FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Good Integrated tool with Salesforce for Forms
What do you like best about the product?
- An excellent tool for creating and integrating Dynamic Forms with Salesforce
- We can customize the back end as per our requirements
- We can use CSS with Forms to design the front end
- It has inbuilt Pre-Fill and Post-Submission Connectors
- We can customize the back end as per our requirements
- We can use CSS with Forms to design the front end
- It has inbuilt Pre-Fill and Post-Submission Connectors
What do you dislike about the product?
Having conditional fields in the forms is a little tricky and confusing. They should also provide more customer support.
What problems is the product solving and how is that benefiting you?
It is easy to build forms where you need user input.
FormAssembly Product Owner Review
What do you like best about the product?
Easy to use platform with the ability to create consistent themes and questions on the fly. The biggest feature asset for our organization is the Salesforce Integrator!
What do you dislike about the product?
Questions are not as customizable or click-of-a-button programmable as other survey platforms. For example, it would be helpful to have: programmable text fields/formulas within question text and the ability to program aliases into repeated questions to prevent the need to create multiple condition based questions (instead one question with repetition logic based on the aliases/responses from other questions).
Also, have the ability to be able to "re-review" or "re-approve" forms with Salesforce connectors if there are edits. Context: we have two teams supporting on FormAssembly and Salesforce without checks in place the connectors could break causing some of major forms to go down. Having an extra review option in place if anything in the form changes would be a lifesaver!
Also, have the ability to be able to "re-review" or "re-approve" forms with Salesforce connectors if there are edits. Context: we have two teams supporting on FormAssembly and Salesforce without checks in place the connectors could break causing some of major forms to go down. Having an extra review option in place if anything in the form changes would be a lifesaver!
What problems is the product solving and how is that benefiting you?
Our program and development teams use FormAssembly for student applications, lead development, survey development/online form building and support organizationally no/low-code platforms, which this tool easily provides.
A solid front-end form system with potential for greater things
What do you like best about the product?
It's very straightforward to build out a form. You can just drop in your different types of questions/fields and quickly edit and rearrange them within the editor.
What do you dislike about the product?
We utilize a significant amount of custom CSS for our forms to match the style of our website, but there's no way to save universal CSS currently. You can create and save themes, but those only include basic settings around colors and fonts and whatnot. The CSS we utilize has to be copied and pasted into each form, and if we make a change once, we have to go back and update all of the other forms.
What problems is the product solving and how is that benefiting you?
We host forms on our website, many of which are connected back to Salesforce, and FormAssembly allows us to automate many of the steps involved in getting data into and updated within Salesforce.
Great tool for easy form building with intuitive salesforce integration
What do you like best about the product?
Its salesforce integration is intuitive and easy to set up for non-technical users to manage.
What do you dislike about the product?
Some limitation exist in workflow, including the inability to access easily created or updated records from previous steps.
What problems is the product solving and how is that benefiting you?
Building intake forms, surveys and loan applications. Pushing data into salesforce as create and upserts.
FormAssembly was born in Salesforce
What do you like best about the product?
Technical capabilities, specially about the Salesforce connector.
What do you dislike about the product?
The actual form builder interface could be more user friendly and have more design options.
What problems is the product solving and how is that benefiting you?
Unifying processes and filling the gap between automation systems.
FormAssembly is the BEST!
What do you like best about the product?
FormAssembly makes it easy to move data into Salesforce, no matter how complex the data. Their team is also super responsive when you have questions, issues or just need to learn more.
What do you dislike about the product?
The only downside I can think of is that it's a bit pricey. Because I'm a FormAssembly partner, I'm able to direct the nonprofits I work with to all the discounts that are available, though, so we end up with exactly the tool we need at a price my nonprofits can afford.
What problems is the product solving and how is that benefiting you?
Getting data from their constituents, creating registration forms for events and conferences, and learning more about who their audience is-- my nonprofit clients just can't find another tool that does it all, with ease.
FormAssembly integrated with Salesforce is an essential tool for us
What do you like best about the product?
The ability to get data into Salesforce while eliminating duplicates and setting up multiple standard and custom objects.
I would say it is moderate to easy to use.
Customer service is excellent
I would say it is moderate to easy to use.
Customer service is excellent
What do you dislike about the product?
It is slow to add every field and connection in the Salesforce connector.
Also, the only way to have forms in multiple languages is to have multiple forms
Also, the only way to have forms in multiple languages is to have multiple forms
What problems is the product solving and how is that benefiting you?
Student Enrollment, Seasonal Applications, Surveys, Assesments, duplicate elimination
Non-Profit Integration Into Salesforce
What do you like best about the product?
We have been able to collect different types of information (surveys, invitations, interest) and automate their input into Salesforce for tracking and analysis. It has helped us streamline many of our processes and ensured we're maintaining a single source of truth in one database rather than taking time to upload data on a regular basis.
What do you dislike about the product?
There's a steep learning curve in creating connections. Making a small mistake at the onset can cost hours of redoing work.
There doesn't to be a way to be notified of errors in the connection - so you have to manually look through logs to resolve. You can't clear the log so you end up going through to see if you previously cleared the error.
There doesn't to be a way to be notified of errors in the connection - so you have to manually look through logs to resolve. You can't clear the log so you end up going through to see if you previously cleared the error.
What problems is the product solving and how is that benefiting you?
FormAssembly allows us to collect various types of information and integrate the information directly into Salesforce. This allows more time for analysis and less time manually shifting data.
Form Assembly - no clicks - no code - pretty powerful!
What do you like best about the product?
Flexibility in updating information from Form Assembly to Salesforce. Also used form handlers for Pardot which was super helpful.
What do you dislike about the product?
Some conditions in the pre-fill don't work. The repeatable sections need to do more than just repeat
What problems is the product solving and how is that benefiting you?
Create forms easily and don't have to configure them to be mobile friendly.
Love it! Especially if you're integrating with Salesforce
What do you like best about the product?
- Form design flexibility
- Salesforce integration is THE BEST around
- Form pre-fill capabilities
- Heavy backend customization where we need it most
- Not restricted with as many limits as other form tools
- Workflow! Seriously, amazing feature. Sometimes I don't even need it because your out of the box connectors are complex and fit the need
- Customer support is timely and great to work with
- Admin support docs - perfect. I've never worked with a tool that had resources as organized as FormAssembly
- Salesforce integration is THE BEST around
- Form pre-fill capabilities
- Heavy backend customization where we need it most
- Not restricted with as many limits as other form tools
- Workflow! Seriously, amazing feature. Sometimes I don't even need it because your out of the box connectors are complex and fit the need
- Customer support is timely and great to work with
- Admin support docs - perfect. I've never worked with a tool that had resources as organized as FormAssembly
What do you dislike about the product?
- Lack of Outlook 365 integration (you have Google, but sending results to a 365 sheet would be AMAZING)
- The weirdness of requiring sharing forms/templates to other admins in the tool
- I can't save as a draft. Or at least I haven't figured that out without cloning a form. Would be nice when testing a major change to a form if I could test it before it would impact the live form
- The weirdness of requiring sharing forms/templates to other admins in the tool
- I can't save as a draft. Or at least I haven't figured that out without cloning a form. Would be nice when testing a major change to a form if I could test it before it would impact the live form
What problems is the product solving and how is that benefiting you?
1. A form builder that connects and works directly with SFDC but is available to non-SFDC users and can be used externally wherever we need it
2. Customized dynamic form capabilities for our clients utilizing SFDC data to determine what should be asked creating a seamless experience for all
2. Customized dynamic form capabilities for our clients utilizing SFDC data to determine what should be asked creating a seamless experience for all
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