Financial Services Cloud

Your Guide to FormAssembly’s Salesforce Integration for Financial Services Organizations

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formassembly salesforce financial services cloud ebook

Learn how FormAssembly not only improves but enables your flow of data into Salesforce

If you work in financial services, use Salesforce, and need a Salesforce-connected solution for web forms and data collection this eBook is for you. Download to learn:

  • How FormAssembly integrates seamlessly with Salesforce Financial Services Cloud
  • The key features of our Salesforce integration, including the ability to create and update any standard or custom object in Salesforce
  • Features beyond our Salesforce integration, such as payment integrations and e-signature
  • Use cases for financial services and beyond!

Download the FormAssembly + Financial Services eBook today!

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