Item: FormAssembly
Rating: 10
Author: Verified User

Overall Satisfaction with FormAssembly

Use Cases and Deployment Scope

It's great at letting our program participants enter their own data that then flows conditionally to our Salesforce org. We validate data on the front end, in FormAssembly, before Salesforce even sees it.

Pros and Cons

Pros

Salesforce Connector
Visual branding and theming
Data validation
Response review and tracking
Customer service

Cons

Integrations with other databases (we use Sage Intacct for finance)
More centralized/blanket meta-management of forms
Webinars are often skimpy on instructional content and frequently feel more like commercials
Would be great to establish Salesforce Connector Groups or references that can be applied to multiple forms at once -- it's a pain to reestablish user credentials on each and every single credential when our goal is to use a single service account on all of them.

Return on Investment

We've felt more confident in the data delivered by our form fills
We have learned how to pursue abandoned form fills for completion and compliance
We know we can quickly and easily address many different business needs to prototype or demo a new forms use case

Usability

Given how many sophisticated features appear in the form builder itself, the back-end management can feel strikingly skimpy at times. More dynamic or visually appealing confirmation messages/email notifications would realign these with the existing capabilities of the forms themselves. This is a small issue though because data capture is our primary priority in form fills and it is always excellent in Salesforce!

Alternatives Considered

Jotform, Jotform Report Builder and Jotform Workflows

FormAssembly has superior Salesforce configuration settings, but Jotform offers a much greater variety of systems integrations. We don't really use reports or Workflows in FormAssembly, but the Jotform Report Builder is frustrating at best. Workflows feel comparable from my limited experience, though I would guess that FormAssembly has the edge there too.

Key Insights

Do you think FormAssembly delivers good value for the price?

Not sure

Are you happy with FormAssembly's feature set?

Did FormAssembly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of FormAssembly go as expected?

I wasn't involved with the implementation phase

Would you buy FormAssembly again?

Yes

Other Software Used

Sage Intacct, Microsoft 365, Paycom

Likelihood to Recommend

FormAssembly is great for front-facing form entries where sophisticated back-end logic might be useful, or where data transformation could help with hygiene in a destination database. We love the Salesforce Prefill Connector that ensures our form fillers are always using the most current available picklist options and lookups when adding data to our database.

Unfortunately, we have found that the relative absence of other kinds of connectors means we have to pass FormAssembly data into our Salesforce org and then pass it onward from there, which requires additional administrative overhead to manage cleanly.

FormAssembly Feature Ratings

Comments

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Great for Salesforce orgs and data hygiene