Upcoming & On-Demand Webinars

Upcoming Webinars

May 20 2:00 pm EST
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 webinar will dive into how FormAssembly […]

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Jun 17 2:00 pm EST
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. Join us for this in-depth, […]

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May 27 2:00 pm EST
How FormAssembly Uses FormAssembly: Real Use Cases, Real Results

What does it look like when a company uses its own platform every day to automate tasks and solve real operational challenges? In this training webinar, the FormAssembly team will pull back the curtain and showcase how a few internal FormAssembly teams use the platform for their processes — from collecting feedback and managing product […]

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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
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
Salesforce
Garbage In, Garbage Out: Why Clean Data is the Secret to Salesforce Success
Maintaining data quality has been a consistent challenge for Salesforce admins everywhere. Validating data, de-duping, and enriching tasks keep CRM managers busy, no matter their field.  But with the advent of AgentForce – your data quality is in the spotlight like never before. Is it consistent and complete? Is it agent accessible? Is it ready […]
1h:00min
Garbage In, Garbage Out: Why Clean Data is the Secret to Salesforce Success
Salesforce
FormAssembly’s Latest Enhancements: Unleash Advanced Automation, Document Generation, and new CRM Integrations
Join our Webinar: Unlock the Power of FormAssembly’s New Features Discover how FormAssembly’s redesigned Salesforce connector and new HubSpot connector, along with major Workflow automation builder updates, can revolutionize your data workflows. Learn how to: Plus: Get a sneak peek of upcoming esignature capabilities in Workflow.
57 min
FormAssembly’s Latest Enhancements: Unleash Advanced Automation, Document Generation, and new CRM Integrations
Salesforce
Mastering your Salesforce Data: Tricks, and Tools to Become a Data Hero
Every week, Salesforce admins battle bad data, spending hours on manual fixes—yet 60% still struggle with accuracy. Quick fixes aren’t solving the problem. They’re draining your time, your budget, and your impact. But with the right tools, you can become the hero your organization needs. Want to learn how? Then this webinar is for you. […]
1h:02min
Mastering your Salesforce Data: Tricks, and Tools to Become a Data Hero
Salesforce
Maximizing Nonprofit Impact: Tech That Makes a Difference
Nonprofits face unique challenges – limited resources, tight budgets, and the constant pressure to maximize impact. This webinar will explore how innovative technology can help your organization overcome these hurdles. Hear from real-world examples: Learn how to: Join this panel discussion to discover how technology can empower your nonprofit to achieve greater impact with fewer […]
1h:01min
Maximizing Nonprofit Impact: Tech That Makes a Difference