FormAssembly
Create Web Forms, Collect Data, Connect to Anything.
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Latest posts
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Summer Camp and Youth Program Registration Forms
A youth program registration is a family registration. One parent signs up two children for different sessions, adds emergency contacts, accepts a waiver, and pays a deposit. Program directors who design the form around a single registrant spend the season fixing records by…
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Salesforce Nonprofit Cloud vs. NPSP: What Changes for Form Integrations
Nonprofit Success Pack tracked every gift on the Opportunity object. Nonprofit Cloud separates a gift into several records, and the Nonprofit Cloud Developer Guide lists the fundraising objects that carry that work: Gift Commitment for a donor’s pledge, Gift Transaction for a…
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Salesforce Data Model Basics for Form Builders: Objects, Lookups, and Record Types
A form builder who does not work in Salesforce every day can build reliable forms with a short list of concepts. Salesforce stores data in objects, which act like tables, and each object holds fields, which act like columns. Standard objects such as Contact, Account, and Lead…
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Salesforce Campaign Members and Lead Source From Web Forms
A web form that creates a lead records who responded. A web form that records the campaign behind the response gives marketing the attribution it needs. In Salesforce, the CampaignMember object represents the relationship between a campaign and a lead or contact, and the Lead…
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Salesforce API Limits Explained for Form Integrations
Every form that writes to Salesforce spends API calls, and those calls draw from an allowance that the whole org shares. The Salesforce limits reference describes two kinds of limits: concurrent limits on long-running requests and total allocations over a rolling 24-hour period.…
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Salesforce Flow + FormAssembly: How a Form Submission Can Start a Whole Process
If your organization uses Salesforce, you may have noticed you have access to Salesforce Flow. A FormAssembly form can start a Salesforce Flow by creating or updating a Salesforce record that meets the Flow’s entry conditions. The submission becomes the starting signal, and…
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Registration Forms and Payment Reconciliation: Closing the Gap With Finance
Registration forms collect two things at once: who is attending, and how much they paid. Finance sees the second half as lump-sum deposits in a bank account, and has to match those deposits to registrants by hand. The gap grows with every discount code, partial refund, and group…
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Doing Good with Data: What We Learned from a Personalized Story Generator for ESL Students
Time Technology, a UK Salesforce consulting partner for charities, built a personalized story generator for ESL students that runs on a single FormAssembly form, a custom Salesforce object, and some well-placed code. The result? Each student who uses this tool receives a story…
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Patient Enrollment Forms for Clinical Programs
Intake and enrollment solve different problems. Intake collects what a clinic needs for a first visit. Enrollment places a patient into a defined program, such as diabetes management, a care coordination service, or a wellness initiative, and it depends on rules: who qualifies,…
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How to Build and Monitor Compliant Data Intake Without Slowing Builders Down
Compliant data intake means every form and workflow follows your organization’s data policies before it goes live. FormAssembly gives builders speed through Fai, its AI assistant, while a policy library, review gates, and an audit trail give compliance teams the visibility and…