[Webinar Recap] Form Review Masterclass #3: Salesforce-Connected Forms

Oct 24, 2019 | Resources, Webinar

We just wrapped up the third episode of our 2019 Form Review Masterclass webinar series! This series provided a great opportunity for our customers to have their own forms reviewed by our expert form-building team. In the first and second episodes, we focused on the form builder and payment forms, providing helpful feedback for real customers. The third episode of the series was all about reviewing Salesforce-connected forms—if you missed the live broadcast, read through our recap and replay the recording below.

We’re here to help you succeed

To kick off the webinar, we explained the different ways that FormAssembly helps our customers be successful when using our web form platform. Since our goal is to help you get the most out of our services, we provide:

  • Unlimited form assistance. We provide endless resources in the form of knowledge base articles, free classes, webinars, email and chat support, and much more.
  • Support from our Customer Success team. If you need one-on-one assistance, we’re here for you.
  • Implementation Services. Our Implementation Services team is available to help you with group training, onboarding assistance, and more.

Form #1: Utah Dept. of Heritage and Arts

To begin the form reviews, Katrina Garza, Director of Customer Success, and Hanna Tomelden, Implementation Manager, reviewed a form from Utah Department of Heritage and Arts. They made the following recommendations to help the organization improve its forms:

  • Continue to utilize dependencies to streamline forms and provide a more user-friendly experience.
  • Use one of FormAssembly’s built-in themes to spruce up form design and further improve user experience.
  • Set up contextual hint pop-ups to help users fill out forms.
  • Use the field editor to clean up formulas, removing any extra spaces to avoid errors.
  • Make sure the values used match the correct values in Salesforce.
  • Repeating sections should be parent steps instead of dependent or child steps in the Salesforce connector in order to associate with the correct record in Salesforce.

Form #2: Midwest Young Artists Conservatory

Next, Katrina and Hanna showed team members from Midwest Young Artists Conservatory some of the different ways they can improve their Intent to Participate form, including:

  • Use conditional logic to show relevant fields based on different responses.
  • Use checkboxes for multiple selection fields.
  • When field mapping in the Salesforce connector, presenting descriptive, user-friendly field choices and shortening the “send as” labels.
  • Clicking the check mark next to each field to “close” the fields once edits are complete.
  • Use the field editor to create formulas or to fix any formula syntax errors.

Form #3: Mennonite Mutual Insurance Company

For the final form review in this webinar, Katrina and Hanna provided feedback for Mennonite Mutual Insurance Company’s new quote submission form to help it run faster.

  • Fix delays by building workflows to separate complex connectors into separate forms. This change makes forms run more smoothly while keeping the user experience positive.
  • Set up redirect formulas.
  • When using a long connector, add comments and notes to document different steps in the setup.

Key Takeaways

FormAssembly makes data collection quick and easy with a user-friendly interface, powerful integrations, and advanced Salesforce-connected forms. Customers in all industries use FormAssembly’s innovative features to simplify complex business processes. If you ever need guidance or tips when using FormAssembly, we’re always here to help! Don’t hesitate to reach out to our Customer Success team or Implementation Services for extra assistance. Also, be sure to bookmark our handy resources page for additional form-building knowledge.


Want to see how we helped these customers make the most of FormAssembly’s Salesforce connector and other features?

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