Tutorial: How to Create a Salesforce Web-to-Lead Form

Learn how to create a better web-to-lead form and collect the submitted data in Salesforce.

Solving Key Business Problems: Investing in a Customizable Solution vs. Leveraging Internal Resources

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[Infographic] 6 Steps to Survey Success With FormAssembly

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Form Builder Tips: 5 Shortcuts to Save Time

Ever wished you could speed up your workflow in the Form Builder? Here are a few ways to get things done faster! 1. Drag & Drop Fields from the Add Content Menu Clicking the field types will always add the field to the bottom of the page. To place a field...

[Webinar Recap] Form Review Masterclass: Expert Feedback on Customer Forms

Recently we’ve been sharing more about an exciting offering at FormAssembly -- Implementation Services. Our personalized service packages help customers put their best forms forward to meet unique business needs and accomplish big goals.In the third...

Pushing Google Sheets Data to Salesforce Through FormAssembly Forms

Do you need to be able to get data collected in Google Sheets into your Salesforce instance? With FormAssembly, you can send data to Google Sheets where multiple people on your team can access it, but you can also streamline the process of sending that Google Sheets...

FormAssembly Aids Alosa Health in Educating Healthcare Field Workers

The Form Advocate Program Director Case Study Snapshot Alosa Health is a company that strives to put new medical research into the hands of more medical practitioners. Alosa recognized the need to streamline how they collected feedback from clinicians out in the...

Tutorial: Fun with Custom Fonts

You can pick between 12 different preloaded fonts in our Theme Editor, but you’re not just confined to those options. If you want to use a specific font to achieve a unique look, you can easily do that using custom code. 1. Pick Your Font There’s a wealth of webfonts...

FormAssembly Joins ElectionDay.org Initiative

At FormAssembly, we believe that a flexible remote culture is key to our success. We’re embracing that flexibility even more by joining in on an initiative from ElectionDay.org and offering our employees paid time off on Election Day so they can vote. As...

100 FormAssembly Use Cases: Submit Your Forms!

How many ways do you you use FormAssembly? We want to hear all your use cases! Help us create our biggest collection of FormAssembly uses yet by sending us details about your FormAssembly forms. Keep reading for details. The Project Our multi-purpose form...

SalesPath Use Case: Create a Salesforce Lightning List Email Opt-Out Flow With FormAssembly

Are you using Salesforce Lightning List Emails and need a way to allow your recipients to unsubscribe? An unsubscribe option isn’t automatically included in Salesforce email templates, but you can achieve a simple, streamlined unsubscribe process using FormAssembly...

Event Recap: The FormAssembly Team Takes On Dreamforce 2018

In September, the FormAssembly crew headed to Dreamforce, the biggest Salesforce gathering of the year. From manning three busy conference booths, to making lasting connections with our customers, to exploring exciting spots around San Francisco, the whole team had a...

Western Connecticut State University Eliminates Pain Points with FormAssembly

The Form Advocate Manager of Digital Strategy & Communications Case Study Snapshot When Western Connecticut State University (WCSU) underwent a business process re-engineering effort five years ago, they quickly identified several pain points in their...

FormAssembly at Higher Ed Summit Horizons Barcelona

As we head into Q4, we’re capping off our year of events with an appearance at Higher Ed Summit Horizons in Barcelona! The event will be held October 23, 2018, at the Universitat Pompeu Fabra in Barcelona, Spain. We’ve loved the Higher Ed events we’ve attended in the...

[Webinar Recap] Building a User-Friendly Healthcare Experience with FormAssembly Implementation Services

You’ve probably seen us sharing about one aspect of FormAssembly that we’re particularly excited to offer: Implementation Services. Our Implementation Services packages allow you to put your best form forward while working with highly-skilled web form experts. In the...

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Talk Data to Me: The University of Michigan Develops a New Campus Process with FormAssembly

We recently interviewed Adam Skoczylas at the University of Michigan Center for Educational Outreach to find out about a new project they’ve implemented through FormAssembly. Since we’ve previously featured the University of Michigan for their innovative use of...

State Bank and Trust Company Chooses FormAssembly for Functionality and Salesforce Integration

State Bank and Trust Company Chooses FormAssembly for Advanced Functionality and Useful Integrations The Form Advocate Carl Lange, Software ProfessionalState Bank and Trust CompanyCase Study Snapshot As a software professional for a growing financial services...

Talk Data to Me: Keshet Leverages FormAssembly to Advance Inclusion Initiatives

We reached out to Keshet to talk data and to learn about how they use FormAssembly forms to help solve their data collection needs. The following case study highlights how FormAssembly provides an ideal solution to their nonprofit use cases. The Form AdvocateJodi...

FormAssembly Allows the Institute for Humane Studies to Scale Programs and Streamline Data

FormAssembly Allows the Institute for Humane Studies to Scale Programs and Streamline Data The Form Advocate Rebecca O’Sullivan, Senior Product Manager, Performance Measurement & CRMInstitute for Humane StudiesCase Study Snapshot The Institute for Humane Studies...

FormAssembly Guides Online Data Processes for the Northeast Regional Children’s Advocacy Center

FormAssembly Guides Online Data Processes for the Northeast Regional Children’s Advocacy Center About Northeast Regional Children’s Advocacy Center The Northeast Regional Children’s Advocacy Center is an organization designed to provide support for training and...

Spark Uses FormAssembly to Administer Impact Evaluation Forms for their Career and Mentorship Programs

Spark Uses FormAssembly to Administer Impact Evaluation Forms for their Career and Mentorship Programs About Spark Program The Spark Program is a career exploration and discovery program designed for middle school students, with programs that start in the fall of a...

Vermont Organic Farmers Uses FormAssembly to Set a New Standard for Organic Certification

Vermont Organic Farmers Uses FormAssembly to Set a New Standard for Organic Certification The Form AdvocateKaty Lash, Certification Program AssistantCase Study Snapshot “We love how FormAssembly is designed and how it has the functionalities we need in order to meet...

Amazon India Prevents IT Burnout and Collects Business-Critical Information with the Help of FormAssembly

Amazon India Prevents IT Burnout and Collects Business-Critical Information with the Help of FormAssembly Case Study Snapshot The Form AdvocateAbhinav Singh Kakran, Manager of Program ManagementFormAssembly is ideal for large companies because of its ability to...

Higher Ed Summit 2018 Event Recap

The 2018 Higher Ed Summit, an annual event hosted by Salesforce.org, took place this past March in Washington, D.C. The FormAssembly team was excited to attend this great event alongside campus staff, administrators, and Salesforce professionals from a variety of...

NPower Leverages FormAssembly to Save Time and Resources as They Expand IT Training Programs

NPower Leverages FormAssembly to Save Time and Resources as They Expand IT Training Programs Case Study Snapshot The Form AdvocateAlyssa Byrne, Manager of Operations and Data AnalyticsNPower uses detailed interest forms and application files to track individuals...

4 of Our Favorite Global FormAssembly Case Studies

FormAssembly is proud to partner with both U.S.-based and international clients across a variety of industries including business, nonprofit, higher education, finance, and more. In the spirit of the Salesforce Boston World Tour, taking place in April, we’re...

The University of Florida College of Pharmacy Uses FormAssembly to Exceed Expectations for Student Processes

The University of Florida College of Pharmacy Uses FormAssembly to Exceed Expectations for Student Processes Case Study Snapshot The University of Florida’s College of Pharmacy spearheaded an initiative to modernize the process of collecting admission information from...

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How To: Display and Select Salesforce Opportunity Records Based on Multiple Criteria Search

Intro In this blog post, we are going to expand upon a previous tutorial to look at how to implement multiple-criteria search of Salesforce records using FormAssembly. Implementing this search functionality makes locating the right record in Salesforce a much easier...

Getting Started: How FormAssembly Implementation Services Can Help You Succeed

When you choose FormAssembly as your web form solution, there’s always a way to get the help you need. Sometimes you may just need a quick conversation with our outstanding support team, but other times you may need a little more assistance. Maybe you’re a new...

Tutorial: Connect Your FormAssembly Forms With Slack

In this blog post, we’re going to show you how to connect your FormAssembly forms to the team communication platform Slack. This will allow you to route form submissions to any of your Slack channels so everyone on a team or project can stay updated with form...

11 Reasons to Use FormAssembly to Collect and Manage Your Data

No matter where you work, you navigate process, data, and organizational hurdles that interfere with achieving business goals every day. The good news is, there’s a solution that can save time, reduce manual data entry, and transfer information safely to the many...

New! Share Product Feedback With the Feature Request Form

We’ve said it before, but we’ll say it again: we love getting your product feedback! Your product feedback and feature requests help us understand what’s important to you and build out our product roadmap with improvements that make sense for our customers. Your...

[Infographic] 11 Reasons to Use FormAssembly to Collect and Manage Your Data

Two years ago, we wrote a blog post about all the reasons our customers love FormAssembly. It wasn't hard to come up with a ton of great reasons, 11 to be exact. Our Salesforce integration was an obvious choice. Tons of customers use our prefill and submit connectors...

Announcing Form Builder 5.0: Redesigned Theme Editor, Predefined Content Improvements, More

FormAssembly’s Form Builder 5.0 is here as the new default Form Builder! The new release include a fresh look and feel for the Form Builder, a redesigned theme editor with modern themes, improvements to Predefined Content, an enhanced outline view, and more. Overall...

FormAssembly’s Salesforce Prefill Connector: Prefill Forms with Salesforce Data

In talking to customers and asking what their favorite FormAssembly features are, one tool in particular comes up time and again: the FormAssembly Prefill Connector. Customers who have Premier plans or above can make use of this incredibly helpful feature in a variety...

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...

How’d You Do That?: Update Information in Salesforce Without a Salesforce License Using FormAssembly

Have you ever needed to be able to update information in Salesforce without a license? For cost or security reasons or if you have temporary employees or interns, you may not want all your employees to have Salesforce access, but they still may need to update data....

How’d You Do That?: Send Form Data to Pardot with the FormAssembly HTTP Connector

Have you ever conducted a co-marketing campaign with business partners and needed a way to easily share leads with all parties in return for their contribution to the project? If so, you may have resorted to methods of lead sharing, such as emailing spreadsheets and...

How’d You Do That?: Quickly Create a Form to Populate Any Salesforce Object

Have you ever needed to create a Salesforce-connected form to collect leads or contacts and start using it fast? You'll be happy to 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...

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FormAssembly Spring Reunion 2018 Recap

What do you get when you bring nearly 50 remote teammates, who traveled across 6 countries for a total of 47,000 miles, together for one incredible week at company headquarters? Days of team bonding and plenty of fun memories! FormAssembly’s annual reunion was held...

FormAssembly Teammate Highlight: Jordan Schartz

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Jordan Schartz, Account Executive. Name: Jordan Schartz Title: Account Executive With FormAssembly Since:...

Counting Down the Days Until the FormAssembly 2018 Spring Reunion

Reuniting a Remote Team You may have seen some of our previous blog posts about why FormAssembly values in-person team reunions. Why would we gather people from around the globe (most of whom work from the comforts of home offices) to meet for a week in Indiana? An...

FormAssembly Teammate Highlight: Hanna Tomelden

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Hanna Tomelden, Customer Support Specialist. Name: Hanna Tomelden Title: Customer Support Specialist With...

FormAssembly Teammate Highlight: Kayla Condello

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Kayla Condello, Customer Support Specialist. Name: Kayla Condello Title: Customer Support Specialist With...

FormAssembly Teammate Highlight: Hillary Walters

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Hillary Walters, Content Writer. Name: Hillary Walters Title: Content Writer With FormAssembly Since:...

FormAssembly Teammate Highlight: Deborah Kim

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Deborah Kim, our Senior Product Manager. Name: Deborah Kim Title: Director of Product With FormAssembly...

FormAssembly Teammate Highlight: Katrina Garza

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Katrina Garza, Manager of Customer Success. Name: Katrina Garza Title: Manager of Customer Success With...

FormAssembly Teammate Highlight: Michael Stathers

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Michael Stathers, Infrastructure Operations Engineer Name: Michael Stathers Title: Infrastructure Operations...

FormAssembly Teammate Highlight: Aaron Brigham

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Aaron Brigham, Web Developer. Name: Aaron Brigham Title: Web Developer With FormAssembly Since: December...

FormAssembly Teammate Highlight: Freda Tran

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Freda Tran, Customer Support Specialist. Name: Freda Tran Title: Customer Support Specialist With...

FormAssembly Teammate Highlight: Matt Livingston

How well do you know the awesome people behind FormAssembly? This series is the place to learn all about our incredible team members. This week we’re profiling Matt Livingston, Systems Infrastructure Engineer. Name: Matt Livingston Title: Systems Infrastructure...

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[One-Pager] Got Salesforce-Connected Forms?

Got Forms? How about Salesforce-connected, secure & compliant, user-friendly forms? FormAssembly forms offer all of those things, and we’re putting together some resources covering key FormAssembly features so you can feel secure that signing up for FormAssembly...

Favorite Midwest Dreamin’ Memories & What to Look Forward to at Midwest Dreamin’ 2018

Midwest Dreamin’ 2018 is right around the corner! Members of the Salesforce ecosystem will gather in Chicago for a few days of networking, speakers, and sessions, July 11-13. We’ll be at Midwest Dreamin’ again this year as a silver sponsor, with Jaret Manuel, Director...

Form Transfer Tool: Transfer Forms Between FormAssembly Accounts

The Form Transfer Tool has been re-released and it’s now available for Enterprise admins to transfer forms between FormAssembly accounts! The Form Transfer Tool lets you transfer forms and responses on your own from Professional and Premier accounts to Enterprise...

Salesforce AppExchange AppStack Webinar Features FormAssembly

In early May 2018, the Salesforce AppExchange hosted an informative AppStack webinar in which customers shared their favorite Salesforce applications in the form of app stacks. The AppStack webinars occur regularly and are designed to showcase how real Salesforce...

How’d You Do That?: Update Information in Salesforce Without a Salesforce License Using FormAssembly

How’d You Do That?: Send Form Data to Pardot with the FormAssembly HTTP Connector

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