FormAssembly & Salesforce integration.
We build FormAssembly forms and Salesforce connectors so each submission finds or creates the right records and starts the follow-up, instead of someone copying fields across by hand.
When the form is the easy part
A form can look finished while the work behind it is still manual.
Most connector problems are decisions nobody made in Salesforce.
One submission, from form to follow-up
This is what we design with you before building the connector.
A form is submitted
An application, say.
Salesforce looks for the person
Then one of three things happens:
- No matchA new contact is created.
- One matchThat contact is updated.
- Two or moreIt stops, and a person picks.
The follow-up starts
The next department gets a task, not an email.
What we decide first
Fixing a form that already exists? We reproduce the problem with test submissions first.Send us the form and where it should land How a project runs
Certified in FormAssembly
Our owner is a FormAssembly Certified Specialist, with four years as a Salesforce engineer at Palmer behind it.
Common questions
Can you fix a FormAssembly connector that creates duplicate records?
Yes. We review matching criteria, field mappings, and the order of connector operations using representative records. The fix depends on how your Salesforce objects identify and relate people or organizations.
Can forms support higher-education workflows?
Yes. We work across higher-education Salesforce workflows and FormAssembly. We scope the specific admissions, student-services, or departmental intake flow around your institution’s systems and requirements.
Are FormAssembly licenses included?
Platform licenses and any required features are confirmed during scoping. We distinguish our implementation work from third-party subscriptions and check that the proposed design fits the access and features available to you.