Item: FormAssembly
Rating: 8
Author: Verified User

Overall Satisfaction with FormAssembly

Use Cases and Deployment Scope

We use FormAssembly to build forms to enable external stakeholders (including customers and contractors) to submit data into our Salesforce instance. We use Salesforce across many aspects of our operation, but Salesforce provides fairly limited options to create forms allowing non-Salesforce users to send data into Salesforce. We've found FormAssembly's easy-to-use Salesforce connector to be invaluable in plugging the gap and allow us more options to intake data.

Pros and Cons

Pros

Salesforce prefill is a powerful way to prefill forms with records from Salesforce and prevent duplicate data entry.
Salesforce submission connector allows us to create some pretty complex and powerful logic to process form submissions into Salesforce data.
General form prefill options via query strings in the URL is a helpful feature.
The ability to use custom CSS and javascript on the page makes the forms very extensible and has been helpful to give us even more functionality.

Cons

Improved design and templates could make it faster for us to create mobile-optimized, beautiful forms - we find the current templates are functional but we have considerable work to do in cases to make them feel more in line with our branding.
We would welcome additional security and authentication features on form submission, including potentially 2-factor authentication in order to verify that a submitter matches a user in our database, or IP restriction on who can submit.
We would love to be able to organize forms across more levels of hierarchical organization, such as using folders/directories to organize different types of forms.

Return on Investment

Improved data collection at scale
Quick form builder allows us to iterate and pilot surveys and data collection tools quickly to test new processes before potentially investing more development resources
No-code and low-code solution allows non-technical users to create pretty complex logic that would otherwise require a developer

Ease of Integration

We love FormAssembly's Salesforce connection! For the price, we have yet to find a better or more powerful Salesforce-connected form product on the market. We've found the Salesforce connectors to be easy to use and surprisingly powerful, and more recent developments such as advanced Salesforce-generated menu/choice fields have been welcome.

Security

We're happy with FormAssembly's handling of data within the tool, especially options for data encryption and protected fields. I do wish there were more features to prevent unauthorized submissions or restrict access to the forms we publish, including password or 2-factor authentication, IP restriction, or even API-enabled restrictions (e.g. we could authenticate in our app and then direct a user to the FormAssembly form with some authentication token)

Usability

FormAssembly provides a generally intuitive and convenient interface for creating contact forms, and we appreciate the connector settings and flexibility of the logic we can implement in a form. While there's definitely some clunkiness (for example, we find the formula builder to be cumbersome, especially having to reference a somewhat confusing list of field aliases), we overall like the product and find it's not too steep a learning curve.

Alternatives Considered

SurveyMonkey, Formstack Forms, Gravity Forms and Google Forms

Overall we were looking specifically for a Salesforce-connected form provider, and found FormAssembly offered the most dynamic and powerful suite of Salesforce integrations across the form vendors we evaluated. I would specifically highlight that the logic a user can create using FormAssembly's Salesforce connector on form submission can be quite complex under the right circumstances, which has enabled us to use FormAssembly for more use cases than we would be able to use one of the competitor products.

Key Insights

Do you think FormAssembly delivers good value for the price?

Yes

Are you happy with FormAssembly's feature set?

Yes

Did FormAssembly live up to sales and marketing promises?

Yes

Did implementation of FormAssembly go as expected?

Yes

Would you buy FormAssembly again?

Yes

Other Software Used

Salesforce Sales Cloud, Braze, Salesforce Marketing Cloud

Likelihood to Recommend

Our primary use case for FormAssembly involves using it for data intake into Salesforce. We've found that FormAssembly for the cost is the best and most flexible form builder on the market to allow us to quickly create and test forms to get data into Salesforce. We've even been able to accommodate quite complex logic in FormAssembly forms to process form data into actionable information internally. Outside of the specific Salesforce power-ups, I probably would not be as keen to recommend FormAssembly over other applications such as Google Forms. While we love the Salesforce connectivity, I would say there are other apps on the market that offer better options in terms of sharing settings, user validation, and overall look and feel of the forms.

FormAssembly Feature Ratings

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