Roadmap Post April 2018: Our GDPR Roadmap

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Higher Ed Summit 2018 Event Recap

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[GDPR III] Obtaining Informed Consent

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Higher Ed Summit 2018 Event Recap

The 2018 Higher Ed Summit, an annual event hosted by Salesforce.org, took place this past March in Washington, D.C. The FormAssembly team was excited to attend this great event alongside campus staff, administrators, and Salesforce professionals from a variety of...

FormAssembly Employee Highlight: Hanna Tomelden

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Hanna Tomelden, Customer Support Specialist. Name: Hanna Tomelden Title: Customer Support Specialist With...

How’d You Do That?: How to Send out a Pre-filled Web Form with Salesforce

We regularly hear from customers who need to email a web form to a number of people, with some custom prefilled data. For instance, they may need to ask contacts to update some information they have on file or are following up with a lead to gather more information....

6 Ways to Use FormAssembly for Events

One of the things customers love most about FormAssembly is the versatility of our product, and we’re always exploring new and creative ways to use form features. With the Salesforce New York City World Tour coming up on April 26, and with plenty of other events like...

FormAssembly Employee Highlight: Kayla Condello

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Kayla Condello, Customer Support Specialist. Name: Kayla Condello Title: Customer Support Specialist With...

NPower Leverages FormAssembly to Save Time and Resources as They Expand IT Training Programs

data-size="large" target="_blank">NPower Leverages FormAssembly to Save Time and Resources as They Expand IT Training Programs Case Study Snapshot The Form AdvocateAlyssa Byrne, Manager of Operations and Data AnalyticsNPower uses detailed interest forms and...

Salesforce Native? Here’s What It Really Means

Salesforce Native. You’ve probably seen this feature noted in an AppExchange listing or headline. But what does it actually mean, and beyond that, what does it mean if an app is non-native? We’ll dive into both definitions, the gray area for apps that profess to be...

[eBook] FormAssembly + Salesforce Financial Services Cloud

Get the eBook: FormAssembly + Salesforce Financial Services Cloud Your Guide to FormAssembly’s Salesforce Integration for Financial Services Organizations If you work in financial services, use Salesforce, and need a Salesforce-connected solution for web forms and...

FormAssembly Employee Highlight: Hillary Walters

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Hillary Walters, Content Writer. Name: Hillary Walters Title: Content Writer With FormAssembly Since:...

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Higher Ed Summit 2018 Event Recap

NPower Leverages FormAssembly to Save Time and Resources as They Expand IT Training Programs

4 of Our Favorite Global FormAssembly Case Studies

FormAssembly is proud to partner with both U.S.-based and international clients across a variety of industries including business, nonprofit, higher education, finance, and more. In the spirit of the Salesforce Boston World Tour, taking place in April, we’re...

The University of Florida College of Pharmacy Uses FormAssembly to Exceed Expectations for Student Processes

data-size="large" target="_blank">The University of Florida College of Pharmacy Uses FormAssembly to Exceed Expectations for Student Processes Case Study Snapshot The University of Florida’s College of Pharmacy spearheaded an initiative to modernize the process of...

4 FormAssembly Higher Ed Case Studies We Love

At FormAssembly, we work with many institutions of higher education as they serve students, faculty, and staff. Over the years, we’ve had a chance to highlight many of these universities and see firsthand how they use FormAssembly to revolutionize everyday business...

Maryville Uses FormAssembly to Connect with Students from Inquiry to Enrollment

About Maryville University Maryville University, named one of the top 3 fastest-growing universities in the nation, is a private institution of 8,000 undergraduate and graduate students from 50 states and 60 countries. The university offers over 90 degree programs,...

CARDSITE Uses FormAssembly to Help Clients Build Better Digital Business Connections

About the Company Business cards have long existed as a means of networking within professional circles. Whether they’re exchanged at conferences, passed between potential clients, or posted on community message boards, these small paper identifiers encourage...

FormAssembly Seasonal Nonprofit Spotlight: Nonprofit Customers Bringing Groups Together

The holidays are all about togetherness. Whether you’re gathering with family or friends, you’re likely to cherish the time together over the next few months. Nonprofits also have a knack for bringing people, groups, and opportunities together—and not just around the...

FormAssembly Seasonal Nonprofit Spotlight: Nonprofit Customers & the Gifts They Give

For many, the months of November and December are all about the giving: from the giving of gifts to loved ones, to the giving of your time to people in need, there’s something about the holiday season that seems to inspire generosity. This month, we’re sticking with...

#GivingTuesday: FormAssembly Helps Nonprofits Serve More Effectively

At FormAssembly, we help nonprofit organizations streamline workflows by reducing the time and resources needed for basic functions, such as donor and volunteer management and accepting and tracking donations. Though we often talk about the impressive enterprise...

Case Study: Pets for Patriots

About Pets for Patriots Pets for Patriots is a nonprofit organization dedicated to “helping military veterans adopt the most overlooked, undervalued shelter dogs and cats for a mutual love and companionship.” Beth Zimmerman, founder and executive director of the...

Case Study: Clore Social Leadership

Clore Social Leadership, a U.K. charity that runs leadership development programs for “emerging leaders,” used FormAssembly to replace a paper form and spreadsheet-based process and gain greater insight into the impact of their programs. They implemented FormAssembly...

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How’d You Do That?: How to Send out a Pre-filled Web Form with Salesforce

6 Ways to Use FormAssembly for Events

Salesforce Native? Here’s What It Really Means

How’d You Do That? How to Collect Stories for Blog Posts

I’m Eric Dreshfield. I’ve been a Salesforce user/customer since 2009. After a gentle push into the world of user groups by my manager, and taking one day each month to attend user group meetings in the Midwest, I started a local group in Southern Indiana in 2010. I...

Generate Higher Quality Leads With Online Scheduling

This is guest post by ScheduleOnce. ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle. We connect with all major calendar platforms and provide feature-rich integrations with CRMs, web...

How’d You Do That? Create Client Onboarding Forms Linked With Salesforce

This post was written by Peter Bernardi, FormAssembly's Channel Solutions Engineer. Client onboarding can be a long process of clunky forms and signatures -- but it doesn’t have to be! With FormAssembly and Salesforce, this process can be completely automated and...

Why People Want Safe Online Forms in 2018

This is a guest post from John Mason, TheBestVPN.com. At the start of 2015, data broker LeapLab suffered the repercussions of enabling millions of dollars to be stolen from consumer accounts. After purchasing payday loan applications, LeapLab sold customer information...

FormAssembly + Financial Services = The Perfect Match

If you're in financial services, you’ve got to try FormAssembly for your data collection needs. With our Salesforce Connectors you can send data to Salesforce to update records for standard and custom objects alike, prefill forms with Salesforce information, update...

How’d You Do That? Create Leads & Update Contacts if One Already Exists

Do you collect leads through website forms and store that information in Salesforce? If so, there’s a chance you’re running into one of the most common issues related to Leads and Contacts in Salesforce. What’s the issue, you ask? Duplicate records. This means your...

10 Reasons to Use FormAssembly: Financial Services

Financial services clients are continually faced with evolving regulations, fierce market competition, and the need to safeguard sensitive customer data. There are many web form solutions available, and the need to make the right choice is critical to stakeholders and...

How’d You Do That? Back Up Form Submissions Into Salesforce Notes

This post was written by Steven Watkins, FormAssembly's Email Marketing Analyst. Would you find it useful to backup full form submissions into Salesforce Notes? By backing up responses into a note and relating it to its proper object, you’ll be keeping Salesforce and...

8 Things Salesforce Admins Love About FormAssembly

We could talk about FormAssembly’s awesome features all day, but sometimes the best people to tell you about FormAssembly are the ones using it day in and day out for their organizations. In this blog post, hear from three Salesforce pros on what they love about our...

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FormAssembly Employee Highlight: Hanna Tomelden

FormAssembly Employee Highlight: Kayla Condello

FormAssembly Employee Highlight: Hillary Walters

FormAssembly Employee Highlight: Deborah Kim

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Deborah Kim, our Senior Product Manager. Name: Deborah Kim Title: Senior Product Manager With FormAssembly...

FormAssembly Employee Highlight: Katrina Garza

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Katrina Garza, Manager of Customer Success. Name: Katrina Garza Title: Manager of Customer Success With...

FormAssembly Employee Highlight: Michael Stathers

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Michael Stathers, Infrastructure Operations Engineer Name: Michael Stathers Title: Infrastructure Operations...

FormAssembly Employee Highlight: Aaron Brigham

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Aaron Brigham, Web Developer. Name: Aaron Brigham Title: Web Developer With FormAssembly Since: December...

FormAssembly Employee Highlight: Freda Tran

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Freda Tran, Customer Support Specialist. Name: Freda Tran Title: Customer Support Specialist With...

FormAssembly Employee Highlight: Matt Livingston

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Matt Livingston, Systems Infrastructure Engineer. Name: Matt Livingston Title: Systems Infrastructure...

A Very Remote Holiday Season

A lot has changed for the FormAssembly team over the last 12 months. We grew to roughly 40 employees (with lots of that growth stemming from our support team), added new roles on our support and sales teams, completely redesigned our website, and more. But as things...

FormAssembly Employee Highlight: Mariano Frasisti

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Mariano Frasisti, Senior Account Executive, Large Enterprise. Name: Mariano Frasisti Title: Director of...

FormAssembly Employee Highlight: Brittany Arnett

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Brittany Arnett, Product Manager. Name: Brittany Arnett Title: Product Manager With FormAssembly Since: July...

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How’d You Do That?: How to Send out a Pre-filled Web Form with Salesforce

6 Ways to Use FormAssembly for Events

Salesforce Native? Here’s What It Really Means

How’d You Do That? How to Collect Stories for Blog Posts

5 Salesforce Users on What They Love About FormAssembly

Salesforce users love FormAssembly. Why? Because of our powerful Salesforce integration with web-to-anything functionality. Whether you need to prefill forms with Salesforce data, update Salesforce records, or create new records, you can do it all and more with...

How’d You Do That? Create Client Onboarding Forms Linked With Salesforce

5 Sessions You Can’t Miss at TrailheaDX 2018

Are you going to TrailheaDX? We are! This key event for Salesforce developers and admins will be held March 28-29 in San Francisco, and we’re sending Peter Bernardi, Channel Solutions Engineer and Asuka Goya, Customer Success Manager. Check out our TrailheaDX landing...

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