by Ashley McAlpin | Apr 25, 2018 | Salesforce, Tips and Best Practices, Web Form Creation
Did you know you can create a form, link it to Salesforce, and have it up and running in under five minutes? You may have noticed an option in the left sidebar of your FormAssembly account called Import > Import from Salesforce. In this tutorial, we’ll show you how to...
by Ashley McAlpin | Apr 11, 2018 | Salesforce, Tips and Best Practices
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....
by Hillary Walters | Apr 9, 2018 | Salesforce, Tips and Best Practices
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...
by Maggie Tharp | Apr 4, 2018 | Salesforce, Tips and Best Practices
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...
by Maggie Tharp | Mar 28, 2018 | Salesforce, Tips and Best Practices
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...
by Maggie Tharp | Mar 21, 2018 | Marketing, Tips and Best Practices
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...
