Formdational Class #3: Adding a Salesforce Connector

Aug 19, 2021 | Resources, Webinar

We talked all about the Salesforce Connector in the third session of our Formdational series! In this class, we showed attendees how to connect their FormAssembly forms to Salesforce and answered their questions.

With FormAssembly’s robust Salesforce integration, you can automatically send data collected through your forms to Salesforce. This helps to eliminate duplicate data, manual data entry, and disconnected processes. Watch the webinar recording and follow along as we show you how to harness the power of our Salesforce integration.

What you’ll learn

This webinar was hosted by Kayla Condello, FormAssembly Knowledge and Training Manager, and Rilee Hayes, FormAssembly Knowledge and Training Coordinator. Watch the webinar to learn as Kayla and Rilee walk you through all the important steps you need to know to add a Salesforce Connector to a form. You’ll learn:

  • How to configure the Salesforce integration
  • How to test your Salesforce forms and connectors
  • How to use field mapping on different field types so data flows seamlessly to Salesforce
  • How to conditionally create or update records in Salesforce with skip-if formulas
  • And more!

After this webinar, you’ll know how to connect your FormAssembly forms to Salesforce quickly and easily. Following the demonstration, we had a live Q&A session, where participants asked questions they had about our platform, the Salesforce Connector, or the integration process.

Connect your web forms

Ready to take your form-building and data organization to the next level with FormAssembly + Salesforce? Watch the recap of our Formdational Class all about the Salesforce Connector and connect your web forms today! To learn even more about this powerful integration, download our FormAssembly + Salesforce eBook.

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