or duplicate records, but whatever form it comes in, it can have a detrimental impact on multiple departments from sales to marketing to...
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How To: Pulling Images from Salesforce to Display on Your Form
Intro You might have already known that with FormAssembly you can display Salesforce data on website forms, but did you also know you can display images from Salesforce? In this blog post, we are going to take a look at how we can import images from Salesforce to...
read more![[Webinar Recap] Year of Unlimited: See the Salesforce Connector and More Integrations](https://www.formassembly.com/content/uploads/2019/05/YoU-webinar-2-recap_blog-header-400x250.jpg)
[Webinar Recap] Year of Unlimited: See the Salesforce Connector and More Integrations
As the Year of Unlimited continues at FormAssembly, we’re offering more in-depth webinars that showcase what our web form platform can do. Throughout the year, we’ll be offering more resources on the unique ways that you can use FormAssembly to break beyond limits...
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What I’m Looking Forward to at NorCal Dreamin’ 2019
If you’re rounding out your summer traveling with a trip to NorCal Dreamin’, one of many Salesforce community events this year, you have a lot to look forward to. These Salesforce events always feature great networking and learning opportunities, as well as...
read more
FormAssembly Funding Press Coverage: Thursday, June 6, 2019
On Wednesday, June 5, 2019, FormAssembly announced a $10 million Series A funding from Level Equity, an investment firm based in New York. This is an exciting win for FormAssembly as it is the first infusion of outside capital since its founding in 2006 by Cedric...
read more
FormAssembly Funding Press Coverage: Wednesday, June 5, 2019
Summary: On Wednesday, June 5, 2019, FormAssembly announced a $10 million Series A funding from Level Equity, an investment firm based in New York. This is an exciting win for FormAssembly as it is the first infusion of outside capital since its founding in 2006 by...
read more
The Future of FormAssembly: What Funding Means for Our Platform
FormAssembly announced $10 million in Series A funding on June 5 from the New York-based investment firm Level Equity. With this funding, George McCulloch from Level Equity will join the FormAssembly Board of Directors. This FormAssembly funding announcement marks a...
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Getting into the Holiday Spirit on a Remote Team
Happy Holidays! How does your in-office team celebrate the holidays? A Christmas party? A gift exchange? Holiday treats in the break room? On a remote team, it’s not possible for all of us to get together in person to share some holiday cheer, so we do things a little...
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How and Why We Work Remotely: The Complete Guide to FormAssembly’s Distributed Culture
At this point, remote jobs aren't that rare anymore. Maybe you’ve worked remotely in the past. Maybe you have a relative or a friend who works remotely. Maybe you’ve just scrolled through #remoteworklife posts on Instagram. But even if you know about remote work, you...
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[Infographic] HIPAA Compliance Checklist
HIPAA compliance is likely a familiar topic to you if you work in a healthcare organization that is located in or operated in the U.S. To avoid hefty fines related to handling and processing protected health information, it’s vital that you follow the requirements of...
read more
How To: Pulling Images from Salesforce to Display on Your Form
Intro You might have already known that with FormAssembly you can display Salesforce data on website forms, but did you also know you can display images from Salesforce? In this blog post, we are going to take a look at how we can import images from Salesforce to...
read more
FormAssembly and the GDPR: A Pre-Event Refresher
This information is provided as-is, based on our best understanding of the information publicly available and our consultations with our legal counsel. This is not legal advice, and we cannot answer questions about your particular situation. You should consult with...
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How to Be Ethical and Responsible When Collecting Customer Data
Data security regulations are growing stronger and more pervasive than ever, meaning business professionals that engage in collecting customer data need to do so in a responsible manner and be aware of any consequences of not properly collecting this data. Whether...
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3 Neat Salesforce + Web Form Integration Features You Have to Try
If you use Salesforce, you need a way to get data into your CRM; it’s as simple as that. Web forms integrated with Salesforce (such as the ones we offer) are a great, straightforward way to do that. But beyond simply sending data to Salesforce, you may want to invest...
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How To: Custom JavaScript Functions in Calculated Fields
Intro In this blog post, we are going to take a look at how we can use custom JavaScript for forms to expand the ability of our calculated fields. Note: This is a somewhat advanced use of FormAssembly. If you’re not comfortable editing custom code, you might want to...
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