Hi, I've scanned Discussion area and have not found information the enrollment process we're trying to support. Apppreciate your insights/feedback on a few basic questions.
Our organization subscribes to Salesforce.com and hopes to accomplish the following using SFDC & FormAssembly: 1) "push" basic account info (name, address, client#, phone, etc.) into an FA enrollment form 2) Email the partially completed forms to 25 to 500+ potential participants en masse 3) Attach 2 - 3 PDF documents to the outgoing enrollment email 4) Automatically send reminders 5, 3 days and 24 hours prior to our enrollment deadline 5) Spell check? Is this possible? Thanks for your insights.
I think what you are describing is possible with FormAssembly & Salesforce integration, but the majority of the work has to be done on the Salesforce side.
1) This can be done by creating a prefilling link in your Salesforce mass email, as per the instructions here: http://app.formassembly.com/connector_salesforce/documentation/how_to_populate_your_form
2) This would be done as part of 1)
3) This would be done on the Salesforce side, as part of the email containing the FA prefilling link.
4) Done as part of a Salesforce workflow.
5) Not possible with our service.
As you can see, the majority of the work would be done on the Salesforce side, as it is more setup for the Customer-Relationship-Management side of things, while FormAssembly focuses on easing data entry for the end user.
To see how to setup the FA - Salesforce interaction, please visit this link: http://app.formassembly.com/connector_salesforce/documentation/installation
Thanks much! In total, this is great news. I'll review what you've outlined with my internal SFDC counter-part, and may come back with additional questions. CL
If your clients are all internal to your company and they use Internet Explorer, you can get a browser extension to handle spellcheck. ieSpell works well to handle this problem. www.iespell.com.
In reading about the API, I noticed it works on JavaScript. QUOTE: Including Script Support
To include scripting support, simply add the following statement within the HEAD of your HTML: