Join our live events or browse our collection of on-demand sessions
Upcoming Webinars
Jun 17 2:00 pm EST
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, […]
How FormAssembly Uses FormAssembly: Real Use Cases, Real Results
What does it look like when a company uses its own platform every day to automate tasks and solve real operational challenges? In this training webinar, the FormAssembly team will pull back the curtain and showcase how a few internal FormAssembly teams use the platform for their processes — from collecting feedback and managing product […]
Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? Browse our library of on-demand webinars.
Salesforce
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 session covers how FormAssembly tools empower […]
Modernizing the Mission: Architecting Data Pipelines for Salesforce
This on-demand session outlines the tactics and tools successful public sector organizations are using to build compliant data intake processes that integrate with Salesforce and other critical back-end systems. Experts from FormAssembly and Coastal discuss new tools available to improve Government projects involving AI, Data Cloud and Agentforce as well as challenges with PubSec data […]
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. View this training webinar and see a walkthrough of how Person Accounts function within Salesforce. You’ll not only learn proper setup, but how to connect […]
Rapid, Secure, Compliant: A New Approach to Government Data Collection
For agencies prioritizing digital services, the goal is clear: move faster, eliminate paper, and elevate the citizen experience. However, for agencies handling sensitive information, “moving fast” often collides with the wall of complex compliance requirements. The result? Fragmented “shadow IT,” manual workarounds, and siloed workflows that compromise both security and constituent trust. It’s time to […]
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 […]
Student-First Data Strategy: How Colleges Can Transform Data Management to Improve the Student Experience
From pre-enrollment programs to specialized student-success initiatives to individualized advising, colleges collect data from students throughout the course of their time at the institution. In an ideal world, each of these data points on every student can help a university make informed decisions on how to provide better support for its students and to enhance […]
The Power of Prefill: How to Make the Most of Salesforce Workflow Connector Capabilities
When it comes to digital forms, prefill can dramatically streamline data collection and improve your customer’s experience. But with FormAssembly’s recently-launched Salesforce Workflow Connector, the prefill capabilities are much more powerful. In this training session, we break down how prefill works within the Salesforce Workflow Connector, how it differs from form-level prefill, and how to […]
The Infrastructure of Continuing Education: Building the Bridge to Future Enrollment
Today’s learners—working professionals, returning students and career changers—and recent graduates expect flexible, non-traditional pathways such as non-credit programs, microcredentials and workforce training. Successfully meeting these expectations requires programs that are easy for students to discover, apply to and pay for, while also relying on technology and processes that allow institutions to scale efficiently. This session […]
Using Repeatable Sections with the Salesforce Workflow Connector
Working with repeatable sections in Salesforce integrations can be powerful — but only if you understand how they behave inside workflows. In this FormAssembly training webinar, we’ll break down how repeatable sections work when used with the Salesforce Workflow Connector and how to map repeating data reliably to Salesforce objects. You’ll learn how to create […]
