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Salesforce
FormAssembly + Salesforce Flow: An Introduction
A form submission doesn’t have to stop at creating or updating a Salesforce record. With Salesforce Flow, it can set off the next step in your process automatically. This introductory training webinar shows how FormAssembly and Salesforce Flow work together. FormAssembly collects the information and sends it to Salesforce through the Salesforce connector, then a […]
Doing Good with Data: How Time Technology Built a Personalised Story Generator for ESL Students
FormAssembly’s Build a Form, Make a Difference contest challenged partners to create something new and useful for nonprofits — and Time Technology’s winning entry did exactly that. Time Technology is a UK-based Salesforce Consulting Partner for Nonprofits, and they built a web form to help ESL teachers generate unique short stories and comprehension questions for […]
Speed for Builders, Security for Everyone: How to Build and Monitor Compliant Data Intake
Every team in your organization is collecting data. The hard part is doing it fast enough for the people building the process and safely enough for the people accountable for it. Too often, that means choosing between form tools too simple to trust and BPM platforms too heavy to build in without a developer. Join […]
Whether you’re new to FormAssembly’s Salesforce integration or just want to brush up on the fundamentals, this training webinar takes you back to the basics of FormAssembly’s most powerful integrations. We walk through the core techniques you need to confidently create, update, and relate Salesforce records from your forms and workflows. Learn or brush up […]
Break the Bad Data Cycle: Find, Fix, and Prevent Salesforce Data Quality Issues
Clean CRM data isn’t a one-time cleanup project. Even after duplicates are merged, incomplete records are fixed, and outdated data is addressed, new issues keep finding their way in. The challenge isn’t simply cleaning your data; it’s understanding where problems originate and preventing them from happening again. In this joint session, DataGroomr and FormAssembly will […]
FormAssembly’s Microsoft Connectors: Automate Excel and SharePoint Workflows
Getting form data into the right hands often means getting it into the tools your team already uses. In this FormAssembly training webinar, we’ll show you how FormAssembly’s Microsoft Connectors automatically send data into Excel and files to SharePoint, so your team can act on it without manual exports or repetitive copy-pasting. We walk through: […]
Working with File Uploads in the Salesforce Workflow Connector
Uploading files to Salesforce is essential for many business processes. In this FormAssembly training webinar, we walk through the end-to-end process of sending files from FormAssembly to Salesforce using the Salesforce Workflow Connector. Through this build-along style training session, you’ll learn how to configure file uploads, map document steps, and connect your workflow to Salesforce […]
Better Data, Better Outcomes: Power Agentforce and CRM Processes with Better Data Collection
For Salesforce Builders – the Admins and Architects of CRM processes – the last few years have been a whirlwind. Agentforce is rapidly changing the expectations organizations have for their CRM – and raising the expectations on those teams who maintain the platform. Agentforce promises a future of agentic automation, where organizations can scale any […]
Your Salesforce Easy Button: Launching Prefilled Forms and Smarter Workflows
What if a single button could consistently prefill forms and streamline data processes for people? View this hands-on webinar focused on launching prefilled forms from Salesforce with an “easy button” that allows you to do exactly that. We walk through real-world examples that show how Salesforce buttons can launch FormAssembly forms with existing record data, […]
