Upcoming & On-Demand Webinars

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 […]

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 […]

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, […]

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 […]

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.

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. […]