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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 […]
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, […]
Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? Browse our library of on-demand webinars.
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 […]
Higher Ed Data Management: Simplifying Processes, Improving Experiences
In higher education institutions, data can drive processes forward, or slow down critical functions. From student applications to alumni donations, the quality of the data your institution collects and manages is crucial to school operations. In this webinar, hear from higher ed data experts, university CRM directors and solution implementation consultants on how they leverage […]
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.
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. […]
Survey Data, Service Dogs & Salesforce: How Warrior Canine Connection Uses Integrated Forms To Boost Impact
In this webinar, Molly Morelli, Executive Director of Warrior Canine Connection (WCC), and Rachel Goldammer of the International Working Dog Registry will share how their organizations leverage data and technology to streamline operations and enhance their missions. WCC trains service dogs to support veterans with a mission-based trauma recovery model. They rely on automated processes […]
Beyond the Basics: Maximizing Salesforce Adoption and Data Integrity in Higher Ed
Salesforce is a valuable tool for universities, empowering institutions to engage with students across their lifecycle, from applicants to alumni. However, many organizations struggle to make the most out of their CRM, with poor adoption, siloed data, and broken processes. FormAssembly is proud to play a role in helping organizations build cleaner, more reliable data […]
From Data Collection to Process Automation: Improving Forms with Workflows
In this webinar, Product Trainer Joelle Swanson covers how moving from forms to FormAssembly Workflows can streamline processes, enable pre-processing of data, and reduce manual effort. Key topics include: Join live to see a build session showcasing how you can use workflows to improve efficiency and accelerate processing over traditional forms. Session attendees will leave […]
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 […]
From Blank Page to Functional Form: Your Guide to Using and Customizing FormAssembly Templates
New projects come at you fast. If you’re up against a deadline, let FormAssembly’s templates take a few tasks off your plate. In this webinar, we’ll show how you can create and customize four common forms – fast. You’ll see how to use pre-built templates to go from blank page to functioning form in the […]
