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
Level Up Your Forms: Prefill, Connectors & Approvals in FormAssembly
If you’ve struggled to give your respondents fast, convenient form experiences, this webinar is for you.  Product Trainer Joelle Swanson will demonstrate how you can use your Salesforce CRM data to personalize forms for respondents and improve the quality of the data you collect simultaneously. In this webinar, we’ll: This session covers many questions attendees […]
55 min
Level Up Your Forms: Prefill, Connectors & Approvals in FormAssembly
Salesforce
Secrets of Successful Salesforce Data Management
Are you struggling with messy data across your Salesforce CRM? Is your team spending hours manually updating contact records? Wondering if you’re using Salesforce like you should? Join Jonathan Payne, Salesforce SME for FormAssembly for a webinar packed with actionable insights from a survey of 400+ Salesforce users on how they manage their customer data. […]
1h:00min
Secrets of Successful Salesforce Data Management
Salesforce
Maximize Your Salesforce and FormAssembly Integration
Are you struggling with messy data across your Salesforce CRM? Is your team spending hours manually updating contact records? Wondering if you’re using Salesforce like you should? Join Jonathan Payne, Salesforce SME for FormAssembly for a webinar packed with actionable insights from a survey of 400+ Salesforce users on how they manage their customer data. […]
1h:00min
Maximize Your Salesforce and FormAssembly Integration
Salesforce
Pumpkin-Spice Up Your Salesforce Integration: Tips for a More Efficient Fall
Join us as we walk through how to use our fan-favorite Salesforce features powered by FormAssembly data! Join Joelle Swanson ( FA + SalesForce Integration SME and Product Trainer) to learn about the benefits of FormAssembly when it comes to everything Salesforce.. We’ll cover time-tested tips for best use cases within workflows, and provide hands-on […]
47 min
Pumpkin-Spice Up Your Salesforce Integration: Tips for a More Efficient Fall
Salesforce
Secrets of Successful Salesforce Data Collection: Fall Into Better Workflows
50 min
Secrets of Successful Salesforce Data Collection: Fall Into Better Workflows
Salesforce
Pruning Processes: Streamlining Your Workflow
40 min
Pruning Processes: Streamlining Your Workflow
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