Resources

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eBooks

Estimate Your Time & Cost Savings with the FormAssembly ROI Calculator

Throughout our case studies, we’ve heard from dozens of organizations in every industry about how much time, money, and resources they’ve been able to save by collecting data with FormAssembly. Our all-in-one web form builder and data collection platform makes it...

Upcoming Webinar: Native vs. Non-Native Salesforce Apps

In Salesforce AppExchange, many apps include the term “native” in their app descriptions. What does it mean for you if a Salesforce app is native vs. non-native? On February 18, FormAssembly Partner Account Manager, Paul Lazatin, and Director of Marketing, Ashley...

Upcoming: Get a Closer Look at FormAssembly with the Demo Webinar Series

Want to see our all-in-one web form builder and data collection platform in action? Join us for the FormAssembly January 2020 demo webinar! We’ve put together our new demo webinar series to provide a closer look into the platform so many organizations use and love for...

Submit Your Forms for Webinar #1 of the 2020 Form Review Masterclass Series

In 2018 and 2019, our Form Review Masterclass webinars have been some of our most popular. Each webinar in this series provides opportunities for real-world customers to gain professional feedback on their own forms from our form-building experts. Because the series...

Collecting Data and Growing Your Business in 2020

Our first webinar of 2020 is coming up! Join Katrina Garza, FormAssembly Director of Customer Success, and Jordan Schartz, Enterprise Account Executive on January 21, 2020 at 2 p.m. EST to learn best practices that will set you up for data collection success in the...

The Year in Review: FormAssembly Year of Unlimited

Throughout 2019, FormAssembly’s Year of Unlimited campaign focused on all the elements of FormAssembly that provide unlimited possibilities, unlimited data, and unlimited results. In this blog, we’re recapping the FormAssembly Year of Unlimited so you can find all of...

[Infographic] Financial Services Data Collection Checklist

Financial services organizations, including mortgage companies, banks, investment firms, and more, collect sensitive customer data on a daily basis in order to do business. Because financial services data is often exploited by criminals, it’s crucial to have a...

[Webinar Recap] Year of Unlimited: Smart, Customized Forms with Formulas

FormAssembly’s Year of Unlimited webinar series is wrapping up! Throughout 2019, our Year of Unlimited webinars have demonstrated the unlimited possibilities that FormAssembly provides. So far, we’ve shown you how to build forms, leverage and expand integrations,...

[Webinar Recap] Data Privacy Deep Dive: Tips from the GDPR for U.S. Businesses

FormAssembly’s Data Privacy Deep Dive webinar series has provided plenty of great data privacy knowledge so far! In the third session of the series, we shared information about Europe’s GDPR and some of the lessons that businesses in the United States can learn from...

[Quiz] Are You Ready for the Datapocalypse?

The datapocalypse is here. Do you have what it takes to survive it? In this blog, you’ll learn about the datapocalypse and how FormAssembly can help you prepare. Take our quiz to find out how ready you are to comply with ever-changing data privacy regulations. About...

[eBook] FormAssembly + Salesforce: Streamlining Processes and Optimizing Data Collection

FormAssembly’s powerful integration capabilities improve data collection processes for Salesforce users in every industry, from higher education to financial services and beyond. Our eBook, FormAssembly + Salesforce: Streamlining Processes and Optimizing Data...

Year of Unlimited Webinar #5: Smart, Customized Forms with Formulas

FormAssembly’s Year of Unlimited is nearing its end, but we have plenty more form building knowledge to share with you before the year wraps up! The fifth webinar in the Year of Unlimited series will broadcast on November 24 at 2 p.m. EST. Our Manager of...

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FormAssembly Helps Give Something Back Implement Smarter Data Collection for Student Programs

The Form Advocates Assistant Director of Technology and Programs Case Study Snapshot Give Something Back’s FormAssembly story began 2 years ago when Jonathan Pugh came on board. The nonprofit organization’s tuition and scholarship programs were scaling up so quickly,...

Oakland Public Education Fund Uses FormAssembly to Kickstart Volunteer Forms, Education Grants, and More

The Form Advocates Systems and Database Administrator Case Study Snapshot The Oakland Public Education Fund is an umbrella organization that manages funds, handles details like human resources and payroll, and provides assistance with hiring and benefits for its...

Giving Tuesday: A Roundup of FormAssembly’s Nonprofit Impact

At FormAssembly, the work our customers do around the globe is incredibly important to us. When it comes to serving nonprofit organizations in the United States and abroad, we’re proud to play a small role in shaping the way nonprofit teams collect, use, and manage...

Supermums Uses FormAssembly for Powerful External Training and Streamlined Internal Processes

The Form AdvocatesHead of Training Case Study Snapshot Over the course of 2019, FormAssembly has been proud to sponsor and highlight Supermums, an initiative started by Certified Salesforce Administrator and Sales Cloud Consultant, Heather Black. Heather founded...

Kentucky YMCA Youth Association Uses FormAssembly to Develop Middle and High School Student Programs

The Form AdvocatesNational Resource Coordinator Office Manager Case Study Snapshot When the Kentucky YMCA Youth Association adopted Salesforce, staff members picked up FormAssembly in one swift transition. Doing so has allowed the organization to reach more than...

3 Customers Share How FormAssembly Helps them Achieve More Every Day

FormAssembly’s advanced web form and data collection platform has boosted productivity for businesses within every industry, including healthcare, government, higher education, financial services, nonprofit, and more. In this blog, we highlight some of our top...

PASA Leverages FormAssembly’s Robust Features and Security to Save Thousands

The Form AdvocatesSystems Analyst & Change Catalyst Case Study Snapshot We recently sat down with Christina Kostelecky, Systems Analyst at the Pennsylvania Association for Sustainable Agriculture (PASA), to learn how her organization implements web form systems on...

Cornell University Tackles Complex Application Processes with Advanced Web Forms

The Form Advocate Salesforce Administrator, Cornell University Johnson College of BusinessCase Study Snapshot At Cornell University, a talented team of Salesforce administrators oversees the day-to-day CRM operations for the SC Johnson College of Business, which...

Grounded Solutions Network Leverages FormAssembly for Affordable Housing Initiatives

The Form Advocate Technology Solutions Specialist Click the screen capture below to see a demonstration of the government survey dashboard process using web forms. Case Study Snapshot Larry Rose serves as Technology Solutions Specialist for Grounded Solutions Network...

Spark Uses FormAssembly to Administer Impact Evaluation Forms for their Programs

The Form AdvocateDirector of Information SystemsDownload your copy of theSpark case study!Case Study Snapshot Michael Kolodner, Director of Information Systems at Spark, shared how FormAssembly allows Spark to streamline their data collection processes. The...

FormAssembly Advances GiGi’s Playhouse Nonprofit Data Collection

The Form AdvocateChief Information Officer Case Study Snapshot GiGi’s Playhouse was founded as a way to address any negative assumptions that parents and families encounter after receiving a Down syndrome diagnosis. The organization’s mission is aimed at celebrating...

FormAssembly Provides Promontory Network with Hassle-Free Data Collection

Form AdvocatesBen Thompson Senior Management of Enterprise Development TeamBobby McDaniel Director, Marketing Technology & AnalyticsDuring the Year of Unlimited at FormAssembly, we want to highlight the many ways that customers across all industries take advantage of...

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[eBook] FormAssembly + Salesforce: Streamlining Processes and Optimizing Data Collection

[Whitepaper] The State of Data Privacy in 2019

Data privacy trends are changing rapidly in 2019, with several new laws and regulations that may impact your business. FormAssembly’s mission is to help organizations in all industries become better stewards of the data they collect, and we’re committed to sharing our...

5 Technology Leaders Share the Most Important Things They’ve Learned at Dreamforce

Are you in the middle of planning your Dreamforce 2019 itinerary? With only one month away, now is the perfect time to set yourself up for success with all that Dreamforce has to offer. Dreamforce 2019 is sure to pack a punch, whether you’re a Salesforce admin, a...

[eBook] 100 Ways to Use FormAssembly

You already know that FormAssembly offers you unlimited forms and responses, unlimited support, unlimited potential with integrations and more, but did you also know that FormAssembly unlocks unlimited use cases? We compiled 100 (that’s right—100!) of our favorite use...

[eBook] FormAssembly + Salesforce Financial Services Cloud

Get the eBook: FormAssembly + Salesforce Financial Services Cloud Your Guide to FormAssembly’s Salesforce Integration for Financial Services Organizations If you work in financial services, use Salesforce, and need a Salesforce-connected solution for web forms and...

[eBook] No WiFi Required: Your Quick & Simple Primer to the FormAssembly Mobile App

Do you collect data on the go? Does your job require you to work in locations without a reliable internet connection? Are you looking for a way to get even more out of your FormAssembly plan? Give the iOS mobile app a try! FormAssembly’s mobile app allows you to...

[eBook] The Healthcare CIO’s Guide to Revolutionary Data Collection With Web Forms

As a healthcare IT executive in the modern world, you have a unique and challenging role. Not only are you faced with a growing need to ensure security, but you also have to deal with the need for increasing digitization, all while maximizing your team’s productivity...

[eBook] The Ultimate Guide to Web Form Design

There is no shortage when it comes to issues in web form conversion. From checkout forms to job applications, sometimes it seems that people just don’t...

[eBook] How to Replace Salesforce Stay-in-Touch w/ FormAssembly

If you haven’t heard, Salesforce’s Stay-in-Touch Request feature is saying goodbye this month. But that doesn’t mean you have to lose the ability to get automatic contact information updates sent to your Salesforce account. You can use FormAssembly to get the same...

[eBook] How to Improve Data Collection in Your Healthcare Organization

When you think “forms for healthcare” you probably think of endless, tedious, repetitive paperwork for just about every purpose. Piles and piles of it, plus data entry for days. But when you’re talking about FormAssembly’s web forms, it’s something very different....

[White Paper] Web Forms for Nonprofits 101

If your nonprofit always seems to be tied up with inefficient processes and endless administrative tasks, it might be time to do something about it. With a web form solution like FormAssembly you can formalize and streamline things like program applications, hiring,...

[White Paper] Data Governance: Best Practices for Collecting Form Data

What is data governance and what does it have to do with your organization? That’s the topic of our white paper titled, “Data Governance: Best Practices for Collecting Form Data.” In this white paper, you’ll learn about the definition of data governance and how...

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Upcoming Webinar: Native vs. Non-Native Salesforce Apps

Upcoming: Get a Closer Look at FormAssembly with the Demo Webinar Series

Submit Your Forms for Webinar #1 of the 2020 Form Review Masterclass Series

Collecting Data and Growing Your Business in 2020

The Year in Review: FormAssembly Year of Unlimited

[Webinar Recap] Year of Unlimited: Smart, Customized Forms with Formulas

[Webinar Recap] Data Privacy Deep Dive: Tips from the GDPR for U.S. Businesses

Year of Unlimited Webinar #5: Smart, Customized Forms with Formulas

[Webinar Recap] Form Review Masterclass #3: Salesforce-Connected Forms

We just wrapped up the third episode of our 2019 Form Review Masterclass webinar series! This series provided a great opportunity for our customers to have their own forms reviewed by our expert form-building team. In the first and second episodes, we focused on the...

Data Privacy Deep Dive Webinar #3: Tips from the GDPR for U.S. Companies

The third episode in our Data Privacy Deep Dive webinar series is quickly approaching! In the first two episodes, FormAssembly provided insight on evolving data privacy regulations in 2019, as well as five top tips to meet customers’ data privacy expectations. In the...

[Webinar Recap] Data Privacy Deep Dive: How to Meet Privacy Regulations and Customer Expectations

Our Data Privacy Deep Dive webinar series continues! In the second episode of the series, FormAssembly’s Information Security Officer, Chad Cragle, shares his top five data security tips that are sure to help your organization meet customers’ data privacy and security...

[Class Recap] Form Builder 4.3-4.4 Retirement

Earlier this year, we announced a move to retire older versions of the FormAssembly form builder, including versions 4.3-4.4. Form Builder 4.3 will be retired September 30, 2019, and Form Builder 4.4 will be retired December 31, 2019. Katrina Garza, Director of...

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[Infographic] Financial Services Data Collection Checklist

[Infographic] HIPAA Compliance Checklist

HIPAA compliance is likely a familiar topic to you if you work in a healthcare organization that is located in or operated in the U.S. To avoid hefty fines related to handling and processing protected health information, it’s vital that you follow the requirements of...

[Infographic] 6 Steps to Survey Success With FormAssembly

Not only can you create donation forms, payment forms, and event registration forms with FormAssembly, but you can also create online surveys! Poll your customers, employees, or organization members on any topic imaginable with sleek, modern forms built...

[One-Pager] Got Well-Designed Forms

Got Forms? How much attention do you pay to how their designed and the user experience of filling them out? FormAssembly’s form builder includes lots of functionality geared at improving your data quality and simplifying the form filling experience. What kind of...

[One-Pager] Got Connected Forms?

Got Forms? How connected are they? With FormAssembly you can integrate with all kinds of systems you already use so you can send data where it needs to go in a flash, simultaneously cutting down on manual data entry and human error. Pardot, PayPal, Salesforce...

[Infographic] 11 Reasons to Use FormAssembly to Collect and Manage Your Data

Two years ago, we wrote a blog post about all the reasons our customers love FormAssembly. It wasn't hard to come up with a ton of great reasons, 11 to be exact. Our Salesforce integration was an obvious choice. Tons of customers use our prefill and submit connectors...

[Infographic] 10 Reasons to Use FormAssembly: Financial Services

Companies in the financial services industry have diverse characteristics, but they all need to collect data for some purpose or another, whether it’s mortgage and loan applications, client onboarding, or something else. To accomplish this and cut through arduous...

[Infographic] Who Uses FormAssembly in Financial Services

FormAssembly is the ideal web form solution for financial services organizations ranging from banks to wealth management organizations. Our financial services clients use FormAssembly for tax information collection, customer surveys, and so much more. Learn more about...

[Infographic] 10 Reasons to Use FormAssembly: Nonprofit

If your organization is nonprofit, you probably collect lots of different types of information on a daily basis: contact information, donations, program signups, the list goes on. An all-purpose web form solution like FormAssembly can meet all your data collection...

[Infographic] The “Perfect” Web Form

Creating the perfect web form boils down to a select few items, which we covered in length in our recent web form design eBook: Form fields - What data are you collecting and question are you asking, and what form fields will you be using? Content - How are you...

[Infographic] 10 Reasons to Use FormAssembly for Healthcare Organizations

FormAssembly's Compliance Cloud plan is perfect for healthcare industries with a need for a multi-purpose, Salesforce-connected web form solution. Learn more about our HIPAA-compliant Compliance Cloud plan and why FormAssembly's the right choice for your web form and...

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"FormAssembly’s documentation is invaluable when it comes to creating and connecting forms because it is organized, up-to-date and extremely thorough. They have made it incredibly easy to find anything that you would need in their documentation library. I have been using FormAssembly for about 3 years now and I sometimes come across an obscure question and I can simply type the question in the search engine and find the exact resource I need."

Resources

—Kortney Cervantes, Certified Salesforce Consultant, Cloud Giants

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