FormAssembly + Salesforce: Back to the Basics

Whether you’re new to FormAssembly’s Salesforce integration or just want to brush up on the fundamentals, this training webinar will take you back to the basics of one of FormAssembly’s most powerful integrations.

We’ll walk through the core techniques you need to confidently create, update, and relate Salesforce records from your forms and workflows.

Learn or brush up on how to:

• Look up existing Salesforce records and use lookup criteria to determine when records should be updated
• Create and update Contacts and other Salesforce records
• Relate Salesforce objects and records when working with connected data
• Use repeatable sections to create or update multiple Salesforce records
• Use conditional logic to control when actions happen and reduce errors
• Review connector logs to troubleshoot issues with submissions

Some concepts will be shown at both the form and workflow levels, giving you a clearer understanding of how Salesforce integrations work in FormAssembly. Tune in and see which basics may become your team’s new best practices.