Financial Services Cloud

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

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!