FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Powerful Form Builder Tool with Native Salesforce.com Integration
What do you like best about the product?
Utilizing the form builder is straightforward. The dynamic picklist options with the salesforce integration are excellent-- whether linking directly to a salesforce picklist so that the values only need to be maintained in sfdc, or using filtered lookups to return subsets of records from the specified object-- the flexibility here is great.
What do you dislike about the product?
This isn't a dislike, per se, but there's a bit of a learning curve for properly nesting Connector Steps and duplicating for multiple levels of lookups, i.e. a lookup with very fine criteria, followed by a more broad set of criteria.
What problems is the product solving and how is that benefiting you?
Consistent. efficient data entry & collection.
Great tool for Salesforce Admins!
What do you like best about the product?
I love how easy they make it to learn the platform. They even have their own Academy where you can do modules to earn badges, and get certified in the Platform. The Salesforce and Stripe connectors are awesome!
What do you dislike about the product?
Just that sometimes it takes a while to get an answer from support if I get stuck. It doesn't take that long, but when I get pressure from my boss to finish something it can be mildly frustrating to have to wait for support. Once I get help though it's amazing, and the reference articles are very thorough.
What problems is the product solving and how is that benefiting you?
Form Assembly provides an easy way for us to have custom forms on our site and take payments and get all of the information seamlessly into Saleforce so we can reference it later.
Great form solution!
What do you like best about the product?
FormAssembly has enabled our institution to create and connect forms to multiple Salesforce orgs as well as Google forms.
What do you dislike about the product?
While the company is working to create customer-recommended solutions, one function that would be helpful for our team is a better way to organize our forms.
What problems is the product solving and how is that benefiting you?
FormAssembly benefits our team by enabling us to focus on target audiences utilizing single-sign on functions, community sign-in functions, and guest user functions.
Simple yet transformational
What do you like best about the product?
Quality data control and the native ability to update customer records in CRM.
What do you dislike about the product?
I'm unable to embed a form in an email, which would open up more opportunity to utilize this tool for NPS/CSAT.
What problems is the product solving and how is that benefiting you?
FormAssembly helps us keep clean data and bridge the gap between teams by creating a collaborative omnichannel environment.
Many functions and easy to use
What do you like best about the product?
Lots of great easy-to-use functions. The Help team is amazing as well as support documentation.
What do you dislike about the product?
We were a client for 5 years and they increased the cost 1.5x on us which was not appreciated, but we are now a client of nearly 10 years.
What problems is the product solving and how is that benefiting you?
Collecting payments for simple things (donations to our non-profit, registration for small events etc). We also use it in place of google forms for forms to integrate with Salesforce such as job application forms.
Easy-to-use platform for forms in Higher Education
What do you like best about the product?
FormAssembly is extremely easy to use and very simply connects to both Salesforce and Google Sheets. The best part about FormAssembly is their documentation and customer service; both are incredibly helpful and provide detailed support.
What do you dislike about the product?
One downside of FormAssembly is that the new Workflow tool is a bit slow to load when building a Workflow. This is a brand new feature, so I am confident this will improve over time.
What problems is the product solving and how is that benefiting you?
For a higher education institution, FormAssembly allows us to get student information directly into our Salesforce platform, without the need to upload files from a separate source. Previous forms with responses documented in various departments are now housed in one place and related to the student.
Very easy to work with. Integrates well with other systems
What do you like best about the product?
Integration options. Most form apps have the same capabilities on the front end, but being able to dynamically map on the back end is very useful.
What do you dislike about the product?
Their knowledge center does not explain things very well. For example, when you search information regarding formulas, it will explain how to do weird, complex situations but not basic syntax, which is necessary since their syntax is very different from any other system.
What problems is the product solving and how is that benefiting you?
Providing public-facing forms that result in record creation, update, and automation in Salesforce. It makes things very easy for a small non-profit to gather data quickly and easily.
FormAssembly offers a comprehensive way of linking Salesforce to webforms
What do you like best about the product?
FormAssembly helps us automate a lot of our activities. We can link it with Salesforce and generate tasks assigned to the right team member.
What do you dislike about the product?
FormAssembly is quite complex. If you want to integrate it with SalesForce, you need to have a good understanding of SalesForce, and not be afraid of complicated forms and flowcharts. You also need to keep an eye out to ensure that you're using the right date format - UK (dd/mm/yyyy) or USA (mm/dd/yyyy)
What problems is the product solving and how is that benefiting you?
It is taking out a lot of manual data entry work and making our lives easier/
Form Assembly at small University
What do you like best about the product?
Intuitive interface on form building tool.
What do you dislike about the product?
At the time of this review there was not a form approval flow option.
What problems is the product solving and how is that benefiting you?
Allowing people to fill out froms to update information in their Salesforce record without having to log into a community.
Similarly, allows staff to enter information into Salesforce without needing a login.
Similarly, allows staff to enter information into Salesforce without needing a login.
Excellent tool to build tools and integrate with Salesforce!
What do you like best about the product?
FormAssembly is a great tool to build out dynamic forms and then integrate them with Salesforce. The forms have several payment options and many design options that you can use to customize your forms to your needs and branding.
What do you dislike about the product?
FA is behind other form tools in providing additional features such as sliders. Their embedding capbilities are glitchy. They also have very few payment options compared to other vendors.
What problems is the product solving and how is that benefiting you?
FA enables me to integrate forms with Salesforce. This decreases the need for manual entry and the potential for data entry errors.
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