SALESFORCE INTEGRATION

Experience effortless data collection with FormAssembly’s web-to-anything functionality. Send submission data from your web forms to Salesforce as both standard and custom objects, dynamically create or update records, transmit form uploads directly to Salesforce files, initiate Chatter posts, and more.

Easily create and update leads, search existing records, and generate different objects—all within your forms. Work within a powerful native bidirectional Salesforce connector for clean, accurate, meticulous data.

LDAP, CAS, and SAML authentication, combined with cutting-edge encryption, ensure that the data you collect is protected and accessible only to authorized parties.

Stop frustrating your respondents and give them the modern UX they expect with FormAssembly dynamic prefill. Automatically identify user and prefill forms with data previously collected and housed in Salesforce, and put an end to repeat data entry once and for all. Watch how the Prefill connector works.

Go beyond lead capture. Pass data directly to your Salesforce account. Avoid duplicate records by automatically searching existing records for a specific field, then update the existing lead, create a new lead, or create a different object all together. Add notes, attachments, and tasks, all at the point of collection.

Cut down on manual data entry. Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the field is clicked by a respondent, so the choices in your picklist always stay current without having to refresh the schema. See the dynamic picklist in action.

Quickly create new web forms by pulling Salesforce object fields directly into forms that you can save as templates. Pick from any object available in your Salesforce organization, including custom objects.

Don’t let data slip through the cracks. Whether respondents abandon a form or plan to return later, incomplete forms can still be transformed into Salesforce records, giving you the opportunity to engage and guide these respondents across the conversion finish line.

Update or create any type of object and handle any dependencies, making it easy to manage relationships between a lead and another record, such as a campaign or custom object. Use custom links and hidden fields to store references, lookups to find records, and field mapping to set relationships. Learn more about the robust Salesforce connector options and how to use them.