FormAssembly 200 live forms integrated CRM salesforce works so far so good.

We currently have over 200 active forms, most of which are integrated with Salesforce. Setting up the integration was straightforward, and day-to-day management is straightforward. The Salesforce technical team remains involved throughout, even without formal training, and the connection is generally stable and not easily disrupted.

My perspective is mainly from IT delivery and operations, rather than from the students who entering data. the system is user-friendly, easy to navigate, and has excellent integration with Salesforce. While error handling could be improved, the support channel has limited capacity to maintain a good service level and lacks the ability to handle complex cases via conference call or screensharing.

FA serves as the main platform for global students and staff to submit requests, with information sent to connected systems, primarily Salesforce. It is used by all current Oxford University students, not just those at SBS. Teams such as the CRM Team, Web Team, Entrepreneurship Centre, Goldman Sachs Team, and Programme Recruitment and BD teams use FA for various purposes, including degree programmes, open programmes, online programmes, and summer school. The MBA portal also uses FA. The system is user-friendly, easy to configure, supports branding, and incorporates business logic and rules, making it very helpful.