The Power of Prefill: How to Make the Most of Salesforce Workflow Connector Capabilities  

When it comes to digital forms, prefill can dramatically streamline data collection and improve your customer’s experience. But with FormAssembly’s recently-launched Salesforce Workflow Connector, the prefill capabilities are much more powerful.

In this training session, we break down how prefill works within the Salesforce Workflow Connector, how it differs from form-level prefill, and how to use other capabilities in the connector to unlock powerful new use cases.

See live demonstrations of Salesforce data being securely passed through FormAssembly workflows, and learn first hand how to design prefilled experiences that are faster, more accurate, and easier for users to complete.

Get training and demonstrations that cover: 

• How prefill works in the Salesforce Workflow Connector
• Using workflow variables to drive dynamic, reusable prefills
• Prefilling repeatable sections and related record data
• Key differences between legacy and workflow-based prefill approaches
• And more!

We also touch on best practices for adopting the Salesforce Workflow Connector, including migration considerations and available resources for getting started.