by Ashley McAlpin | Jan 16, 2019 | Salesforce
Salesforce touches on pretty much every aspect a Customer Relationship Management solution can. For lead acquisition, Salesforce provides their own form solution, called ‘Web-To-Lead’. So where do we come in? FormAssembly can replace a touch with a firm grasp when it...
by Ashley McAlpin | Dec 14, 2018 | Documentation, Salesforce, Tips and Best Practices, Web Form Creation
Looking for a walk-through of how to build a Salesforce web-to-lead form using FormAssembly? Look no further. This article gives you a quick overview of what a web-to-lead form is, and how to create one with FormAssembly. A web-to-lead form is an essential component...
by Maggie Tharp | Nov 8, 2018 | Integrations, Payment, Tips and Best Practices
Do you need to process payments for memberships, events, donations, merchandise or some other reason? You can easily create PayPal order forms with FormAssembly by: Selecting and organizing the text and fields you want in our drag-and-drop form builder Styling your...
by Maggie Tharp | Oct 31, 2018 | Salesforce, Tips and Best Practices
Do you need to be able to get data collected in Google Sheets into your Salesforce instance? With FormAssembly, you can send data to Google Sheets where multiple people on your team can access it, but you can also streamline the process of sending that Google Sheets...
by Maggie Tharp | Oct 17, 2018 | Salesforce, Tips and Best Practices
Are you using Salesforce Lightning List Emails and need a way to allow your recipients to unsubscribe? An unsubscribe option isn’t automatically included in Salesforce email templates, but you can achieve a simple, streamlined unsubscribe process using FormAssembly...
by Maggie Tharp | Sep 17, 2018 | Salesforce, Tips and Best Practices, Web Form Creation
Intro In this blog post, we are going to expand upon a previous tutorial to look at how to implement multiple-criteria search of Salesforce records using FormAssembly. Implementing this search functionality makes locating the right record in Salesforce a much easier...
