FormAssembly has launched an updated Salesforce Workflow Connector that streamlines setup, enables more advanced logic, introduces variable storage, and allows seamless integration with multiple forms – all from a visual, user-friendly workflow canvas.
Check out the video below from our annual virtual user conference, FormFest, that explains how the connector works, or read on for an overview.
Meet the Redesigned Salesforce Workflow Connector
The Salesforce Connector is a cornerstone of many FormAssembly use cases. Now, it’s better than ever! With the newly updated Salesforce Workflow Connector, users gain access to a more visual, powerful, and flexible experience that brings configuration, logic building, and data flow into a single streamlined interface.
Here’s an overview of what’s new, why it matters, and how it can help your team work more efficiently with Salesforce and FormAssembly.
Why This Update Matters
This new experience was driven by years of user feedback, from support tickets to conversations with implementation advisers. Every enhancement is aimed at making the Salesforce Connector more intuitive, powerful, and flexible for both everyday users and technical admins.
A Unified Connector Experience
What’s Changed:
- You no longer need separate connectors for prefill, submit, and after-submit actions.
- The new Salesforce Workflow Connector does it all in one step, cutting down on complexity and setup time.
Smarter Visual Query Building
The new query builder introduces:
- A Salesforce-like filter notation that mirrors what admins already use in Salesforce.
- Visual logic building, where you can:
- Require all conditions to be met,
- Allow any condition to pass, or
- Create custom logic with live syntax validation.
- Require all conditions to be met,
- Clear feedback on how your query is structured and what it returns.
Additionally, you can now pass data between multiple forms using a single connector.
Simplified Preconditions Instead of Complex Formulas
Instead of complicated skip-if formulas, the new interface uses preconditions. Preconditions allow users to:
- Easily define when an action should run.
- Quickly understand setup by reviewing the clean visual logic.
This makes everything more readable, more maintainable, and far more scalable.
Flexible Action Dependencies
With the updated connector:
- You can define multiple actions in one connector.
- Choose if actions run independently or based on the success of others.
- Use customizable action titles and descriptions for better organization.
- Manage complex workflows with clear execution order.
Introducing Workflow Variables
This is one of the most exciting updates of the new Salesforce Connector: variables.
Variables allow you to:
- Return any Salesforce field value (not just record IDs).
- Store values as reusable variables in your workflow.
- Eliminate the need for hidden fields in your forms.
- Use variables across native workflow steps and document generation.
Built for Efficiency
The new connector was built using Salesforce’s Composite API, which reduces the number of API calls and improves performance and reliability. The connector is also compatible with the new Document Generation feature, which automatically pushes generated files into Salesforce.
Workflow Replay for Error Recovery
Errors happen – but now, you don’t need to restart an entire workflow when they do. With Workflow Replay, you can:
- Resume a failed workflow from the point of error.
- Save time and reduce manual rework.
- Troubleshoot faster and with fewer interruptions.
Final Thoughts
This next-generation Salesforce Workflow Connector is more than just an update – it’s a reimagining of how FormAssembly customers can integrate, automate, and scale with Salesforce.
Whether you’re a seasoned admin or a business user configuring your first workflow, these new features are designed to make your job easier, your processes smarter, and your organization more agile.
