Upcoming & On-Demand Webinars

Upcoming Webinars

Jul 30 2:00 pm EST
Working with File Uploads in the Salesforce Workflow Connector

Uploading files to Salesforce is essential for many business processes. In this FormAssembly training webinar, we’ll 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 […]

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On-demand webinars

Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? 
Browse our library of on-demand webinars.

Salesforce
Your Salesforce Easy Button: Launching Prefilled Forms and Smarter Workflows
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, […]
1h:01min
Your Salesforce Easy Button: Launching Prefilled Forms and Smarter Workflows
Salesforce
Better Data, Better Outcomes: Power Agentforce and CRM Processes with Better Data Collection
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 […]
1h:02min
Better Data, Better Outcomes: Power Agentforce and CRM Processes with Better Data Collection
Salesforce
Automating Sensitive Data Collection: Architecting Trustworthy Processes That Scale
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 […]
31 min
Automating Sensitive Data Collection: Architecting Trustworthy Processes That Scale
Salesforce
Building the Secure Data Layer: Authenticated, Prefilled Salesforce Forms
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 […]
30 min
Building the Secure Data Layer: Authenticated, Prefilled Salesforce Forms
Salesforce
AI-Ready CRM Data: Preventing Duplicates & Errors at the Source
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 […]
27 min
AI-Ready CRM Data: Preventing Duplicates & Errors at the Source
Salesforce
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 […]
58 min
The Power of Prefill: How to Make the Most of Salesforce Workflow Connector Capabilities  
Salesforce
Using Repeatable Sections with the Salesforce Workflow Connector
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 […]
1h:00min
Using Repeatable Sections with the Salesforce Workflow Connector
Salesforce
Choosing the Right Data Collection Partner: Real World Insights from Real Customers
What really makes a forms-based data collection tool the right choice for the long haul? Watch on-demand for a data-based analysis of how top form tools stack up, and what actually drives satisfaction, renewals, and results. InfoTech analyst Emily Wright walks through real user insights from the SoftwareReviews platform, highlighting what buyers value most and […]
58 min
Choosing the Right Data Collection Partner: Real World Insights from Real Customers
Salesforce
Data Collection in 2025: Insights, Trends, and What Comes Next
Join us on June 17th at 2 PM ET to explore the findings of our new report, “Data Collection in 2025.” Discover the key challenges organizations face in managing today’s growing data streams and learn how automation can bridge the gap between business needs and data realities. Based on a survey of over 400 professionals, […]
55 min
Data Collection in 2025: Insights, Trends, and What Comes Next
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