How’d You Do That?: FormAssembly & Salesforce Tutorial Roundup
New to FormAssembly? Form Building Pro? Somewhere in between? Wherever you are, it’s pretty likely you’ve needed the FormAssembly Salesforce Connector at some point or another. This popular, web-to-anything integration allows customers to update and create records in Salesforce (even custom objects), prefill forms, send attachments to Salesforce, and more.
To help you put the Salesforce Connector to good use, we’ve compiled several How’d You Do That? FormAssembly-Salesforce tutorials in this post. We’ll continue to post tutorials in this series, but wanted to round up the ones we’ve done so far for easy access. Work your way through all of them, or pick the one that fits your needs right now. You can read even more about the FormAssembly Salesforce Connector in our comprehensive guide to creating Salesforce forms with FormAssembly.
Happy Form Building!
Tutorial 1: Back Up Form Submissions Into Salesforce Notes
Backing up form submissions in notes in Salesforce is an easy way to keep information in one place for your team to view. It also makes it easy to check on a detail in the form submission without having to leave Salesforce and log into FormAssembly. Learn more.
Tutorial 2: Create Leads & Update Contacts if One Already Exists
This tutorial helps you set up your Salesforce Connector to both create new leads and update your contacts if you already have that information in Salesforce. This is a great way to avoid having duplicate records in your Salesforce instance. Learn more.
Tutorial 3: Set Up New Accounts, Contacts, and Opportunities All at Once in Salesforce Using FormAssembly
Not only can you send data to all kinds of objects in FormAssembly, but you can send data simultaneously. This tutorial shows you how to set up a form that can create new accounts, contacts, and opportunities at the same time in Salesforce, saving you time and effort. Learn more.
Tutorial 4: Create Client Onboarding Forms Linked With Salesforce
This tutorial shows you how to set up a form to streamline the often drawn-out process of client onboarding. In a smart, Salesforce-connected form, you can prefill details about an opportunity and allow your client to enter their contact information. Learn more.
Tutorial 5: How to Collect Stories for Blog Posts
Our customers are nothing if not creative. In this guest post from Eric Dreshfield, Salesforce MVP and Advocacy Manager at Apptus, Eric outlines how he gathers information for a popular series on his blog through a FormAssembly form linked to Salesforce. Learn more.
Tutorial 6: How to Send out a Pre-filled Web Form with Salesforce
Knowing how to use the FormAssembly Salesforce Prefill Connector is a must-have use case. Prefilling information does some of the work for your form respondents, which makes for a better user experience. Learn more.
Tutorial 7: Quickly Create a Form to Populate Any Salesforce Object
Have you ever used FormAssembly’s Salesforce Import Tool? It’s not new, but it’s a super-useful tool to help you create a form to send data to any Salesforce object. Simply select an object, choose the fields you want in your form, and you’ve got a working form and connector. You may need a few more configuration steps to make sure everything works correctly, but this is a great way to quickly create simple, Salesforce-connected forms. Learn more.
Tutorial 8: Send Form Data to Pardot with the FormAssembly HTTP Connector
Setting up the FormAssembly-Pardot connection is quick and easy, and a great feature to have if you use Pardot to nurture the leads you collect through web forms. For enhanced marketing benefit, it’s also possible to send data to other Pardot instances than your own if you are lead-sharing for a co-marketing project. Learn more.
Tutorial 9: Update Information in Salesforce Without a Salesforce License Using FormAssembly
Have you ever needed to have someone on your team edit or add new records in Salesforce but they didn’t have a Salesforce license? Whether you’ve got a temporary intern or someone whose job doesn’t normally require the use of Salesforce, you might find it useful to be able to set up a FormAssembly form that allows a person to look up data in Salesforce and update it. Learn more.
Have a use case of your own? Let us know in the comments or email: [email protected].