SALESFORCE INTEGRATION

Automate data collection and routing with FormAssembly Atlas. Instantly send form responses to Salesforce as standard or custom objects, create or update records in real time, store file uploads in Salesforce, trigger Chatter posts, and more. All with just a few simple prompts.

Use our powerful bidirectional Salesforce connector to create and update leads, search and prefill existing records, and generate multiple objects in a single workflow. Clean, structured data goes in—and stays accurate across your system.

Atlas includes enterprise-grade security features like SAML, CAS, and LDAP authentication, plus end-to-end encryption to ensure that sensitive data is protected and accessible only to the right people.

Stop asking for the same information twice. With FormAssembly’s dynamic prefill, forms automatically populate with existing Salesforce data, giving users a seamless experience and reducing repeat entry. Identify users, personalize forms, and speed up completion with every click.

Watch how the Prefill connector works.

Capture leads, convert faster, and keep your Salesforce clean. With FormAssembly Atlas, you can send data directly to Salesforce, search for existing records, and automatically update or create new ones—right from your form. Add notes, attachments, and tasks at the moment of data capture to drive action immediately.

Cut back on manual updates and ensure accuracy. Dynamic Picklists pull real-time values from Salesforce into your forms, so multiple-choice fields always reflect your current database. Respondents see up-to-date options without the need for schema refreshes.

See the dynamic picklist in action.

Build forms in record time. Import fields from any object in your Salesforce org—including custom objects—and use them to generate reusable templates. With Atlas, intelligent form creation starts with just a few clicks.

Never lose valuable data. Whether a user abandons a form or returns later, FormAssembly captures incomplete responses and transforms them into Salesforce records. You gain more opportunities to re-engage and move people toward conversion.

Atlas gives you full control over your Salesforce data model. Create or update standard and custom objects, manage record relationships, use hidden fields for lookups, and map values across dependent objects—all from a single form.