[eBook] FormAssembly + Salesforce: Streamlining Processes and Optimizing Data Collection

FormAssembly’s powerful integration capabilities improve data collection processes for Salesforce users in every industry, from higher education to financial services and beyond. Our eBook, FormAssembly + Salesforce: Streamlining Processes and Optimizing Data Collection, explains why FormAssembly is the #1 enterprise web form solution for Salesforce.

FormAssembly and Salesforce are two powerful tools on their own, but when used together, the customization and use case possibilities are endless. Because so many of our customers use Salesforce, we’ve put together this eBook to give you an overview of the benefits of using FormAssembly with Salesforce.

We cover use cases for several different industries in the eBook, so you’re sure to find plenty of solutions that apply to you and your company. Whether you’re new to FormAssembly or a FormAssembly + Salesforce veteran, this eBook is full of great ideas for how to improve data collection processes. Here’s a glimpse of what you’ll find in the eBook:

How to Use FormAssembly + Salesforce together

What does Web-to-Anything mean, and how can it help your business? How can FormAssembly act as a replacement for Stay-In-Touch? What Salesforce Clouds can you integrate with FormAssembly? This eBook will give you the answers to these questions and more.

With FormAssembly’s Lightning-Ready App and advanced features like the Salesforce Prefill Connector, Submit Connector, and more, you’ll be able to capture higher quality data efficiently and securely. Integrating FormAssembly with Salesforce only takes just a few quick and easy steps, and we’re here to walk you through it.

Real-world FormAssembly + Salesforce use cases

FormAssembly’s Salesforce-integrated web forms have helped thousands of Salesforce users in every industry streamline data collection processes. Whether you’re registering volunteers at a nonprofit or processing PHI at a healthcare organization, the use cases and possibilities are endless. We provide a variety of use case examples from a wide range of industries, including:

  • Healthcare
  • Businesses (small and large)
  • Higher Education
  • Nonprofit organizations
  • Consulting agencies

How FormAssembly keeps your Salesforce data secure

At FormAssembly, protecting your data is our primary mission. We follow strict procedures to adhere to numerous compliance and certification requirements, including HIPAA compliance, PCI DSS Level 1 certification, and many more.

How to get started

After looking through the eBook, chances are you’ll probably be interested in trying out FormAssembly’s Salesforce integration as soon as possible. So, in the eBook, we’ve included a quick guide to getting started with FormAssembly and Salesforce.

This is just a glimpse of what you’ll find in our FormAssembly + Salesforce eBook. Follow the download link below to get your copy and learn even more about our powerful Salesforce integration.

Don’t just collect data — leverage it.