Resources

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eBooks

Upcoming Webinar — Facing Change in Healthcare: How to Weather Shifts in Security, Compliance, and Workplace Norms

Amidst the coronavirus pandemic, healthcare organizations are facing change in multiple areas. Not only must they take care of patients who are sick or at-risk, but they must also remain focused on data security and compliance, while adjusting to changes in workplace...

[Webinar Recap] FormAssembly’s May 2020 Demo Webinar

We just wrapped up our May 2020 webinar! FormAssembly’s demo webinar series is meant to provide a closer look at our all-in-one web form builder and data collection platform. We host a new installment of this series each month to make sure everyone has a chance to...

[Webinar Recap] 5 Ways to Manage Higher Ed Administration Remotely

Because of the current worldwide health crisis, colleges and universities are facing new challenges as they shift to remote operations. In lieu of the in-person Salesforce Higher Ed Summit 2020 event, we’ve teamed up with Mogli, a Salesforce SMS app, to deliver a...

[eBook]: 22 Ways to Use FormAssembly for Remote Work Success

This year, thousands of workers have had to transition to remote work quickly and unexpectedly. If you already work remotely, perhaps you’ve noticed a need to help your organization’s processes be more efficient. If either of these examples describe your situation, we...

[Whitepaper] FormAssembly + Idealist Consulting: Web Forms for Nonprofits 101

Does your nonprofit organization always seem to be struggling with inefficient processes and time-consuming administrative tasks? If so, it might be time to forge a new path by updating your outdated systems for good. With a powerful data collection platform like...

Get a Closer Look at FormAssembly in the May 2020 Demo Webinar

Interested in learning more about FormAssembly? Our web form builder and data collection platform has transformed inefficient data collection processes for thousands of organizations in all industries, and we want to show you how it all works! Join our May demo...

eBook: Why Your Organization Needs a Data Governance Strategy and How to Create One

In a recently updated eBook, Why Your Organization Needs a Data Governance Strategy and How to Create One, we explain why data governance is a crucial achievement for every organization. This resource includes tips and best practices for building a successful data...

Partner Webinar: 5 Ways to Manage Higher Ed Administration Remotely

With Higher Ed Summit 2020 canceled due to the COVID-19 crisis, we want to continue to bring helpful resources to the higher education community. On May 28, 2020 at 2 p.m., we’re hosting a webinar with Mogli to share five helpful tips that will help your college or...

[Webinar Recap] 5 Ways to Improve Your Salesforce Data Collection

We hope you were able to join our recent partner webinar, “5 Ways to Improve Your Salesforce Data Collection,” featuring Lucy Mazalon, Editor at the popular Salesforce blog Salesforce Ben. At FormAssembly, we know how important it is to not only collect better data,...

[Webinar Recap] FormAssembly’s April 2020 Demo Webinar

We hope you were able to join in on our April 2020 demo webinar! Our demo webinar series is designed to provide a closer look at our all-in-one web form builder and data collection platform. In each part of this series, we walk through key FormAssembly features to...

Submit Your Forms for the June 2020 Form Review Masterclass Webinar

Another installment of the 2020 Form Review Masterclass webinar series is approaching! This series is a great opportunity for FormAssembly customers to receive form-building feedback from our experts. This series is all about helping our customers perfect their web...

Partner Webinar: 5 Ways to Improve Your Data Collection

Our next partner webinar is coming up on May 7, 2020 at 11 a.m. EDT! For this installment of the FormAssembly partner webinar series, we’ll be talking with Lucy Mazalon from Salesforce Ben about five ways to improve your data collection in Salesforce. Read on for a...

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GLBA and the Impact on Higher Ed Policies: How FormAssembly Can Help

Whether you’ve studied at or been employed by a college or university, you know how vital it is to safeguard sensitive student information. University staff members are responsible for protecting and securing the data they collect, which often includes information...

Impact Labs Uses Gamified Forms to Understand Community Challenges

New to Salesforce gamification? Read this study to learn how Impact Labs created gamified forms to learn about community impact and social issues.

Gameflow Interactive Opts for FormAssembly as the Registration Form Maker of Choice

The Form Advocate

ElevateActual Uses FormAssembly as the Leading Data Platform for Aeronautics

The Form Advocate Case Study Snapshot ElevateActual is a FormAssembly Partner founded by Principal Consultant, Peter Bernardi. This boutique consulting firm works with the government and higher education industries to create revolutionary new data processes and to...

The Power of a Partner: Creating Sustainability from the Roots Up

The Form AdvocateProject Manager (Arkus) Download your copy of theArkus case study!Case Study Snapshot When Arkus, a New York-based consulting agency, began working with Eden Reforestation Projects, the mission was clear: put data to work to help tackle global...

FormAssembly Helps Give Something Back Implement Smarter Data Collection for Student Programs

The Form Advocates Assistant Director of Technology and Programs Case Study Snapshot Give Something Back’s FormAssembly story began 2 years ago when Jonathan Pugh came on board. The nonprofit organization’s tuition and scholarship programs were scaling up so quickly,...

Oakland Public Education Fund Uses FormAssembly to Kickstart Volunteer Forms, Education Grants, and More

The Form Advocates Systems and Database Administrator Case Study Snapshot The Oakland Public Education Fund is an umbrella organization that manages funds, handles details like human resources and payroll, and provides assistance with hiring and benefits for its...

Giving Tuesday: A Roundup of FormAssembly’s Nonprofit Impact

At FormAssembly, the work our customers do around the globe is incredibly important to us. When it comes to serving nonprofit organizations in the United States and abroad, we’re proud to play a small role in shaping the way nonprofit teams collect, use, and manage...

Supermums Uses FormAssembly for Powerful External Training and Streamlined Internal Processes

The Form AdvocatesHead of Training Case Study Snapshot Over the course of 2019, FormAssembly has been proud to sponsor and highlight Supermums, an initiative started by Certified Salesforce Administrator and Sales Cloud Consultant, Heather Black. Heather founded...

Kentucky YMCA Youth Association Uses FormAssembly to Develop Middle and High School Student Programs

The Form AdvocatesNational Resource Coordinator Office Manager Case Study Snapshot When the Kentucky YMCA Youth Association adopted Salesforce, staff members picked up FormAssembly in one swift transition. Doing so has allowed the organization to reach more than...

3 Customers Share How FormAssembly Helps them Achieve More Every Day

FormAssembly’s advanced web form and data collection platform has boosted productivity for businesses within every industry, including healthcare, government, higher education, financial services, nonprofit, and more. In this blog, we highlight some of our top...

PASA Leverages FormAssembly’s Robust Features and Security to Save Thousands

The Form AdvocatesSystems Analyst & Change Catalyst Case Study Snapshot We recently sat down with Christina Kostelecky, Systems Analyst at the Pennsylvania Association for Sustainable Agriculture (PASA), to learn how her organization implements web form systems on...

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[eBook]: 22 Ways to Use FormAssembly for Remote Work Success

[Whitepaper] FormAssembly + Idealist Consulting: Web Forms for Nonprofits 101

eBook: Why Your Organization Needs a Data Governance Strategy and How to Create One

[eBook] 4 Problems that Limit Productivity in the Workplace and How to Solve Them with Better Data Collection

No matter what type of organization you’re running, you’ve likely encountered some challenges that limit your productivity. Low productivity can lead to a ton of other issues, like higher costs, lower output, and employee burnout. No one wants any of that! That’s why...

New FormAssembly + Brandcast eBook: Digital Lead Generation

Have you ever invested in new tools or technology solutions, but weren’t sure how to get the most out of your investment? In the fast-moving world of digital lead generation, content production, and marketing operations, it’s critical that you develop an innovative...

[eBook] Cooking up Salesforce Success: 5 Salesforce + FormAssembly Tutorials to Spice Up Your Workflow

Many Salesforce customers trust FormAssembly to streamline their data collection processes. While Salesforce is a great CRM, pairing it with FormAssembly takes it to the next level. There are dozens of game-changing ways to use these tools together to transform your...

[eBook] The Ultimate Guide to Web Form Design

There is no shortage when it comes to issues in web form conversion. From checkout forms to job applications, sometimes it seems that people just don’t...

[eBook] FormAssembly + Salesforce: Streamlining Processes and Optimizing Data Collection

FormAssembly’s powerful integration capabilities improve data collection processes for Salesforce users in every industry, from higher education to financial services and beyond. Our eBook, FormAssembly + Salesforce: Streamlining Processes and Optimizing Data...

[Whitepaper] The State of Data Privacy in 2019

Data privacy trends are changing rapidly in 2019, with several new laws and regulations that may impact your business. FormAssembly’s mission is to help organizations in all industries become better stewards of the data they collect, and we’re committed to sharing our...

5 Technology Leaders Share the Most Important Things They’ve Learned at Dreamforce

Are you in the middle of planning your Dreamforce 2019 itinerary? With only one month away, now is the perfect time to set yourself up for success with all that Dreamforce has to offer. Dreamforce 2019 is sure to pack a punch, whether you’re a Salesforce admin, a...

[eBook] 100 Ways to Use FormAssembly

You already know that FormAssembly offers you unlimited forms and responses, unlimited support, unlimited potential with integrations and more, but did you also know that FormAssembly unlocks unlimited use cases? We compiled 100 (that’s right—100!) of our favorite use...

[eBook] FormAssembly + Salesforce Financial Services Cloud

Get the eBook: FormAssembly + Salesforce Financial Services Cloud Your Guide to FormAssembly’s Salesforce Integration for Financial Services Organizations If you work in financial services, use Salesforce, and need a Salesforce-connected solution for web forms and...

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Upcoming Webinar — Facing Change in Healthcare: How to Weather Shifts in Security, Compliance, and Workplace Norms

[Webinar Recap] FormAssembly’s May 2020 Demo Webinar

[Webinar Recap] 5 Ways to Manage Higher Ed Administration Remotely

Get a Closer Look at FormAssembly in the May 2020 Demo Webinar

Partner Webinar: 5 Ways to Manage Higher Ed Administration Remotely

[Webinar Recap] 5 Ways to Improve Your Salesforce Data Collection

[Webinar Recap] FormAssembly’s April 2020 Demo Webinar

Submit Your Forms for the June 2020 Form Review Masterclass Webinar

Partner Webinar: 5 Ways to Improve Your Data Collection

[Webinar Recap] 10 Tips for Successfully Transitioning to a Remote Work Environment

We hope you were able to join our recent webinar, 10 Tips for Successfully Transitioning to a Remote Work Environment. With so many companies currently making the transition to remote work because of COVID-19, we put together some of our best remote work advice from...

[Webinar Recap] Transforming Higher Education With Better Data Collection

We recently wrapped up our higher-education-focused webinar, Transforming Higher Education With Better Data Collection. In the webinar, FormAssembly’s higher ed experts talked about how more efficient data collection processes can be helpful for solving some of the...

See FormAssembly in Action in our April 2020 Demo Webinar

Want to find out more about how FormAssembly’s web form builder and data collection platform can transform processes at your organization? Join us for our next monthly demo webinar on April 29, 2020, where we’ll be walking through some of FormAssembly’s key features...

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Is Your Business GDPR Compliant? Download Our Checklist to Find Out

Europe’s General Data Protection Regulation, or GDPR, is one of the most notable data privacy laws in the world. If an organization fails to comply, they run the risk of massive fines, loss of customer trust, and other negative consequences. In our new GDPR Compliance...

Are You Compliant With CCPA Regulations? Find Out With This Checklist

Let’s face it: compliance can be complicated. With a patchwork of data privacy laws in the United States, in addition to other regulations worldwide, there’s a lot to keep track of. But, have no fear—FormAssembly is here to help make compliance simple. In our new CCPA...

[Infographic] Financial Services Data Collection Checklist

Financial services organizations, including mortgage companies, banks, investment firms, and more, collect sensitive customer data on a daily basis in order to do business. Because financial services data is often exploited by criminals, it’s crucial to have a...

[Infographic] HIPAA Compliance Checklist

HIPAA compliance is likely a familiar topic to you if you work in a healthcare organization that is located in or operated in the U.S. To avoid hefty fines related to handling and processing protected health information, it’s vital that you follow the requirements of...

[Infographic] 6 Steps to Survey Success With FormAssembly

Not only can you create donation forms, payment forms, and event registration forms with FormAssembly, but you can also create online surveys! Poll your customers, employees, or organization members on any topic imaginable with sleek, modern forms built quickly and...

[One-Pager] Got Well-Designed Forms

Got Forms? How much attention do you pay to how their designed and the user experience of filling them out? FormAssembly’s form builder includes lots of functionality geared at improving your data quality and simplifying the form filling experience. What kind of...

[One-Pager] Got Connected Forms?

Got Forms? How connected are they? With FormAssembly you can integrate with all kinds of systems you already use so you can send data where it needs to go in a flash, simultaneously cutting down on manual data entry and human error. Pardot, PayPal, Salesforce...

[Infographic] 11 Reasons to Use FormAssembly to Collect and Manage Your Data

Two years ago, we wrote a blog post about all the reasons our customers love FormAssembly. It wasn't hard to come up with a ton of great reasons, 11 to be exact. Our Salesforce integration was an obvious choice. Tons of customers use our prefill and submit connectors...

[Infographic] GDPR: Obtaining Informed Consent

This information is provided as-is, based on our best understanding of the information publicly available and our consultations with our legal counsel. This is not legal advice, and we cannot answer questions about your particular situation. You should consult with...

[Infographic] 10 Reasons to Use FormAssembly: Financial Services

Companies in the financial services industry have diverse characteristics, but they all need to collect data for some purpose or another, whether it’s mortgage and loan applications, client onboarding, or something else. To accomplish this and cut through arduous...

[Infographic] Who Uses FormAssembly in Financial Services

FormAssembly is the ideal web form solution for financial services organizations ranging from banks to wealth management organizations. Our financial services clients use FormAssembly for tax information collection, customer surveys, and so much more. Learn more about...

[Infographic] 10 Reasons to Use FormAssembly: Nonprofit

If your organization is nonprofit, you probably collect lots of different types of information on a daily basis: contact information, donations, program signups, the list goes on. An all-purpose web form solution like FormAssembly can meet all your data collection...

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"FormAssembly’s documentation is invaluable when it comes to creating and connecting forms because it is organized, up-to-date and extremely thorough. They have made it incredibly easy to find anything that you would need in their documentation library. I have been using FormAssembly for about 3 years now and I sometimes come across an obscure question and I can simply type the question in the search engine and find the exact resource I need."

Resources

—Kortney Cervantes, Certified Salesforce Consultant, Cloud Giants

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