Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? Browse our library of on-demand webinars.
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 […]
Mission-Critical Compliance: Navigating CMMC and Data Collection
As CMMC requirements reach full rollout for the Defense Industrial Base, the margin for error in data collection has vanished. For IT leaders, the challenge is twofold: maintaining rigorous security protocols without creating bureaucratic bottlenecks that stall the mission. Join us for a deep dive into how FormAssembly provides a FedRAMP High and DoD IL4-authorized […]
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 […]
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 […]
Modernizing the Mission: Architecting Data Pipelines for Salesforce
This on-demand session outlines the tactics and tools successful public sector organizations are using to build compliant data intake processes that integrate with Salesforce and other critical back-end systems. Experts from FormAssembly and Coastal discuss new tools available to improve Government projects involving AI, Data Cloud and Agentforce as well as challenges with PubSec data […]
Working with Person Accounts in Salesforce: Setup, Campaigns, and FormAssembly Integration
Person Accounts are essential for many Salesforce use cases — but understanding how they work, and how to use them correctly with FormAssembly, can be challenging without the right foundation. View this training webinar and see a walkthrough of how Person Accounts function within Salesforce. You’ll not only learn proper setup, but how to connect […]
Rapid, Secure, Compliant: A New Approach to Government Data Collection
For agencies prioritizing digital services, the goal is clear: move faster, eliminate paper, and elevate the citizen experience. However, for agencies handling sensitive information, “moving fast” often collides with the wall of complex compliance requirements. The result? Fragmented “shadow IT,” manual workarounds, and siloed workflows that compromise both security and constituent trust. It’s time to […]
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 […]
Streamlining Signature Processes: Contracts, Agreements, Acknowledgements, And More
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 […]
