Salesforce integration heavyweight
December 05, 2017

Salesforce integration heavyweight

Matthew Souther | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with FormAssembly

Our 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)
  • 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.
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form.

Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
FormAssembly has been an essential tool to have in our back pocket. It's best when you need a form quickly and can compromise on some of the dynamic elements that would be possible in Visualforce. It serves a particularly critical need when skilled developers are at a premium, but clever admins are available.

FormAssembly Feature Ratings

Survey templates
Not Rated
Themes
8
Custom logo/branding
10
Changes to live survey
5
Question design help
Not Rated
Multiple question types
8
Survey logic flexibility
9
Response tracking
10
Data export
10
Standard reports
Not Rated
Custom reports
Not Rated
Analytics
Not Rated
Vendor-offered crowdsourcing
Not Rated
Respondent restrictions
Not Rated
Access controls
Not Rated
Compliance
Not Rated