SALESFORCE INTEGRATION

Take Control of How Data Flows Into Salesforce

FormAssembly is the secure, scalable data intake layer for Salesforce, helping teams capture, validate, and connect trusted data to power automation and AI.

Built specifically for Salesforce, FormAssembly gives teams full control to improve data quality, accelerate automation, and support more reliable, AI-driven workflows.

Get more from every Salesforce form

Seamless

Automate how data is collected and routed into Salesforce. Create and update records, map data across objects, and trigger workflows in real time without manual intervention.

Smart

Use advanced logic, bidirectional data flow, and workflow orchestration to control how data moves through Salesforce. Ensure every record is accurate, complete, and ready for automation.

Secure

Protect sensitive data with enterprise-grade security, authentication controls, and compliance-ready infrastructure. Ensure data is handled securely from collection to storage.

A Salesforce integration for the next generation of data collection

FormAssembly’s enhanced Salesforce Connector gives you full control over how data is captured, validated, and routed into Salesforce. With advanced logic, workflow orchestration, and real-time updates, you can move cleaner, more reliable data into your CRM and support automation and AI-driven workflows.

Streamline data dollection with
Salesforce-ready features

Dynamic prefill connector

Prefill forms with real-time Salesforce data to reduce repeat entry and improve accuracy. Create faster, more personalized experiences while ensuring data stays consistent.

Watch how the Prefill connector works.

Web-to-lead and beyond

With FormAssembly, you can send data directly to Salesforce, create and update records across standard and custom objects, attach files, and trigger workflows directly from your forms.

Salesforce dynamic picklists

Pull live Salesforce data into your forms so users always see up-to-date options. With dynamic picklists, you can reduce manual updates and ensure data consistency across your CRM.

See the dynamic picklist in action.

Salesforce import tool

Generate forms quickly by importing fields directly from Salesforce objects, including custom objects. Build faster with reusable templates and streamlined setup.

Save connector for incomplete forms

Capture partial submissions and sync them to Salesforce. Re-engage users and prevent lost data while maintaining a complete view of interactions.

Work with any object

Create, update, and relate records across any standard or custom object. Manage complex relationships and map data across your Salesforce model from a single workflow.

“FormAssembly is an insanely flexible form tool. I’ve been able to simplify business processes using the Salesforce prefill and submission connectors. I’m constantly amazed.”

– Mayra B., Salesforce Administrator

A better way to connect data to Salesforce

Get more from your Salesforce data collection

Replace manual processes with secure, Salesforce-connected data collection. Capture clean, structured data and send it directly to Salesforce to power automation and AI-driven workflows.

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Salesforce Connector: Your Questions Answered

Learn how FormAssembly’s Salesforce Connector helps you build smarter workflows, improve data quality, and control how data is created, updated, and managed across Salesforce.

Learn More

Is Your Salesforce Data Ready for AgentForce?

Watch this on-demand webinar to learn why trusted, structured data is critical for AI success. Hear how Salesforce teams are improving data quality to support automation and Agentforce.

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Ready to take control of your data?

Make the most of your data collection processes with FormAssembly and Salesforce.