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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 […]
April Product Launch: Quick Publish, Workflow Updates, and more
This Spring, FormAssembly’s product launch brings exciting updates for customers on all plans. Introducing Quick Publish, a new way to publish your forms online with less code and less effort. Workflow has been updated with new features and a new add-on connector, bringing Microsoft Excel workbooks to your data processes. But that’s not all, we’ve also improved our form collaboration experience, making it easier for teams to collaborate on their data-collection projects.
