Salesforce Integration Archive

Information and articles on how to integrate your web forms and surveys with Salesforce for lead acquisition, managing customer information, data entry, etc.

5 reasons to use FormAssembly instead of Salesforce’s Web-to-Lead form

Sunday, September 18th, 2011

Salesforce touches on pretty much every aspect a CRM can. For lead acquisition, Salesforce provides their own form solution, called ‘Web-To-Lead’. So where do we come in? FormAssembly.com can replace a touch with a firm grasp when it comes to gathering data on your prospective clients. Here are 5 reasons why FormAssembly can be a better [...]

How to Send out a Pre-filled Web Form with Salesforce

Tuesday, August 2nd, 2011

We regularly hear from customers who need to email a web form to a number of people, with some custom pre-filled data. For instance, they would ask contacts to update some information they have on file, or perhaps they are following up with a lead to gather more information. Another example would be to send [...]

Create a Web Form in seconds using a Salesforce object as a template.

Monday, August 1st, 2011

The Salesforce Form Import Tool is a great way to quickly create a Salesforce-integrated web form using a Salesforce object as a template. Need a quick form for some data-entry? Need a web-to-lead form in less time than it takes to navigate to Salesforce’s own default web-to-lead setup screen?
This tool will let you pick [...]

Salesforce and HTTP Connector Updates

Thursday, January 6th, 2011

Salesforce Connector now accommodates multiple choice fields in lookup and update queries; HTTP Connector handles the POST and GET methods.

Update to Salesforce Connector: Optional Object Creation

Tuesday, December 21st, 2010

New improvement to our Salesforce integration to better manage optional records.

Salesforce Connector Version 2 How To: Merge Multiple Form Fields

Friday, December 10th, 2010

One of the most frequent questions we get about Version 2 of the Salesforce Connector is, “How do I merge two form fields into one Salesforce field?” In Version 1, you could simply map two form fields to the desired Salesforce field, and they would show up as a single entry. We abandoned this behavior [...]