Embedding Salesforce Connected Forms on Your Website: Options and Tradeoffs

A form that writes to Salesforce has to appear on a website, and the method a team picks affects styling, spam protection, tracking, and what happens when something goes wrong. FormAssembly documents its publishing options side by side, and each one offers ease and control.

The hosted link is the fastest option. FormAssembly serves the form on its own domain (or your customized domain), and the website links to it. Setup is instant, and the form stays separate from your site’s code. The tradeoff is that visitors leave the website, and the form does not inherit the site’s navigation or branding unless your team styles a form theme to match.

Quick Publish and the JavaScript Snippet

Quick Publish embeds the form with a JavaScript snippet, so the form appears inside the page. It works well for marketing pages and, depending on your CMS, needs little code. Saved forms resumed later and failed CAPTCHA checks load at the FormAssembly-hosted form, so visitors land on the hosted page in those cases.

HTML Embed

The HTML option places the form markup in the page, split between the head and the body. It gives the site more control over layout, and it exposes the form to the site’s own CSS and scripts. FormAssembly notes that some page frameworks, such as ASP.NET, wrap the whole page in a form element that conflicts with this method.

iFrame

An iframe isolates the form inside its own frame, which protects the form’s CSS from inheriting the parent site’s styles and solves many layout conflicts. FormAssembly lists two cautions: an iframe used together with Pardot prevents visitor data collection, and saved forms and failed CAPTCHAs load at the hosted form.

Server-Side Script

The REST API option renders the form through a server-side script. FormAssembly recommends it for forms that use reCAPTCHA or save and resume. It requires programming knowledge, a site secured with TLS 1.2 or greater, and it does not show the Thank You page after submission.

Experience Cloud and WordPress

FormAssembly provides a Lightning component for Salesforce Experience Cloud and a WordPress plugin with a shortcode. The plugin supports iframe mode, and workflows use the embed JavaScript from the publishing options. Embedding in Experience Cloud requires you to install FormAssembly’s AgentExchange app in your instance.

Where FormAssembly Fits

FormAssembly offers all of these methods for the same form and the same Salesforce connector, so a team can change the embed method without rebuilding the integration. Marketing teams that want speed pick Quick Publish. Web teams that need control pick the HTML embed or the server-side script. Teams that fight style conflicts pick the iframe. The connection to Salesforce stays the same in every case, because the form writes to Salesforce directly through the API after submission.

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