FormAssembly is an online form builder and data collection platform that integrates seamlessly with Salesforce. It allows organizations to create customized forms, surveys, and other data collection mechanisms and then directly sync the collected data with their Salesforce account. This integration streamlines data entry processes, reduces manual data handling, and ensures that data collected through forms is readily available in Salesforce for further analysis and action.

Here’s how FormAssembly works with Salesforce:

1. Form Creation: Using FormAssembly’s drag-and-drop form builder, users can create custom forms tailored to their specific needs. These forms can include various types of fields like text boxes, checkboxes, radio buttons, file uploads, and more.

2. Salesforce Integration: FormAssembly offers native integration with Salesforce. Users can link their Salesforce account to FormAssembly and map the form fields to corresponding Salesforce fields. This mapping establishes a connection between the form and Salesforce so that data submitted through the form is automatically populated in the designated Salesforce objects or records.

3. Data Collection: Once the form is published, users can embed it on their website, share it via a link, or distribute it via email. Respondents fill out the form and submit their responses.

4. Data Sync: As soon as someone submits the form, FormAssembly instantly syncs the data to the linked Salesforce account. The submitted data is added as new records or updates existing records in Salesforce, based on the defined mapping.

5. Data Management: In Salesforce, users can access, view, and work with the collected data like any other data in their Salesforce org. The integrated data can trigger workflows, update reports, or drive business processes.

6. Additional Features: FormAssembly offers features like conditional logic, prefilling forms with existing Salesforce data, using lookup fields to connect related records, and setting up notifications and autoresponders for respondents.

The FormAssembly-Salesforce integration helps businesses improve data quality, increase efficiency, and enhance customer interactions by centralizing data collection and management. It is particularly useful for lead capture, customer feedback, event registrations, surveys, and any other scenarios where data needs to flow seamlessly between online forms and Salesforce.