Formdational Class #3: Adding a Salesforce Connector

We’re talking all about the Salesforce Connector in the third session of our Formdational series! In this class, we’ll show you how to connect your FormAssembly forms to Salesforce and answer your questions.

With FormAssembly’s robust Salesforce integration, you can automatically send data collected through your forms to Salesforce. This helps to eliminate duplicate data, manual data entry, and disconnected processes. Join us on September 16 at 11 a.m. EDT and follow along as we show you how to harness the power of our Salesforce integration.

What you’ll learn

This webinar will be hosted by Kayla Condello, FormAssembly Knowledge and Training Manager, and Rilee Hayes, FormAssembly Knowledge and Training Coordinator. Kayla and Rilee will walk you through all the important steps you need to know to add a Salesforce Connector to a form. You’ll learn:

  • How to configure the Salesforce integration
  • How to test your Salesforce forms and connectors
  • How to use field mapping on different field types so data flows seamlessly to Salesforce
  • How to conditionally create or update records in Salesforce with skip-if formulas
  • And more!

After this webinar, you’ll know how to connect your FormAssembly forms to Salesforce quickly and easily. Following the demonstration, we’ll have a live Q&A session, so you’ll be able to ask any questions you may have about our platform, the Salesforce Connector, or the integration process.

How to join

Ready to take your form-building and data organization to the next level with FormAssembly and Salesforce? Register for the webinar on September 16 at 11 a.m. EDT by visiting our webinars page or clicking on the link below. In the meantime, check out our FormAssembly + Salesforce eBook to learn more about this powerful integration.

Don’t just collect data — leverage it.