Form Transfer Tool: Transfer Forms Between FormAssembly Accounts

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

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FormAssembly Teammate Highlight: Randall Ziman

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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 Assistant Case Study Snapshot “We love how FormAssembly is designed and how it has the functionalities we need in order to meet...

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...

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

data-size="large" target="_blank">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...

[Infographic] 10 Reasons to Use FormAssembly: Financial Services

Companies in the financial services industry have diverse characteristics, but they all need to collect data for some purpose or another, whether it’s mortgage and loan applications, client onboarding, or something else. To accomplish this and cut through arduous...

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

Did you 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 the left sidebar of your FormAssembly account called Import > Import from Salesforce. In this tutorial, we’ll show you how to...

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FormAssembly Seasonal Nonprofit Spotlight: Nonprofit Customers & the Gifts They Give

For many, the months of November and December are all about the giving: from the giving of gifts to loved ones, to the giving of your time to people in need, there’s something about the holiday season that seems to inspire generosity. This month, we’re sticking with...

#GivingTuesday: FormAssembly Helps Nonprofits Serve More Effectively

At FormAssembly, we help nonprofit organizations streamline workflows by reducing the time and resources needed for basic functions, such as donor and volunteer management and accepting and tracking donations. Though we often talk about the impressive enterprise...

Case Study: Pets for Patriots

About Pets for Patriots Pets for Patriots is a nonprofit organization dedicated to “helping military veterans adopt the most overlooked, undervalued shelter dogs and cats for a mutual love and companionship.” Beth Zimmerman, founder and executive director of the...

Case Study: Clore Social Leadership

Clore Social Leadership, a U.K. charity that runs leadership development programs for “emerging leaders,” used FormAssembly to replace a paper form and spreadsheet-based process and gain greater insight into the impact of their programs. They implemented FormAssembly...

Partner Tutorial: Rephrase Consulting

You already know the many ways there are to use FormAssembly with Salesforce, but it’s especially helpful to see real-life examples of those systems being combined in innovative ways. This tutorial, from our partner Frazer Lewis at Rephrase Consulting, covers a...

FormAssembly Partner Promotes Literacy Solution

FormAssembly consulting partner Teri Walker of CommonTeri Services is working with an Atlanta-based group called Literacy Action to create Literacy Cloud, a Salesforce-based solution for literacy providers to handle classroom management, attendance taking, and other...

Case Study: If/When/How

About If/When/How If/When/How is a nonprofit organization based in Oakland, Calif., whose primary goal is to promote reproductive justice through the coordinated effort of people in the legal field, with a focus on campus organizing efforts. They also run a fellowship...

FormAssembly Partner Highlight: Economic Change

We recently chatted with Heather Black, Managing Director and Founder of Economic Change CIC, a consultancy in London that helps nonprofit clients improve their business processes using Salesforce and other tools. Keep reading to learn more about their services and...

Case Study: University of Michigan

The University of Michigan’s Center for Educational Outreach and other departments on the University of Michigan’s three campuses use FormAssembly for a variety of uses from surveys, to event management to internal business processes to a faculty feedback form that’s...

Case Study: Amazon India

FormAssembly is ideal for large companies because of its ability to provide a flexible, easy-to-implement solution to common business process problems. Learn how Amazon India was able to use FormAssembly in this way to collect information from outside vendors and...

FormAssembly Partner Highlight: VisitOps

VisitOps Overview FormAssembly partner VisitOps is a native Salesforce app that helps companies manage customer visits and run briefing programs. VisitOps makes it easier to manage all the various activities involved with these programs, including scheduling and...

Case Study: Big Brothers Big Sisters of Metro Atlanta/TechBridge

About Big Brothers Big Sisters of Metro Atlanta Big Brothers Big Sisters of Metro Atlanta is dedicated to pairing at-risk young people in the Atlanta area with mentors. They worked with nonprofit technology consultant TechBridge to improve their processes, in part by...

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10 Reasons to Use FormAssembly: Financial Services

Financial services clients are continually faced with evolving regulations, fierce market competition, and the need to safeguard sensitive customer data. There are many web form solutions available, and the need to make the right choice is critical to stakeholders and...

How’d You Do That?: Back Up Form Submissions Into Salesforce Notes

This post was written by Steven Watkins, FormAssembly's Email Marketing Analyst. Would you find it useful to backup full form submissions into Salesforce Notes? By backing up responses into a note and relating it to its proper object, you’ll be keeping Salesforce and...

8 Things Salesforce Admins Love About FormAssembly

We could talk about FormAssembly’s awesome features all day, but sometimes the best people to tell you about FormAssembly are the ones using it day in and day out for their organizations. In this blog post, hear from three Salesforce pros on what they love about our...

[eBook] No WiFi Required: Your Quick & Simple Primer to the FormAssembly Mobile App

Do you collect data on the go? Does your job require you to work in locations without a reliable internet connection? Are you looking for a way to get even more out of your FormAssembly plan? Give the iOS mobile app a try! FormAssembly’s mobile app allows you to...

New Series! How’d You Do That? A Salesforce-FormAssembly How-To Series

Starting this week, the team at FormAssembly is launching a new blog series: How’d You Do That? A Salesforce-FormAssembly How-To Series. This set of posts is designed specifically with you and your team in mind. As the Salesforce connector is one of the most popular...

10 FormAssembly G2 Crowd Reviews We Love

At FormAssembly, we love our many customers in industries ranging from financial services to healthcare to nonprofit. From the reviews that customers leave us around the web, it’s pretty clear they love us too. Here are a few excerpts from some of our favorite reviews...

Why You Should Ditch Paper Forms for FormAssembly’s Mobile App

Do you use paper to collect information for your organization? Whether it’s paper surveys, paper sign-up sheets, or paper lead collection forms, you should know there’s a better way to collect information on-the-go. FormAssembly’s mobile app (available on the iTunes...

7 Web Form Resolutions You Can Actually Keep

If you’re like a lot of people, you’ve probably made a New Year’s resolution for the new year, or you plan on making one. Not to be the bearer of bad news, but the odds are you won’t keep it for very long. Why are we telling you this, and what does this have to do...

FormAssembly “Gift Guide”: Compliance Cloud Plan

Happy holidays! It must be all the seasonal cheer in the air, but it’s got us thinking about gift-giving. FormAssembly’s probably not on your friends’ and family’s holiday wish lists, but maybe it’s something you’ve been hoping to get for your department or office....

FormAssembly Seasonal Nonprofit Spotlight: Nonprofit Customers Bringing Groups Together

The holidays are all about togetherness. Whether you’re gathering with family or friends, you’re likely to cherish the time together over the next few months. Nonprofits also have a knack for bringing people, groups, and opportunities together—and not just around the...

FormAssembly “Gift Guide”: Enterprise Plan

FormAssembly “Gift Guide”: Premier Plan

Happy holidays! It may be all the seasonal cheer in the air, but December’s got us thinking about gift-giving. FormAssembly’s probably not on your friends’ and family’s holiday wish lists, but maybe it’s something you’ve been hoping to get for your department or...

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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...

A Very Remote Holiday Season

A lot has changed for the FormAssembly team over the last 12 months. We grew to roughly 40 team members (with lots of that growth stemming from our support team), added new roles on our support and sales teams, completely redesigned our website, and more. But as...

FormAssembly Teammate Highlight: Mariano Frasisti

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 Mariano Frasisti, Director of Sales. Name: Mariano Frasisti Title: Director of Sales With FormAssembly...

FormAssembly Teammate Highlight: Brittany Arnett

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 Brittany Arnett, Product Manager. Name: Brittany Arnett Title: Product Manager With FormAssembly Since: July...

Giving Back: Our Experience at the AppExchange/GlobalGiving Event

Through our partnership with Salesforce AppExchange and position as a Year in Review AppExchange Sponsor, we recently had the opportunity to work alongside Salesforce and other partners to brainstorm and collaborate on real solutions for nonprofits. At a volunteer...

FormAssembly Teammate Highlight: Angelique Pascual

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 Angelique Pascual, Customer Support Specialist. Name: Angelique Pascual Title: Customer Support Specialist...

FormAssembly Teammate Highlight: Jen Capenito

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 Jen Capenito, one of our awesome Customer Support Specialists. Name: Jen Capenito Title: Customer Support...

FormAssembly Teammate Highlight: Patrick Cummins

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 Patrick Cummins, our Lead Software Developer. Name: Patrick Cummins Title: Lead Software Developer...

FormAssembly Teammate Highlight: Molly Baker

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 Molly Baker, our Information Security Engineer. Name: Molly Baker Title: Information Security Engineer...

FormAssembly Teammate Highlight: Samantha Mestwarp

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 Samantha Mestwarp, one of our Business Development Representatives. Name: Samantha Mestwarp Title: Business...

FormAssembly Teammate Highlight: Chelsie Conder

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 Chelsie Conder, our Accounts Receivable Specialist. Name: Chelsie Conder Title: Accounts Receivable...

FormAssembly & GitLab CEOs Talk Benefits of Remote Culture, How to Thrive in a Remote Environment

We’re not the only company that sees the benefits of a remote work environment. GitLab Inc., creators of an open source software development platform, also has a remote policy in place. FormAssembly CEO Cedric Savarese and GitLab CEO Sytse (Sid) Sijbrandij got...

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[Infographic] 10 Reasons to Use FormAssembly: Financial Services

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

How’d You Do That?: Send Out a Pre-filled Web Form with Salesforce

We regularly hear from customers who need to email a web form to a number of people, with some custom prefilled data. For instance, they may need to ask contacts to update some information they have on file or are following up with a lead to gather more information....

6 Ways to Use FormAssembly for Events

One of the things customers love most about FormAssembly is the versatility of our product, and we’re always exploring new and creative ways to use form features. With the Salesforce New York City World Tour coming up on April 26, and with plenty of other events like...

Salesforce Native? Here’s What It Really Means

Salesforce Native. You’ve probably seen this feature noted in an AppExchange listing or headline. But what does it actually mean, and beyond that, what does it mean if an app is non-native? We’ll dive into both definitions, the gray area for apps that profess to be...

How’d You Do That?: Collect Stories for Blog Posts

I’m Eric Dreshfield. I’ve been a Salesforce user/customer since 2009. After a gentle push into the world of user groups by my manager, and taking one day each month to attend user group meetings in the Midwest, I started a local group in Southern Indiana in 2010. I...

5 Salesforce Users on What They Love About FormAssembly

Salesforce users love FormAssembly. Why? Because of our powerful Salesforce integration with web-to-anything functionality. Whether you need to prefill forms with Salesforce data, update Salesforce records, or create new records, you can do it all and more with...

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