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Upcoming Webinars
Jul 23 2:00 pm EST
Better Data, Better Outcomes: Power Agentforce and CRM Processes with Better Data Collection
For Salesforce Builders – the Admins and Architects of CRM processes – the last few years have been a whirlwind. Agentforce is rapidly changing the expectations organizations have for their CRM – and raising the expectations on those teams who maintain the platform. Agentforce promises a future of agentic automation, where organizations can scale any […]
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 […]
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 […]