Upcoming & On-Demand Webinars

Uploading files to Salesforce is essential for many business processes. In this FormAssembly training webinar, we walk through the end-to-end process of sending files from FormAssembly to Salesforce using the Salesforce Workflow Connector. Through this build-along style training session, you’ll learn how to configure file uploads, map document steps, and connect your workflow to Salesforce […]

For Salesforce Builders – the Admins and Architects of CRM processes – the last few years have been a whirlwind. Agentforce is rapidly changing the expectations organizations have for their CRM – and raising the expectations on those teams who maintain the platform. Agentforce promises a future of agentic automation, where organizations can scale any […]

What if a single button could consistently prefill forms and streamline data processes for people? View this hands-on webinar focused on launching prefilled forms from Salesforce with an “easy button” that allows you to do exactly that. We walk through real-world examples that show how Salesforce buttons can launch FormAssembly forms with existing record data, […]

As the volume and sensitivity of data entering your CRM increase, the complexity of implementing effective Data Stewardship grows. For builders in roles like Salesforce Administration and Solution Architecture, controlling how your organization collects and handles sensitive data is paramount—it’s the difference between efficient, compliant processes and dangerous data breaches. Watch on demand for this […]

Are you a “Builder” tasked with securing and streamlining your organization’s data processes within Salesforce? Secure processes don’t have to be a bottleneck. Join us for an in-depth session where you’ll learn how to take control of the data entering your CRM, ensuring it’s clean, accurate, and AI-ready. This session covers how FormAssembly tools empower […]

Are you a Salesforce Admin, Architect, or Business Systems leader—a “Builder”—tasked with maintaining a clean, reliable CRM? In the age of AI and automation, bad data is more than just a nuisance; it’s a mission-critical blocker. Automation depends on trusted inputs, and AI-powered insights crumble without clean source data. Take control of the data entering […]

See how your organization can replace disconnected document and signature tools with a single, automated process that can handle customized documents and multiple signers at scale. You’ll see two demonstrations: First, an NDA (Nondisclosure Agreement) workflow — linking a data collection form to an e-signature step and routing the completed, signed PDF to Google Drive […]

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 […]

Working with repeatable sections in Salesforce integrations can be powerful — but only if you understand how they behave inside workflows. In this FormAssembly training webinar, we’ll break down how repeatable sections work when used with the Salesforce Workflow Connector and how to map repeating data reliably to Salesforce objects. You’ll learn how to create […]