SALESFORCE ADMIN

Data collection designed for Salesforce admins

The form and data collection solution of choice for Salesforce administrators.

The trusted solution for Salesforce forms

Easy to use

An easy-to-use no-code interface for creating forms, surveys, and more.

Bi-directional live updates

Admins and users alike can easily configure form fields, mapping them to Salesforce objects and fields without complex coding or configuration.

Data quality control

Stop manually correcting salesforce records. FormAssembly offers validation options to ensure data accuracy and completeness before it is submitted to Salesforce. Admins can implement validation rules and data validation logic to maintain data quality and integrity.

Automate your workflows

From form submission to lead or contact creation, FormAssembly supports workflow automation features such as conditional logic and auto-responses, enabling admins to automate routine tasks and streamline processes. Automate notifications, alerts, and follow-up actions based on form submissions.

Salesforce dynamic forms

The go-to Salesforce form builder. It’s loaded with features, easy-to-use, and delivers more accurate data outcomes.

Dynamic picklists

The dynamic picklist feature allows you to create tailored dropdown lists that dynamically populate based on Salesforce data. This level of customization ensures that your forms adapt to your unique business requirements, providing a seamless user experience every time.

Salesforce prefill connector

Automatically populate a form with values from related objects and records using just one URL parameter. This approach simplifies your URL while leveraging the connector’s capability to extract data from various Salesforce objects. See it in action.

Any Salesforce cloud

FormAssembly’s integration seamlessly connects with every Salesforce cloud, including Marketing Cloud, Sales Cloud, Nonprofit Cloud, and more guaranteeing efficient and effective data collection processes regardless across all Salesforce platforms.

Unlimited possibilities

With unlimited forms and unlimited submissions, you can set up your forms and workflows and let the processes run without manual intervention. Get more out of your Salesforce investment by choosing a platform that doesn’t limit your options.

Salesforce web-to-lead

Better than web-to-lead, this is web-to-anything. Send data to any standard and custom objects, conditionally create or update records, send form uploads to Salesforce
Files, create Chatter posts, and more.

Authentication

Sensitive data stays in the right hands
with Salesforce Community, LDAP, CAS,
and SAML authentication on forms.

Don’t just take our word for it

Hear why FormAssembly is the data collection solution of choice for Salesforce users like Dell.

Resources for the Trailblazer community

As trailblazers and active Salesforce users, we craft integrations that power our operations from within.

EBOOK

FormAssembly + Salesforce Bundle

Read our top FormAssembly + Salesforce tutorials all in one eBook

download

HOW TO VIDEO

Connecting Web Forms to Salesforce

Learn how to integrate Salesforce forms, set up web-to-lead functionality, and sync respondent data with FormAssembly + Salesforce.

watch

BLOG

Add a Salesforce Connector

Follow along in this Formdational Class to learn how to add your Salesforce connector to FormAssembly

enjoy