THE ROAD TO DREAMFORCE
The Future of
Data Collection for Salesforce is Here
Join us on the Road to Dreamforce as we unveil sneak peaks to a whole new suite of AI-powered data collection tools for Salesforce users. From October 6-10, explore five days of live-streamed insights designed to help organizations build faster, convert better, and secure their data.
See the full schedule and register for individual sessions below.
Day 1: October 6, 2pm ET
Forms in a Flash: Instantly Turn Paper, PDFs & Screenshots into Salesforce-Ready Forms
If the thought of digitizing paper forms or rebuilding faulty web forms sounds like too big of a project, this session is for you. Discover how new AI-powered tools can instantly convert paper forms, existing PDFs, and even screenshots into beautiful, functional, and Salesforce-ready web forms.
This demonstration shows how the heavy lifting is done, so Salesforce admins can focus on collecting the data they need, faster than ever.
Day 2: October 7, 2pm ET
Salesforce Forms that Convert: Insights from 1.6B Form Interactions
Form conversions are the gateways for patients, students, and customers to interact with an organization. In this session, learn best practices derived from analyzing over 1.6 billion form interactions on the FormAssembly platform.
This session covers how to use analytics and simple edits to significantly improve the conversion rates of your Salesforce Integration forms, turning more visits into qualified leads, applications, and signups.
Day 3: October 8, 2pm ET
Forms that Flow: How to Get Clean, Accurate Salesforce Data Every Time
In the age of AI, the quality of data fed into business systems is more important than ever. Messy data from multiple sources can complicate reporting and lead to serious issues.
This session demonstrates how to build data collection processes that ensure only complete and correct data syncs to Salesforce. Learn to utilize powerful features like preconditions and action dependencies to prevent bad data at the source and maintain a clean and reliable CRM.
Day 4: October 9, 2pm ET
AI-built Forms and Workflows: Just Describe It and Done
Building out new processes and workflows can be a complex, time-consuming project. What if you could use AI to do the heavy lifting?
This session provides a glimpse into the future of work, demonstrating how users can simply describe their data collection needs and have an AI assistant build the form, workflow, and notification steps for them. See how easy it is to review, edit, and publish AI-generated processes.
Day 5: October 10, 2pm ET
Collect Signatures and Send Signed Documents to Salesforce
Digital signature workflows are convenient for the signer but can be a challenge for organizations to set up, often involving complex and expensive software.
This session demonstrates how to use one secure platform to collect data, generate documents, send them for an e-signature, and sync everything back to Salesforce seamlessly. The demo will feature a real-world workflow from the Higher Ed space.
Ready for the next chapter?
What you’ve seen in the Road to Dreamforce series is just the tip of the iceberg. A whole new suite of tools will be fully unveiled in a special Salesforce-hosted webinar.