by Maggie Tharp | Feb 14, 2019 | Compliance Cloud Plan, New Features and Updates, Plans & Services, Security and Confidentiality
The new Sensitive Data Management improvements are here! This new feature helps organizations uphold strong data governance and security practices by giving Compliance Cloud administrators granular control over sensitive data (Personally Identifiable Information,...
by Maggie Tharp | Feb 11, 2019 | Security and Confidentiality, Tips and Best Practices
With the continued enforcement of GDPR, evolving cybercrime tactics, advancements in AI, and the spread of privacy focused legislation, 2019 is shaping up to be an interesting year in data and cybersecurity. Make sure you’ve checked these data security best practices...
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...
