FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Very effective tool & great customer support
What do you like best about the product?
We use FormAssembly to capture data and put in in our Salesforce database automatically. Once set up, it works great.
What do you dislike about the product?
Setting up the connector to Salesforce could be improved by using field names in formulas instead of meaningless variable names that you have to look up.
What problems is the product solving and how is that benefiting you?
There have been a few instances of things not working as they should, but Customer Support is very responsive and great at communicating.
The most powerful form service for Salesforce
What do you like best about the product?
FormAssembly is, by far, the most robust 3rd-party form tool for Salesforce. It can handle complicated data mapping/migration with ease and gives admins complete control over how data is pushed into Salesforce.
What do you dislike about the product?
I occasionally run into issues with data validation, but these are far and few between.
What problems is the product solving and how is that benefiting you?
We can get data from clients and volunteers directly into Salesforce and bypass data entry completely. This has helped my organization, a human services-providing nonprofit, to go completely remote while still helping clients achieve their goals.
Recommendations to others considering the product:
FormAssembly is absolutely essential for Salesforce users; there is no other service which can match its complexity/power.
Easy to use in a lot of different capacities
What do you like best about the product?
I appreciate the ability to make a straightforward, interactive, and attractively designed form using Form Assembly. It's able to host a lot of information, things are easy to search, and easy to edit.
What do you dislike about the product?
There are some more design-oriented flaws that I'm not the biggest fan of, like the inability to streamline text size when you copy over text from another document (the copied texts is copied in a larger font, and the form doesn't have the option for you to highlight all text and have it match. You can retype the copied text to get it to match, but that's an effort).
What problems is the product solving and how is that benefiting you?
Loads and loads. Form Assembly has made it simple to describe more detail oriented decisions with easy to read drop-down menus and record reactions and responses. Also like the ability to integrate with Salesforce which means client information and ease of use ratings for this is top notch.
Recommendations to others considering the product:
Would recommend if you're looking for a way to integrate Salesforce and design easy to use forms for your audience.
A good software that works as it should.
What do you like best about the product?
FormAssembly makes it simple to set up forms, especially if you have no HTML or CSS knowledge. If you DO have those additional skills, FA allows you to do many customizations to any form you'd like. Additionally, FA generates a simple, short link for embedding your form in any HTML-accessible page, which is a requirement for my work.
What do you dislike about the product?
The interface could be more modern and integrations with outside systems (for us, Salesforce) can sometimes break down.
What problems is the product solving and how is that benefiting you?
As a nonprofit, we use FormAssembly for donation forms, auction forms, and other development functions. We also use it even more so for camper and student registration forms throughout the year for our various programs. FA makes it easy to duplicate a form and make the small tweaks to keep it relevant year-over-year which we appreciate. Finally we use FA for our "contact us" form and have been for over 5 years.
User Friendly and Great Support
What do you like best about the product?
The dynamic/usability of the product. There is so much you can do with the product and it's super helpful when needing to create so many different records in Salesforce.
What do you dislike about the product?
Sometimes it's hard to figure out specific formulas and the documentation doesn't always exist for the problem you're facing.
What problems is the product solving and how is that benefiting you?
We're using FormAssembly to create application records, do volunteer check-in, etc. It's helping us solve a lot of problems for people that we can't give Salesforce logins to but still need to be able to create records or view data!
Recommendations to others considering the product:
Utilize the documentation - it's very helpful
An amazing tool for Salesforce integration!
What do you like best about the product?
It is great, easy to use and is pretty intuitive to setup. A lot of guidance is also available online if you do get stuck!
What do you dislike about the product?
The main issue I have encountered is glitches with bullet points and text formatting. Even copy pasting text into notepad and then copying it into Form Assembly sometimes results in weird things as soon as Form Assembly's bullet points are involved.
What problems is the product solving and how is that benefiting you?
We primarily use Form Assembly to integrate and send data in to Salesforce, both for creating new records as well as updating existing records. The connectors are pretty intuitive to setup and there is a lot of guidance available online if you do get stuck.
Outreach to students made easier!
What do you like best about the product?
FA’s easy to use interface and integration setup with Salesforce
What do you dislike about the product?
It was difficult to complete some steps without direct support (setting up secure parameters).
What problems is the product solving and how is that benefiting you?
Virtual advising with students in K-12
FormAssembly has enabled TACS to create program registrations and connect that data to SalesForce.
What do you like best about the product?
Capturing data and connecting it to our SalesForce instance.
What do you dislike about the product?
Sometimes the documentation/help does not answer my questions for our form building needs.
What problems is the product solving and how is that benefiting you?
Program registration collecting data for SalesForce. Benefit: time savings.
Recommendations to others considering the product:
Sign up for a trial and try it.
We use Form Assembly each day in our school and it's an integral part of our operation.
What do you like best about the product?
The ease of operation and the intuitive methods make it very user-friendly
What do you dislike about the product?
after deleting, your data disappears, no junk box - but I have managed to retrieve 'lost' information from the Support Team!
What problems is the product solving and how is that benefiting you?
We use Form Assembly in all aspects of school life, from absence to gauging parents' attendance at events. The benefits is having that information to hand almost instantly.
Easy to Design and Easy to Integrate
What do you like best about the product?
FormAssembly allows you to be creative in your form design and to integrate with Salesforce and other Apps.
What do you dislike about the product?
I wish FormAssembly would automatically create PDF version from the form design. Some of the connectors with SF are not as intuitive as you wish they were.
I would also recommend that the Instructions on how to integrate were numbered so that one can follow step by step.
I would also recommend that the Instructions on how to integrate were numbered so that one can follow step by step.
What problems is the product solving and how is that benefiting you?
I use FormAssembly to integrate with Salesforce. We use it to open SF Cases from our constituents. FormAssembly has helped in the automation and improvement of a work process, reducing paper trail, phone calls, allow for on-time updates and transparency.
Recommendations to others considering the product:
If you intend to use FormAssembly to integrate with SF, learn how to configure the connectors in first place and attention to the lookup configs as well.
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