TrustRadius
FormAssemblyRobust Form builder2018-11-06T20:28:30.136ZWe have created almost 30 FormAssembly forms since we subscribed to the app. It is the best form builder app we have used. Many, but not all, of our forms, are integrated to Salesforce.com as well. The API connector to Salesforce is robust and can connect to most objects and fields. My department creates for all departments. In general, FormAssembly addresses the ability to gather information from volunteers that sign up for our many annual volunteer events.,Salesforce.com API integration
Intuitive form builder interface
Mobile phone, tablet and desktop browser rendering tools,It may not be Salesforce Lightning Experience compatible - at least for us - in terms of linking to Lightning Experience Notes
Saving a form edit can be confusing depending on where in the form the edit is made
It would be nice to add a background image so that the desktop browser doesn't have so much white-space around the form.,10,The biggest positive impact is that it replaced a labor-intensive effort by end-users that had track individual email responses to gather the same information that the form gathers for us now.
It has streamlined end-user tasks freeing them up to focus on other higher-level tasks.
Depending upon the specific form requirements, it is user-friendly for those filling out the form.,,Andar/360, Salesforce.com, Salesforce Marketing Cloud Email Studio,Customer SurveysWilliam ReeseThe Best Form Solution for Salesforce2018-06-20T17:51:34.702ZWe use FormAssembly for all our forms that feed into Salesforce. It does a great job of capturing client information and putting it where we want it in Salesforce. FA gives us a lot of flexibility and power to take complex forms and applications.,Integration with Salesforce
Dependencies and complex forms
Prefilling forms and displaying data.,The price is a bit higher than other options.,10,FormAssembly allows staff to gather better data and not have to do so much manual entry. This allows staff to focus their energies on other mission critical items.
FormAssembly helps to improve data quality by reducing duplicates and enforcing data quality.,Formstack and 123FormBuilder (formerly 123ContactForm),Employee Surveys
Customer Surveys
Research StudiesDale GishSalesforce integration heavyweight2017-12-05T22:45:52.030ZOur Information Systems team is using FormAssembly to quickly deploy forms for a multitude of data capture needs. We are using FormAssembly's enterprise solution and implementing Salesforce Authentication and Salesforce Connectors across multiple organizations we maintain internally. This allows us to embed FormAssembly forms in Salesforce Communities, to the point where FormAssembly forms have become the primary way users enter data in 2 of our Communities solutions.
On the flip side, forms can be rapidly built out for basic requirements where responses don't need authentication -- for instance, a recent request for an interest form was quickly fulfilled by a team member who had never used FormAssembly and didn't have any code experience. We have launched payment forms in a similar fashion using Authorize.net connectors.,Declarative connectors for Salesforce, payment processing, etc.
Form logic customization
Layout customization
CSS and Javascript embeddding,Customization of Save/Resume functionality
Populating radio/checkbox/drop-down fields based on a Salesforce record query
Change management tools (deploy changes from a test form to a production version),8,Big impact on time-to-value! Building a form in FormAssembly takes a fraction of the time it would take to write code.
Engaging for system admins -- FormAssembly puts a lot of power in their hands, and helps them feel productive.,Salesforce, Formstack, Skuid and SurveyMonkey,Salesforce Community Cloud, Trello, BalsamiqMatthew SoutherFormAssembly - king of SalesForce integrations!2017-12-05T16:11:13.710ZWe utilize FormAssembly for many different purposes, but the primary one is sales. Our forms are what our customers see first, and it's how we get both preliminary leads as well as detailed customer data. On the flip side, we utilize FormAssembly to update our existing client records and for ongoing surveys, questionnaires, etc. From a sales perspective it does an amazing job. It's very flexible, easy to implement/change, and is nimble. SalesForce integration is killer - tons of different ways to conditionally send values to SalesForce and the mapping feature works REALLY well. You can conditionally create cases, add attachments, trigger rules, etc - very nice. At this point I can't imagine running my business without FormAssembly, I recommend them regularly.,SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust.
Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy.
I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too.,I've always thought their Theme builder was a little bit lacking. It works, but it doesn't feel quite as smooth as the rest of the form builder.
I wish there were stronger in-form calculations, similar to something like calculoid.com.
Sometimes formatting feels wonky when you choose a form-level format, then update specific fields. I wish there was some sort of "outline" tool for formatting specifically, so you could easily see what formats were being applied to each field. Sometimes I spend way too much time on formatting.,10,We used to use Joomla built-in forms on our site... oh wow, what an upgrade. FormAssembly is miles ahead. We've saved so much time - we get better, cleaner responses and our users don't have to waste time.
Updating our existing client records using FormAssembly is a godsend. It's super easy to direct our clients to the proper places.
We get creative, sometimes. We've built in a feature for our Excel reports that automatically pushes a response through FormAssembly, into SalesForce - so that when salespeople complete an Excel report, then can quickly/easily update SalesForce without logging into anything. Thanks for the workaround, FormAssembly!,,RingCentral, FoxitPhantom PDF, MailChimp,Customer SurveysNick BencivengaBest Salesforce integration out there2017-11-29T17:50:22.450ZWe use FormAssembly for many of our business needs across the whole organization. Everything from surveying to web to lead to registration processes, FormAssembly is pretty much our one stop shop for all of these. The big benefit of FormAssembly over the others for us is its integration with Salesforce.,Salesforce Integration
Customizable logic for filling forms and pushing information to other places
Ability to embed into website,There can always be improvement in their ability to help identify duplicates before they go into our Salesforce
Add more options for website integration
More robust options for customizing look and feel of the forms,10,Streamlined inefficient processes
Enabled customization of processes in house rather than requiring outside vendors
Eliminated the need for other 3rd party tools,Typeform and Zapier,Basecamp, GetFeedback, Slack,Employee Surveys
Customer SurveysVerified UserFormAssembly Helps Our University2018-02-07T21:32:19.544ZWe use FormAssembly inside of the TargetX application which lives in our organizations instance of Salesforce. It is used to help create internal and external events and bridge data in from those event registration pages. It makes the bridging of data very easy and provides a great GUI to help with this.,Bridging data
Having a graphical user interface that helps facilitate things that would otherwise take more coding skills
Creating inquiry forms on websites,Some of the GUI is not always helpful
Constantly having to upgrade various parts is not always helpful and takes time
The integration with Salesforce is a little hard to manage for some aspects,7,Allows us to get surveys out quickly
Allows us not to have to waste web developer time to do some otherwise simple tasks with survey and form data
Positively effects how much content we can get back into our database,TargetX, Salesforce Marketing Cloud Email Studio,Employee Surveys
Customer Surveys
Research StudiesVerified UserA Versatile Survey Product2017-11-29T17:33:13.495ZWe use formassembly to collect information from the student beneficiaries that we work with (they use our forms to submit reports and request information). We also use it as our online donation platform.,Easy to create forms.
Integrates with Salesforce.
Integrates with our payment processing system.,The customization leaves something to be desired (our forms look a little dated).,8,It has helped us stay in better touch with our constituents.
It has helped us bring in online donations.,Google Forms and Woobox,Customer SurveysVerified UserGreat product for quick build forms2017-11-29T17:02:25.724ZWe use FormAssembly to gather information from a variety of users and store that data in Salesforce. It is used currently for marketing, but we are expanding to other departments.
FormAssembly is quick and easy to use, getting us over the hurdle of having a developer custom design a website or using Apex and VisualForce within Salesforce.,Quick setup
Highly customizable, allowing it to fit the look and feel of your company.
Great support and help documentation,Process to integrate with Salesforce is not intuitive, would love to see a direct connection
One requested feature is to password protect forms, currently only option is validating through external source,8,Allowed us to expand Salesforce to different user groups and use cases,Employee Surveys
Customer SurveysVerified UserFormAssembly - The More Complex the Form, the Better!2016-09-15T16:24:52.183ZAs a Salesforce consultant, I've recommended FormAssembly to many customers. Use cases range from complex credit applications to internal expense reports. FormAssembly solves the issue of inputting information correctly into Salesforce with a lot less clicks.,I've vetted other Salesforce form integrations and when it comes to complex connector logic, FormAssembly is the best.
I really like the ability to have repeatable sections and repeatable attachments.
Form troubleshooting, I really like the detailed response report and the ability to resubmit an entry.
I like having the support chat window on the back-end. Makes it really easy for simple questions.,The form functionality is great, but form styling needs improvement. Forms can look slicker.
The UI on the back-end is a bit hard to navigate.
It would be great to have alerts if a form connector failed.,9,Streamlined data input
Time saver
Analytics,Formstack,Salesforce.com, Conga Composer, DocuSign, Adobe eSign servicesSasha AgrichFormAssembly: Powerful Web Forms at very Reasonable Pricing2014-09-22T13:56:39.738ZFormAssembly is used by The Jackson Laboratory to facilitate publicly available web forms. It addresses the need for connectors to other systems, and more advanced form functionality such as repeating rows, conditional values, and calculations in an environment easy enough for non-technical users to work with. IT manages and supports users and insures that connectors are built securing data from the FA submission into other disparate systems.,Ease of use of the form builder... very well done.
Connectors are solid... we've several custom connectors that all work exceptionally well.
Branding is a snap... the use of the REST APIs is very well done.
Incorporation of custom CSS and JavaScript is easy and powerful.
The advanced features (conditional values, add a row, etc...) are very powerful and easy to use.,Ingesting external list data. The biggest drawback we've found to FormAssembly is that we cannot generate external lists (of products, mouse strains in our world, countries served, etc...) and have them ingest into a lookup field or a select menu. Without doubt this is what we consider the greatest weakness.,9,Greatly increased time to deliver functional marketing and data collection forms.
Decreased time of IT personnel to deliver such solutions.
Better customer service as all CS forms are down driven by FormAssembly, the data captured, and regularly reviewed.,,9,Implemented in-house,10,10Tony JacksonFormAssembly saves TIME!2014-09-18T15:21:23.464ZFormAssembly is used to create applications, surveys, and RSVP forms for events to name a few. It helps keep our data clean and connected since everything connects back to Salesforce. It addresses needs that the whole organization has but is managed by one team.,Performs look ups that connect to our Salesforce instance to avoid duplicate records
Connects data back to Salesforce and creates an error log in case the submissions need to be reviewed
Can perform multiple functions in one form such as, look up a contact or create a contact, connect him/her to a campaign, create an attachment for the contact record or connect to any other custom object using the Connectors
FormAssembly Support is reliable,When I using the Log to review any errors I wish there was an easier way to navigate it such as (1) more responses visible on the screen, and (2) when a response is resent, it appears again at the first page and the initial submission moves down one (you need to have done this in order to understand). If the submissions had date/times next to them for initial submission and each resend, that would be super helpful
I'm having a hard time locating which version of FormAssembly I'm on and determining the modules that we own. I wish that was more obvious.
FormAssembly Support is great but sometimes a customer service number can do wonders. I think that's something to consider.,9,It saves TIME! I don't have a metric for the amount of hours it has saved organization-wide but, it's a lot. I personally, spend a lot of time on the creation and QA of each form so, my co-workers have a great end-product and our members have a great user experience. They don't have to track responses in an excel sheet and hope that one day, they'll have time to input all the data into Salesforce. All the data is in Salesforce to begin with and that means, they can report on it whenever they need to.
The time that we save also increases employee efficiency because that time and attention can be devoted to other tasks.
We use FormAssembly for surveys/polls, so this gives us data to support any decisions that we make.,,4,10Nazreen LaffirFormAssembly Enterprise Review2014-08-28T16:31:25.724ZUsed primarily for our whole organization, FormAssembly provides the ability to take form data and pull it into Salesforce.com CRM. It has a number of other potential connections for use that we do not currently use at this time. Allows for forms submitted from a web form to be created individually or as a template for use cases in Salesforce where Flows or Visualforce Pages did not meet the criteria.,Connectivity with Salesforce.com is very simple and easy to use. Connectivity maps forms data directly into Salesforce and can be updated quickly and efficiently when in use with schema.
Easy page layout builder allows for simple web design and connectivity when setting up. A basic user could map out needs of the form, with an Administrator then setting up any connectivity or validations as needed.
Retains form data and makes it easy to determine which information will be pulled from the form. Administrators can see submitted forms, measure drop rates, etc to get solid results from the form "behind the scenes",Conflict management with Salesforce through connectors is limited. If you make a change in Salesforce using this product without updating the form, the only time you will know is when an error email triggers to the admin.
Better support follow up through the site. Whenever I have a technical issue, I have to go out to their main page for admin support, which it would be easier to find and/or use in the program once you're logged in.
Cost prohibitive for smaller organization, the value of what you pay may not be enough for smaller organizations looking to use the tool.,6,Ability to document and track information not easily entered in Salesforce through a Flow. Allows for seamless integration between the products to capture information.
Can be altered or modified as needed with 'on the fly' changes to your form, so long as your schema is also updated in Salesforce.
Good behind the scenes measurables and usage of the forms able to be documented. You can also build behind the scenes workflows if they triggers other activities in your org as well.,,6Verified User
Unspecified
FormAssembly
20 Ratings
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