Your Guide to Building Salesforce-Connected Web Forms with Form Assembly!

[@lizzyl-k5396]

This was incredibly helpful. Thank you!

[@AutomationChampion]

Thank you!

[@Vuk_Stajic]

Has anyone addressed a use case where a drop-down form question is pulling choices from a Salesforce object. Specific fields from the object are mapped to hidden formassebly questions, and then using those Salesforce field values for additional conditioning in the form? I'm finding that Salesforce field types can't match to the same form question type, they all have to be hidden text fields. Example, a picklist with yes/no options in Salesforce can only match to a text form question. So therefore it can't be used to conditionally show other form questions. Formassebly has said this is a known limitation, but it feels preposterous that this very obviously functional logic is not built in to the system. They said that java map be used, has anyone solved a similar issue?

[@Youtubeuseritis]

Where do you host these formassembly forms? Web server?

[@diywithnoorain]

Is there any second video by you? This is very helpful, thankyou

[@AutomationChampion]

Not yet. Let me work with FormAssembly. Thank you!

[@jeanturnerchapman3513]

Can I create a form that creates a contact, then automate for a pdf to be populated and emailed to the client to confirm they completed the form? No one seems to be able to confirm that for me

[@marilurod]

I ran into some issues once the connector was enabled and everything was mapped out. I couldn't complete a mock form because it was flagged as a possible duplicate and it wouldn't let me proceed. Any tips on that?

[@rakeshisom]

Here are my suggestions: 1. Before performing insert a lead - first check the salesforce if the lead with same email or other parameters exist 2. If not then insert - if yes then update

[@aryarajagopal479]

Hi all, How to bring data from a junction object?This object having 2 master-detail relationship fields. Anyone can help me with this?

[@Javi_Noble]

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[@coachpengreen8701]

After I have created a Form using FormAssembly to Import Fields from Salesforce, how do I import additional Fields? Or, do I have to start all over again to import a new Form.

[@AutomationChampion]

Use Refresh schema option. help.formassembly.com/help/344231-new-custom-salesforce-fields-refresh-schema

[@masoodsarkar]

Is there any integration available for MS Teams or Sharepoint Online

[@AutomationChampion]

You may want to explorer tray.io tray.io/connectors/microsoft-office-365-sharepoint-formassembly-integrations