Level Up Your Forms: Prefill, Connectors & Approvals in FormAssembly

If you’ve struggled to give your respondents fast, convenient form experiences, this webinar is for you.  Product Trainer Joelle Swanson will demonstrate how you can use your Salesforce CRM data to personalize forms for respondents and improve the quality of the data you collect simultaneously.

In this webinar, we’ll:

• Take a dive deep into prefilling forms:  Using the SFDC Prefill connector and leveraging merge fields to personalize forms for your respondents. Explore effective prefill applications within workflows, including form-to-form prefill for a seamless experience.
• Explore advanced form integration with Salesforce: Using Salesforce Dynamic Picklists and learning how to handle connector errors gracefully. We’ll also explore Salesforce Rules and Duplicate Rules to ensure data accuracy.
• Learn how approval workflows give you more control over your connectors:  Include manual review steps before submitting data to your CRM. 

This session covers many questions attendees submitted during our 2024 User Conference, but make sure to join this sessions live Q&A for answers to your own data collection challenges.

Get ready to transform your forms with automation, streamlined data handling, and efficient approvals!