I hope you will find this blog post helpful.
If you need any support with Salesforce, please do not hesitate to Contact Me.
I hope you will find this blog post helpful.
If you need any support with Salesforce, please do not hesitate to Contact Me.
Table of Contents
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
If you are looking to set up a dynamic form and want to push data into salesforce, FormAssembly is one of the decent solutions.
FormAssembly offers five plans having different features and limits.
Plan | Professional | Premier | Enterprise Cloud | Compliance Cloud | Government Cloud |
Price (Per user, per month) | $99 | $249 | Custom (Min 3 User) | Custom | Custom |
Salesforce Prefill | ➖ | ☑️ | ☑️ | ☑️ | ☑️ |
Authorize.Net, CyberSource Integrations | ➖ | ☑️ | ☑️ | ☑️ | ☑️ |
Salesforce Integration | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
Salesforce Dynamic Picklists | ➖ | ➖ | ☑️ | ☑️ | ☑️ |
Priority Support | ➖ | ➖ | ☑️ | ☑️ | ☑️ |
Professional
Premier
Compliance Cloud (Custom)
Government Cloud (Custom)
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 :
FormAssembly uses Salesforce API to push data into Salesforce. So users can connect any object of salesforce.
Everyone can use this platform to create public web forms easily. It requires only a developer or consultant while installation and initial setup.
Complex public web forms are easy to create with various features like calculations and conditional fields.
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.
FormAssembly platform provides moderate levels of security to users' data.
Everyone can use this platform to create public web forms easily. It requires only a developer or consultant while installation and initial setup.
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.
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 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.
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.
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 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 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.
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.
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.
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.
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.
first of all sign up for FormAssembly, Create account and select appropriate plan that suites your need.
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
Create Web Form for Salesforce Using FormAssembly
Total Time: 15 minutes
After configure successfully, Open FormAssembly in the web browser and login into the console.
Select the template that you want to use.
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
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.
Click on Themes, Select a theme for the form and click on save.
Go to Connector, Select Form Submitted, Select Salesforce
Click on configure
Click on Connect To Salesforce and provide a username & password for authentication
Select Object for you create a form & Put Condition; If email and Last Name Already Exist then Update else Create new record
Map The form field to Salesforce object field and Save
Go To Publishing and use generated link on your website
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.
The monthly subscription starts from $99/user/month with basic features. If you need more advanced features it may cost $249/user/month.
FormAssembly can be used with professional, Enterprise, and Unlimited editions. It does not support Salesforce Essentials.
FormAssembly installation and setup process is easy. Generally, it does not require hiring a developer. You just need to check out the documents and tutorials provided by FormAssembly. However, it would be a good idea to hire a developer to fast-track the process or if you are facing any issues.
A bunch of alternative products can be found on AppExchange. (i.e. Gravity form, Jot Form) The Best alternative is to build a form with custom code if you want to avoid monthly charges.
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.
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