FormAssembly’s robust Salesforce integration is one of our customers’ most-loved features. Using the powerful connector, our users can automatically send data collected from FormAssembly forms directly into Salesforce. No more duplicate data, manual data entry, or disconnected workflows.
Watch the webinar recording where our Knowledge team will show you how to harness the power of our Salesforce Connector.
What you’ll learn
In the session, our Knowledge team demonstrated the versatility of our powerful Salesforce Connector and how this feature can help streamline your Salesforce data collection. You’ll get a walk-through of all the important steps necessary to add a Salesforce Connector to a form, including how to:
- Configure the Salesforce integration
- Test Salesforce forms and connectors
- Use field mapping on different field types
- Set up skip-if formulas for Salesforce records
Before attending, be sure to check out part 1 and part 2 of our Formdational series, where we cover the basics of our platform.
Keep learning with FormAssembly
If you enjoyed this Formdational class, be sure to check out all the ways you can maximize your data collection in our eBook, Salesforce + FormAssembly eBook: Streamlining processes and optimizing data collection.
