Join our live events or browse our collection of on-demand sessions
Upcoming Webinars
Apr 22 2:00 pm EST
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 […]
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. Join us for this training webinar as we walk through how Person Accounts function within Salesforce. You’ll not only learn proper setup, but how to […]
Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? Browse our library of on-demand webinars.
Product Updates
November Feature Release: Workflow Publishing, Admin Reporting, and More
Join us as we debut November’s new features! You’ll see workflow publishing and collaboration tools in action, along with expanded Admin Reporting, updates to Approvals and more. We’ll also cover:
ElevateActual co-founder Peter Bernardi and FormAssembly Account Executive Justin Benton will show you how moving from a form tool to a data collection platform can help your business while conducting a full demo and answering questions live. Don’t miss this event!
Finding software that meets your security and compliance obligations can be hard. We’re sitting down with David Scovetta, Director of Security and Compliance at FormAssembly, as he outlines the questions you should ask your vendors, and what you need to hear in their responses.
Streamlined Payment Forms for Secure Web Transactions
Are you struggling to optimize your payment forms? Secure online payments play a key role in keeping customers happy and business processes running smoothly. In our webinar, we’ll walk you through four easy, effective payment forms you can build for your own business. You’ll get a breakdown of what to include in different payment forms […]
