FormAssembly


What is FormAssembly?:

FormAssembly is an easy-to-use, yet powerful web form platform, built to help organizations streamline processes and drive business results across multiple industries and use cases. Organizations and brands rely on FormAssembly’s highly rated platform, excellent customer service, and uncompromising stance on security and compliance.

FormAssembly Features:

  • Collaboration
  • Drag & Drop
  • Offline Response Collection
  • Question Branching
  • Reporting/Analytics
  • Response Validation
  • Skip Logic
  • Supports Audio / Images / Video
  • Survey Builder

Forms Specific to Industry:

FormAssembly has recognized that certain industries need forms for use cases unique to their data collection processes, security requirements, and Salesforce data model. You only have to check out a couple of Salesforce’s industry-specific ‘cloud’ products, for example, Financial Services Cloud, to see that the objects and object relationships these products use vary from the out-of-the-box Sales Cloud product.

Here are some examples:

  • Higher education: Applications for prospective students, grant and scholarship applications, student surveys
  • Healthcare: HIPAA compliance is essential for patient information forms, which FormAssembly can provide
  • Nonprofit: Donation forms, organization onboarding
  • Financial Services: New account applications, loan applications – anything to enable data collection for KYC (know your customer)
  • Government and Public Service: Public-facing forms to gather program signups and secure document upload

Our Work:

How We Help:

  • Dynamic Form creation
  • Prefilled a form with existing Salesforce Data
  • Rules-Based Workflow
  • Approval Process Control

Results:

  • Access FormAssembly forms in salesforce
  • Create, update the record when the form is submitted
  • Prefill a form with existing data in Salesforce
  • Create and update Salesforce Marketing Cloud records