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Salesforce FormAssembly Ebook PDF
Salesforce FormAssembly Ebook PDF
FormAssembly +
4
Salesforce Clouds
Contents
FormAssembly
1 5 Data Security
in Use
+ Privacy
2
3
Collecting Data +
6
Best Practices
Intro
Manual data entry, developer rates, inaccurate or duplicate data—what are these costing
your business on a daily basis? FormAssembly is designed to eliminate these roadblocks,
free up resources, and save valuable time for organizations in multiple industries, from
healthcare to financial services to higher education. With FormAssembly, you can easily
streamline internal processes, capture better quality data faster, and securely get that data With FormAssembly, you
where you need it.
can easily streamline
Through FormAssembly’s seamless Salesforce integration, the thousands of Salesforce
users we support are able to complete tasks quicker, funnel key information into Salesforce,
internal processes, capture
and significantly reduce unnecessary data entry for their internal and external users. better quality data faster,
Additionally, FormAssembly is Salesforce Lightning-Ready, which means you can use our and securely get that data
AppExchange app without complication on the Salesforce Lightning interface.
where you need it.
FormAssembly’s Salesforce Connectors and tools enable users to automatically pull
information from Salesforce, create new records in Salesforce, and keep existing records
up-to-date. Best of all, connecting Salesforce to FormAssembly requires just a few quick
and easy steps.
In this book, you’ll learn how organizations leverage the powerful connection between
FormAssembly and Salesforce across higher education, business, nonprofit, healthcare,
financial services, and consulting. Whatever your industry, company size, or department, if
you use Salesforce, you can benefit from using FormAssembly, too.
Salesforce + FormAssembly
FormAssembly
from Salesforce to make filling Save and Resume feature.
out a form easier for your users.
and Salesforce
together: Salesforce Submit
Connector
Lightning-Ready
Salesforce App
Automatically create or Manage your forms easily
update both standard and through our Lightning-
custom objects. Ready app in the
What is FormAssembly? Salesforce AppExchange.
FormAssembly is the leading
enterprise data collection platform. Use
Salesforce Import
our intuitive form builder to create web
Tool
forms for any purpose and streamline
processes across your organization, all Speed up form creation
in a secure and compliant manner. by creating a simple
form using fields from a
Salesforce object.
Business
Salesforce is the CRM of choice for a vast range of users worldwide, from small
businesses to Fortune 500 enterprise companies. FormAssembly’s unmatched integration
with Salesforce makes it possible to drive more business, further sales opportunities, and
reach key company goals.
Salesforce houses all kinds of essential business data, including leads, demo requests,
trade show contacts, and order information. Regardless of the type of information
being captured, FormAssembly benefits businesses by centralizing data collection and
eliminating the need for manual data entry into Salesforce.
1
FormAssembly
in Use
Salesforce + FormAssembly
½ Capture information at
trade shows and events,
whether you’re online
or offline with our iOS
mobile app. (If collected
offline, data syncs to
Salesforce when you
have internet again.)
Salesforce + FormAssembly
½ Create a Salesforce-connected
customer portal to manage
accounts and orders for
subscription-based businesses,
like our customer CQ Infused
Beverages.
Salesforce + FormAssembly
Higher
Education
Higher education institutions need to
collect and securely store information about
students and alumni to cultivate a vibrant
academic community. FormAssembly’s
Salesforce integration is the perfect way
for university departments, office staff, and
alumni organizations to capture information
throughout the student lifecycle.
Salesforce + FormAssembly
University of Florida–
College of Pharmacy
The College of Pharmacy at the
University of Florida replaced outdated
paper processes with FormAssembly web
forms to better suit the expectations of
incoming students. One aspect of the
solution included using the Salesforce
Prefill Connector to email personalized
acceptance letters to incoming students.
The University of
Michigan
The University of Michigan used
FormAssembly for a variety of use cases
and benefitted from the Salesforce
integration and user-friendliness. Two
examples of University of Michigan’s
FormAssembly use included streamlined
campus event management with
registration forms that collected RSVPs
and other information; and internal
process management, such as cross-
departmental payment requests, with
the help of the FormAssembly Google
Spreadsheets Connector.
Salesforce + FormAssembly
Dominican
University
This higher education
client moved away from
paper forms (and long
lines for students) by using
FormAssembly to process
parking permit request
forms. After switching to
FormAssembly, students
could complete these
forms in five minutes
instead of waiting in line
for an hour and a half.
Salesforce + FormAssembly
Healthcare Organizations
Healthcare organizations have to ensure that their data collection, storage,
and uses are secure and compliant with HIPAA regulations and similar
regulations outside of the United States. In addition to integrating seamlessly
with Salesforce, FormAssembly also ensures HIPAA compliance through our
Compliance Cloud plan.
Nonprofit Organizations
For nonprofits with limited time and resources, FormAssembly provides
20%
a way to eliminate the confusion of having multiple data collection
platforms and cut down on manual data entry.
Consultants
If you’re a Salesforce consultant, FormAssembly could be your
best friend. FormAssembly works with a number of consulting
firms, including Bluewolf, Deloitte Digital, Cloud for Good,
TechBridge, Swift River Consulting, Slalom, and Idealist
Consulting.
½ Gather feedback after projects using hidden fields and the Prefill
Connector. Attach the client’s Salesforce ID to ensure the right
information goes to the right location in Salesforce.
From lead capture to account setup and everywhere in between, the mechanics of data
collection are instrumental to your organization operating efficiently and effectively.
FormAssembly goes beyond data collection, allowing our users to streamline processes
across all levels of their organizations.
Here are the most common data collection use cases and best practices for getting the
most out of your web forms.
Customer Information
Whether you own a small business or run a large enterprise, collecting customer
information is a top priority. FormAssembly allows your entire team to easily and
seamlessly collect customer data while offering your respondents a simple, user-
2
friendly experience.
Most teams face organizational hurdles at one time or another, and at FormAssembly,
we’re no different. We frequently use our own form solution to improve internal and
external processes, such as managing support requests and capturing customer
satisfaction survey responses. Read more about the ways we use FormAssembly in
+ Best Practices
Salesforce + FormAssembly
Available on
all plans CQ Infused
Beverages worked “It’s a huge benefit... It is going to
Available
on Premier, with FormAssembly’s enable our subscribers to get in
Enterprise, and
Compliance Implementation Services and manage their own accounts. It’s
Cloud Plans
team to create a branded fantastic. The system before was
Accepts customer center that archaic. Now we are as advanced as
credit card
payments allowed customers to our customers need us to be.”
easily make a variety of
Accepts other
payment eChecks
Paypal Generate
eChecks
ACH or
direct
account changes, pay —Matthew J. Farruggio, Vice
option(s) only invoices
deposit
invoices, request additional President, CQ Infused Beverages
equipment, and more.
Recurring payment
option
One-Time
& recurring
payments in
single connector
If you’re a current Salesforce user, then you’re likely Pro Tip: Authentication
all too familiar with Salesforce forms. Though they’re
Authentication is
great for some Web-to-Lead use cases, they often fall
another reason why
short of the complexity and logic necessary for your
Salesforce users choose
organizational needs.
FormAssembly as
their form solution.
Web-to-anything
FormAssembly offers
LDAP, CAS, SAML, and
Salesforce Communities
Unlike Salesforce’s basic Web-to-Lead structure, we offer authentication on forms
Web-to-Anything. That means you can map to custom feeding into Salesforce.
objects, send form uploads to Salesforce Files, and create
complex forms with prefilling, conditional logic, and
much more.
3
Web-to-Anything
Use Case
½ Create complex online forms that allow you to
FormAssembly +
conditionally map data to any standard or custom
Salesforce objects.
Salesforce Forms
Salesforce + FormAssembly
Prefilling Salesforce
By default, Salesforce allows you to prefill data through merge fields, but this
can only be done in the body of an email using only one record type, and in the
description of a task record type. This data is static and does nothing once the
Dynamic Picklists
FormAssembly’s Salesforce Dynamic Picklists
message or task has been opened.
feature for Enterprise and Compliance Cloud
With FormAssembly, prefilled form data is dynamic, allowing you to instantly accounts offers users yet another way to integrate
update multiple Salesforce objects and fields from the prefilled data when the their forms with Salesforce. This feature allows you
respondent submits the form. to use drop-down menus in your forms that pull
options straight from Salesforce picklists or lookup
results.
Pro Tip:
Prefilling displayed or hidden data
½ Displaying prefilled data in your forms allows recipients the opportunity to
modify the existing data, keeping their data accurate and up-to-date. This
displayed data can also be “locked” on all or on particular fields to prohibit
editing by the user.
In addition to our integration with the Sales Cloud, which is used by the majority
of Salesforce customers, we also offer a seamless and unique integration with the
Salesforce Marketing Cloud. We offer both forms of Salesforce connectors in order to
help our customers use their data to the fullest extent possible.
Sales Cloud
4
FormAssembly’s integration with the Salesforce Sales Cloud is seamless, giving you
the ability to:
½ Prefill shown data
FormAssembly +
½ Prefill hidden data
½ And more
Salesforce + FormAssembly
Marketing Cloud
Instead of collecting, storing, and analyzing data, the Salesforce
Marketing Cloud (SFMC) is focused more on using data you’ve collected
to nurture customer relationships. FormAssembly’s integration with
the Marketing Cloud enables our users to both prefill and update data
from lists, clients, and contacts. FormAssembly customers can also use
custom data extensions in Marketing Cloud Connector mapping.
5
½ Healthcare information ½ Credit card information, ½ Data collected from
classified as protected protected by the Payment European users, who are
health information (PHI). Card Industry Data Security protected under the GDPR
This type of information Standard (PCI DSS). and the EU-U.S. Privacy
requires HIPAA compliance, We hold PCI DSS Level Shield. FormAssembly is
Data Security +
which we offer through our 1 Certification on our compliant with the GDPR
FormAssembly Compliance Compliance Cloud plan. and the standards of the
Cloud plan. EU-U.S. Privacy Shield.
HIPAA
FormAssembly’s HIPAA compliance makes it possible for customers to:
½ Securely collect demographic health information
6
Getting
Started with
FormAssembly
for Salesforce
Enterprise Compliance
Professional Premier Cloud Cloud
Salesforce + FormAssembly Users 1 1 Starts at 3 Starts at 3
Friendly Support
Mobile App
Salesforce Integration
Buy Direct
Secure Forms (TLS 1.2)
GDPR/CCPA Compliance
FERPA Compliance
Auto-Responders
Stripe Integration
Chargent Integration
Our Professional and Premier plans
Dynamic Form Settings
begin with a trial period to let you API
get familiar with the Form Builder Theme Editor 2.0
and test out all we have to offer your Google Integrations
will), simply keep using it after the trial. Manage Users, Forms, and
Templates
We’re always here to answer questions Dynamic Picklists
and offer help. Custom Contract
HIPAA Compliance
Bottom Line
Instructional Webinars
We also offer frequent classes that can help
you learn to do just about anything with If you use Salesforce to power your business,
FormAssembly. Visit our classes page to see a FormAssembly is the clear choice for an
schedule of upcoming classes. Some of our past integrated data collection platform. Test drive
classes include: the platform yourself with a free trial.