FormAssembly

According to TrustRadius reviews, FormAssembly is primarily used to create forms that integrate directly with Salesforce, often to overcome the limitations of building forms natively within Salesforce. Reviewers explain that Salesforce provides limited options for non-users to submit data, and FormAssembly fills this gap by allowing external stakeholders to send information directly into their Salesforce instance. This integration is used to create leads, update records, and automate data entry, which reviewers say leads to increased efficiency and more accurate data. Other benefits cited include the ability to validate data before it enters Salesforce and the platform's security.

Based on TrustRadius reviews, FormAssembly is well-regarded for its ease of use, making it a suitable choice for creating forms. Reviewers consistently describe the form builder as straightforward, intuitive, and easy to set up. This accessibility allows staff who may not be highly technical to create forms themselves. Specifically for a school's needs, reviewers mention using FormAssembly to create external forms for event and program registration, which aligns with creating forms for parent-teacher conferences.

According to TrustRadius reviews, FormAssembly is used by organizations to securely handle sensitive data. Reviewers state that it helps them collect Personally Identifiable Information (PII) while remaining compliant with regulations. Users report confidence in the platform's security, noting they have not had concerns or issues with data privacy. One key security feature highlighted is the ability to create forms for external users without granting them access to internal databases. However, some reviewers mention they do not use FormAssembly for the most sensitive data types, such as payment or health information. One user finds its security capabilities to be on par with other form tools on the market.

Based on TrustRadius reviews, FormAssembly is evaluated by users primarily on its data security and compliance capabilities rather than through direct comparisons with other specific tools. Reviewers highlight the platform's features for handling sensitive information, such as encryption, access controls, and the ability to flag PII. This helps them maintain data security and meet compliance needs. Users express confidence in the product's data privacy practices. However, one reviewer notes that the product is expensive for the features provided at the baseline level.

According to TrustRadius reviews, FormAssembly is a secure and reliable platform for organizations with stringent security and compliance requirements. Reviewers express confidence in its ability to handle sensitive information, such as banking data, and support critical governance and data integrity needs. The platform is used by clinical teams, and some users note signing a Business Associate Agreement (BAA) to ensure data protection, indicating its suitability for regulated environments.

According to TrustRadius reviews, FormAssembly includes a built-in workflow feature. Reviewers have differing experiences with this functionality. Some find that the workflow feature makes it easy to develop forms and their connections, and that it is capable of handling complex conditions and workflows. However, other reviewers have encountered limitations, particularly when trying to integrate multiple forms and pass information between them, which required them to create their own workarounds.