FormAssembly - Setup dynamic Forms in Salesforce (20 min)

Overview of FormAssembly

FormAssembly is a web platform to create public forms without code and easily collect responses. Further, it can be connected with multiple platforms like Salesforce, Freshbook, Google sheets, Stripe, etc.

With FormAssembly

• Users can quickly create dynamic forms
• No need to dive into coding
• Easily connect forms to Salesforce
• It comes with a monthly subscription starting from $99/user/month
• It provides multiple themes and a click-based form-building tool
• FormAssembly can be connected with multiple platforms using Connectors

If you are looking to set up a dynamic form and want to push data into salesforce, FormAssembly is one of the decent solutions.

What does it cost to use FormAssembly?

FormAssembly offers five plans having different features and limits.

Professional

• $99 per user, per Month

• A cost-effective solution for smaller teams.

Premier

• $224 per user, per Month

• Offers advanced Salesforce integration.

Compliance Cloud (Custom)

• Contact the team for pricing

• For customers that need enhanced security compliance like HIPAA

Government Cloud (Custom)

• Contact the team for pricing

• A FedRAMP-ready secure form solution for government agencies

What can you do with FormAssembly?

With the help of FormAssembly, Salesforce users can generate web forms and easily integrate web forms into Salesforce. It has an advanced Salesforce integration, drag-and-drop features, and fast form building options which allows to collect data from visitors and save that data into Salesforce quickly.

For example, You can create a public web form for your customers or partners :

• To submit an inquiry and create a Case record in Salesforce
• To generate Lead/Case in Salesforce
• To Course or Event Registration that will create custom object record in SFDC
• To log a complaint

FormAssembly uses Salesforce API to push data into Salesforce. So users can connect any object of salesforce.

Features of FormAssembly

User Friendly

Everyone can use this platform to create public web forms easily. It requires only a developer or consultant while installation and initial setup.

Robust

Complex public web forms are easy to create with various features like calculations and conditional fields.

Adaptable

Whatever type of form you want to create, From simple web forms to complex applications web forms, FormAssembly makes everything easy to collect data and process responses.

Secure

FormAssembly platform provides moderate levels of security to users' data.

Components of FormAssembly

Everyone can use this platform to create public web forms easily. It requires only a developer or consultant while installation and initial setup.

Connectors

With the help of a connector, users can connect FormAssembly to Salesforce and perform data manipulation operations in Salesforce. It allows you to set up an advanced logic to lookup which is to determine how the form looks like, Update or create object records and add dependent object records, etc.

Publishing

This feature helps to publish your form on multiple platforms. This provides a link that is publicly available and also provides a system-generated code that can be used on your website. Using This you can make your form publicly available.

View

View option can be used for testing. It provides a test user view for created form, By clicking on View you can test/preview your form that shows how your form looks like.

Responses

In response, users can create reports and download data from the form. It stores all entries that are created through a web form. It also provides a view of all the responses. It is similar to Salesforce reports.

Form Builder

The form builder is the console from which users can create or update forms. There are multiple options that are easy to understand by name i.e. Add Content, Select Theme, Form Properties, and Outline. With these, user can customize web form easily, quickly and without code.

Conditional Rules

Conditional Rules put a condition to show or hide fields and sections in your web forms based on how your respondent/customers select fields. To use this, click on that field in which you put conditions and click on options to get a list of properties.

Menu Dependencies

Menu Dependencies create a parent-child dropdown menu that is make available the second field based on respondents' selections in the first field. You can find it in the field option's properties.

PDF Generator

This feature allows users to download PDFs of their responses. To download PDF Go to responses and click on Download at top of the right corner and also send a PDF of the responses through email. To use this feature you must have a Premier plan or above.

Google reCAPTCHA

To add Google reCAPTCHA in your web form Go to Processing then checked the checkbox of Use Google reCAPTCHA and Apply, it will help to prevent spam submissions and add extra enforcement to your required fields in your form. 

E-Signature

Using this feature you can collect e-signatures from your form respondents/customers. To use this feature, First, you have to enable it from Processing as shown in the image. It will work with Premier plan or above. 

After form submission, it shows the E-signature page as shown below Image.

Dynamic Picklists

Using this feature you can fetch values into your web forms from Salesforce to create a dynamic and searchable picklist in your form. To use this feature, Go to Add Content then Add a Drop-Down Menu field to your form and customize it accordingly. It will work with Enterprise or Compliance Cloud plan.

How To Configure FormAssembly for Salesforce

Create an Account on FormAssembly

first of all sign up for FormAssembly, Create account and select appropriate plan that suites your need.

Install the app:

Go to AppExchane, Search FormAssembly and click on Get It Now

After installation Go to Setup -> installed packages -> FormAssembly for AppExchange and click on Let's get start.

Specify you're currently subscribed plan and Connect to FromAssembly

How To Create Web Form

Create Web Form for Salesforce Using FormAssembly

Total Time: 15 minutes

Login into FormAssembly

After configure successfully, Open FormAssembly in the web browser and login into the console.

Choose Form Template

Select the template that you want to use.

Add Form Title and Sections

Give a title to forms, and add a section as per your form requirement.
To Click on Add Content select a section to hold fields

Add Input Fields and validation

To Click on Add Content select the input fields that you want to add.
Click on Options at top of the input fields to perform validation on the email, Also you can make them a required field.

Select Theme For Form and publish

Click on Themes, Select a theme for the form and click on save.

Go to Connector for Salesforce

Go to Connector, Select Form Submitted, Select Salesforce
Click on configure

Connect To Salesforce

Click on Connect To Salesforce and provide a username & password for authentication

Select Object & Put Condition

Select Object for you create a form & Put Condition; If email and Last Name Already Exist then Update else Create new record

Map The Field & Save

Map The form field to Salesforce object field and Save

Go To Publishing

Go To Publishing and use generated link on your website

Testing

Fill out the published form and click on submit.
After the form is submitted then go to Salesforce & check the contact record, Here is one new record is created.

FAQ's

Final Words

FormAssembly is good if you want to build a form in no time.

If you have a Saleforce org with more than 5 users it will cost $495 ($99 x 5) in a month. That is a little bit expensive. If you need less than 10 forms that do not require a lot of changes every month custom code is the best, well-optimized and cost-efficient solution. Even if you are using FormAssembly you may need to hire a developer.

Need your forms up and running fast? Let us help. Starting from $40/Hr, We’ll set up your forms, connectors, and other integrations in no time at all, allowing you to get back to the projects that matter most.