FormAssembly Intro
FormAssembly is a key power tool in our toolkit, and we use it for everything from simple donation forms to extremely complex and robust intake applications. Learn to use FormAssembly to set up a donation page that minimizes duplicate contacts by setting up a new form yourself.
Taught twice per year.
Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.
FormAssembly is a key power tool in our toolkit, and we use it for everything from simple donation forms to extremely complex and robust intake applications. Learn to use FormAssembly to set up a donation page that minimizes duplicate contacts by setting up a new form yourself.
Taught twice per year.
Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.
FormAssembly is a key power tool in our toolkit, and we use it for everything from simple donation forms to extremely complex and robust intake applications. Learn to use FormAssembly to set up a donation page that minimizes duplicate contacts by setting up a new form yourself.
Taught twice per year.
Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.
Who should take this course
You are a systems administrator of your Salesforce organization, responsible for customizing and managing the technical aspects of Salesforce
You are responsible for web forms at your organization and can connect to Salesforce
What you’ll learn
Navigating the FormAssembly interface
Planning FormAssembly forms for maximum efficiency when paired with Salesforce
How to use the form builder (the public facing web form)
How to connect form data to Salesforce
How to troubleshoot errors and reprocess data
Set up a donation form that prevents duplicates
The differences between the FormAssembly subscription levels and examples of when you need each one
What to expect from this course
Each course is 90 minutes, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations
You will receive a Zoom link prior to the course you’re registered for
This course covers concepts from creating forms for the web to connecting them to Salesforce. At least a basic comfort with your Salesforce data structure (which objects data live in) is required for this course
You need a FormAssembly subscription (note: this is a paid tool that offers nonprofit discounts) or have an active trial version
This is a very hands-on course. You will be working in a sandbox version of your real Salesforce. You will receive instructions prior to the course in how to set up a sandbox.
Ideally you will come into this course with real bulk data you need to manage and can work with during the course while getting support. We will provide an example of a common use cases for everything we cover.