FormAssembly Salesforce: A tool of choice for surveys, application reviews, and much else
Used by nearly 4000 companies, FormAssembly has earned a name as a relaxed, intuitive form builder for less technically inclined executives. The integrations are robust, compliant, streamline complex form editing, and allow optimal management through an accessible Form Creator UI.
Like any modern-day document spinner, forms come with conditional logic capabilities and completely support responsive resizing in browsers, mobile, and anywhere else. That’s undoubtedly important since most forms filled out have other tabs opened next to them for reference.
Then, there’s even a mobile app to manage your FormAssembly data. At a cursory glance, you get
- Versatile Web to Anything forms that can even connect to popular payment apps.
- The ability to transfer data into Salesforce straightway.
- The ability to use it, like it most often is, for surveys, feedback, and application forms.
Let’s expand, now that we have a fair idea of the tasks FA helps us carry out
Salient Features
- The familiar ease of a drag-and-drop interface that lends itself to form creation by anyone in any line of business. Even if they aren’t from the Marketing, Web Design Saff
- Enables pre-fills, payment gateways, and real-time updates.
- Templates to align with house styles.
- It allows you to rest easy while baked-in automation takes care of backups and built-in protection.
- Allows for calculated fields and validation rules.
- Lets you manage all the Forms and Services from within Salesforce.
- Integrated Forms and Surveys for your website, besides bulk and targeted emails to chosen contacts.
- Query matching Records through middleware to check if contacts exist and extend discounts, promotional offers accordingly.
Even more, it’s got email Marketing, Mobile Surveys, Question Branching/Sections, Library Of Dynamic Questions to Respond to Circumstances.
Target audience
Primarily, it’s meant for teams involved with many procedural complexities, as is often the case with these scales of establishments in Small and Medium Businesses (SMBs) to larger enterprises.
Wishlist
All things considered, we’d like more enhanced Reporting without switching tabs, even though that’s not what FA might’ve been shooting for.
Also, we wish there’d be less unexplainable fatal errors that could make you start over, although the package is still fairly robust.
Pros
In particular, the Gold ISV Partner’s plans come with
- A compliance cloud plan.
- Native Apps for iOS and Android.
- Drag-and-Drop.
- An Advertised, 24×7 business and Support Training.
- Jumpstarted setup in hours.
- Extensible forms to cover multiple backgrounds of clients.
- Fields abstracted away from the form recipient for easy, FPOC segmentation.
- A vibrant, helpful community of developers with cross-platform skills, only too familiar with doc gen integrations and solutions.
Let’s talk function
Customizations to make the forms your own
Significantly, you’ll have several question formats to choose from (single answer, multi-answer, dropdown, checkbox, subjective) and validation rules that you can implement to ascertain relevance and correctness.
Moreover, it lets you do everything from basic form-filling to clean-ups to hiding/ abstracting away fields and even entire sections depending on answers form the respondent.
Besides this, you could also Custom Code to add or remove elements, especially within repeatable sections. You also get mapping and conditions for accurate pre-filling of form data.
Overall, packed feature sets from this enterprise solution lead to orchestrated access and processing of forms and reduced overheads.
Serve and Track information from participants and stakeholders, no matter the vertical, as well as administer document flows for application and review cycles.
Participants don’t need to have Salesforce instances of their own to collaborate.
Most Common Use Cases
Those would be Sophisticated Lead Capture, Subscriptions, Feedback, Applications, Billing Services, Surveys, Questionnaires, and Non-Profit Volunteer Forms, to name just a few.
India 
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