SALESFORCE Integration

The trusted solution for Salesforce forms

Cleaner data in, more powerful insights out.

Because who doesn’t want better Salesforce data?

Seamless

Experience effortless data collection with FormAssembly’s web-to-anything functionality. Seamlessly send data to both standard and custom objects, dynamically create or update records, transmit form uploads directly to Salesforce files, initiate Chatter posts, and unlock a myriad of other possibilities.

Smart

Easily create and update leads, search existing records, and generate different objects—all within your forms. Work within a powerful native bidirectional Salesforce connector for clean, accurate, meticulous data.

Secure

LDAP, CAS, and SAML authentication, combined with robust encryption, ensure that the data you collect is protected and accessible only to authorized parties.

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

-Mayra B., Salesforce Administrator

Simplify data collection with advanced features

Prefill connector

Stop frustrating your respondents and give them the modern UX they expect with FormAssembly dynamic prefill. Automatically identify user and prefill forms with data previously collected and housed in Salesforce, and put an end to repeat data entry once and for all.

Web to lead Salesforce forms

Go beyond lead capture. Collect actionable data integrated with your Salesforce account. Avoid duplicate records by automatically searching existing records for a specific field, then update the existing lead, create a new lead, or create a different object all together. Add notes, attachments, and tasks, all at the point of collection.

Salesforce dynamic picklists

Cut down on manual data entry.
Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the field is clicked by a respondent, so the choices in your picklist always stay current without having to refresh the schema.

Salesforce import tool

Quickly create new web forms by pulling Salesforce object fields directly into forms that you can save as templates. Pick from any object available in your Salesforce organization, including custom objects.

Salesforce save connector

Don’t let data slip through the cracks. Whether respondents abandon a form or plan to return later, incomplete forms can still be transformed into Salesforce records, giving you the opportunity to engage and guide these respondents across the conversion finish line.

Work with any object

Update or create any type of object and handle any dependencies, making it easy to manage relationships between a lead and another record, such as a campaign or custom object. Use custom links and hidden fields to store references, lookups to find records, and field mapping to set relationships.

“For what you do – there are no competitors…”

Put your data to work with FormAssembly’s Salesforce integration. Prefill forms with available data, create and update standard and custom objects, and automate follow-up with no-code tools that anyone can master.

The preferred form builder for Salesforce users

eBook

How to get more out of your CRM with streamlined data collection

Learn how FormAssembly’s integrated data collection platform replaces outdated manual processes with efficient, streamlined data collection using Salesforce-connected web forms.

Download Now

Customer Success Story

Integration in action

Big Brothers Big Sisters (BBBS) of America chapters needed a data collection solution that integrated with Salesforce and eliminated manual data entry and communication silos.

See How They Did It

On-Demand Webinar

Maximize the ROI on your FormAssembly Salesforce integration

Join FormAssembly experts as they walk through how to use our fan-favorite Salesforce features.

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Salesforce users love FormAssembly. See why.

Don’t just collect data
— leverage it