FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Great UI, Customization, and Exceptional Customer Service
What do you like best about the product?
I’m impressed with the simplicity of the UI. I can also use HTML codes in the forms to make them more customizable than they already are. I must also mention that the employees are incredibly friendly and welcoming. I’ve had the opportunity to meet a few people beyond our Account Representative (Beth Miller), and they’ve all been exceptionally pleasant and approachable. I want to give a special shoutout to Beth Miller for her exceptional job performance.
What do you dislike about the product?
I always say it’s not realistic if you can’t mention a downside or two—if everything is perfect, it feels like you’re not being honest. But with FormAssembly, I really have to push myself to find something I dislike. If I had to point out one thing, it could be that the interface, while functional, feels a bit dated compared to some modern form builders. Also, while the platform is highly customizable, certain advanced configurations require more technical knowledge, which might be a challenge for users without a technical background. That said, these are minor issues in an otherwise excellent product.
What problems is the product solving and how is that benefiting you?
We have some users and clients who don’t have access to Salesforce. However, they still need to input data (such as cases or other types of records) for use. We are building forms with FormAssembly so that we can use it.
The best form builder for Salesforce
What do you like best about the product?
What I like best about FormAssembly is its comprehensive connectors that make integrating with standard or custom objects seamless. The platform's ability to work effectively with Salesforce integration user accounts is a huge plus, as it helps save costs by avoiding the need for standard licenses. Additionally, the customer support is excellent, and there is a rich, knowledgeable community that offers valuable resources and guidance.
I also like the fact that you can embed salesforce community forms with ease.
Indepth error logs
We currently depend on the platform daily operations and lead generation.
Easy to implement as long as one has admin permissions on both platforms.
This combination of powerful integration capabilities, cost-saving features, and strong support makes FormAssembly an outstanding choice for data collection and form management.
I also like the fact that you can embed salesforce community forms with ease.
Indepth error logs
We currently depend on the platform daily operations and lead generation.
Easy to implement as long as one has admin permissions on both platforms.
This combination of powerful integration capabilities, cost-saving features, and strong support makes FormAssembly an outstanding choice for data collection and form management.
What do you dislike about the product?
More error handling options would make the platform even better such as error notification emails.
What problems is the product solving and how is that benefiting you?
FormAssembly is solving the challenge of seamless data collection and integration with Salesforce. By allowing forms to connect directly to both standard and custom objects, it streamlines the process of capturing and managing data without the need for manual entry. This not only saves time but also reduces the risk of data errors. The platform's ability to utilize Salesforce integration user accounts helps significantly in saving costs, as it avoids the need for additional standard licenses. Furthermore, the rich support community and responsive customer service ensure that any issues are quickly resolved, enhancing productivity and efficiency.
- lead generation with limited duplicates
- application reviews
- multi step business processes
- duplicate handling
- lead generation with limited duplicates
- application reviews
- multi step business processes
- duplicate handling
Good use of forms inside salesforce
What do you like best about the product?
Overall formassembly is a great product to be able produce and maintain forms for salesforce environments. You can customize the look and feel of the forms to your organizations needs.
What do you dislike about the product?
That the connectors from Salesforce where easier to maintain and update. That there was a better way to make the connectors more secure
What problems is the product solving and how is that benefiting you?
It's solving the need of customer facing forms that are needed to be filled out for my clients organization.
FormAssembly continually improves our user experience with our systems
What do you like best about the product?
The Salesforce connectors are excellent - having the picklist lookup connectors to Salesforce to automatically bring in active Salesforce values without us having to update multiple forms is such a timesaver, and gives us much more accurate data. We've also had excellent experience with payment connectors, and are looking forward to the improved Google Sheet connector coming soon. Workflow has improved vastly over the past year, and is making us jump to revamp old forms to better utilize its power. Using javascript to extend the capabilities is also excellent, as is the SAML prefill connector for SSO attributes. Overall it is intuitive and powerful, two things that don't often go together in software!
What do you dislike about the product?
It is expensive, but you definitely get what you pay for!
What problems is the product solving and how is that benefiting you?
From general forms to complex workflows with approvals from multiple parties (linear or asynchronous), from payment forms to event registration to contracts to secure views of Salesforce data for non-licensed users to application portals, this is our go-to.
Great flexibility and ability to adapt to various form requirements
What do you like best about the product?
The Salesforce connector is the most comprehensive and easy to use.
What do you dislike about the product?
I wish the styling of fields and templates was a bit more advanced within the platform itself. More Point and click for styling as opposed to code, that tends to be problematic when using REST API.
What problems is the product solving and how is that benefiting you?
Prefilled forms for information submission to pur product in Salesforce.
Access to Salesforce for non-Salesforce users.
What do you like best about the product?
It provides the ability for non-Salesforce users to access Salesforce data.
What do you dislike about the product?
Maintenance of forms is a bit challenging. It's a bit of a hassle to reconfigure to use a Salesforce sandbox.
What problems is the product solving and how is that benefiting you?
We leverage FormAssembly to allow volunteers to sign up for shifts. It looks up the volunteer in Salesforce (creates a new account if necessary) and attachs a vounteer record to that volunteer. Over time, we have expanded it's use to allow for volunteer groups to sign up, along with special types of vounteer events. We also leverage the conditional logic parts to branch as necessary. For example, when a volunteer is a minor, we check if they have parental permission on file, and request the parent contact information if not.
FormAssembly: an easy to use, intuitive tool backed by a great staff
What do you like best about the product?
I love how easy FormAssembly is to use. You can quickly produce very sophisticated forms to cover a multitude of business needs. If you cannot figure out how to do something, FormAssembly offers an elaborate documentation library. The team at FormAssembly from sales to support has been extremely helpful and knowledgable in our experience.
What do you dislike about the product?
The calcualted fields in forms are very useful, but are tough if you, like me, do not have expereience in JavaScript. When you are able to figure it out, its great and very powerful. But getting there can be difficult.
What problems is the product solving and how is that benefiting you?
Allows us to effeciently build forms that can be client or internal facing and read into Salesforce. This allow us to collect data that would otherwise need to be manually input into our org.
Form Assembly is super user friendly and low/no code development! Fix the Bugs and it gets an A+!
What do you like best about the product?
Form Assembly for the price is a really robust solution. Their data security is top notch, surveys and workflows are extremely powerful, and end user configuration is really quite easy to get the hang of to build and maintain with ease. With an implementation manager we were able to build out a fairly complex and robust workflow solution within Form Assembly successfully with limited support and empowering us, the customer, to own that product build out.
The tool continues to be enhanced with additional features. Requests have been submitted fro additional enahncements and their DEV team seems open to ideas, but slow to actual produce and develop. Their customer service team definitely provides exceptional support- most tickets are responded to same day within hours of their submission.
We do not have an integration with Form Assembly (were attempting to connect via an API into the workflow solution- but Form Assembly only has an API stood up for surveys, not workflow) so I cannot provide feedback from here.
This software is used daily by our company and has continued to provide efficiencies and benefits across all the users that leverage it. Way to go Form Assembly for providing a robust simple solution for our teams to leverage!
The tool continues to be enhanced with additional features. Requests have been submitted fro additional enahncements and their DEV team seems open to ideas, but slow to actual produce and develop. Their customer service team definitely provides exceptional support- most tickets are responded to same day within hours of their submission.
We do not have an integration with Form Assembly (were attempting to connect via an API into the workflow solution- but Form Assembly only has an API stood up for surveys, not workflow) so I cannot provide feedback from here.
This software is used daily by our company and has continued to provide efficiencies and benefits across all the users that leverage it. Way to go Form Assembly for providing a robust simple solution for our teams to leverage!
What do you dislike about the product?
We have asked for several development enhancements that we feel could be beneficial beyond just our use cases. Unfortunately none of our ehnahcement requests have been taken to the point of DEV enhancement or release.
We leverage workflows heavily within Form Assembly and although very dynamic and robust- periodically one crashes (less than 1% of the time) but when a workflow crashes for no apparent reason- there is no reason/trigger or notification... so it either has to be processed manually outside the system workflow or deleted out and restarted. Wish the glitch rate was 0% instead 0.5%.
Beyond these couple deficiencies Form Assembly is really quite good. Bang for your buck they do provide a very solid software solution.
We leverage workflows heavily within Form Assembly and although very dynamic and robust- periodically one crashes (less than 1% of the time) but when a workflow crashes for no apparent reason- there is no reason/trigger or notification... so it either has to be processed manually outside the system workflow or deleted out and restarted. Wish the glitch rate was 0% instead 0.5%.
Beyond these couple deficiencies Form Assembly is really quite good. Bang for your buck they do provide a very solid software solution.
What problems is the product solving and how is that benefiting you?
What used to be a labor intensive manual survey and workflow solution, Form Assembly provides a digital software solution to perform this in an automated digital manner.
Great tool for intaking data into Salesforce
What do you like best about the product?
Ease of use for our developers to stand up projects quickly, the tool allows us to build forms quickly without starting from scratch. Customer service with support has been good as well when the team has questions.
What do you dislike about the product?
Nothing to dislike about it, it's a great tool,
What problems is the product solving and how is that benefiting you?
It's helps us to stand up projects faster and easier than if we were to build forms from scratch each time, it simplifies the integration work and the UI development specifically.
Smooth form creation process and salesforce integration
What do you like best about the product?
Salesforce Integration, friendly form creation process.
What do you dislike about the product?
Not so simple to personalize form thank you page.
What problems is the product solving and how is that benefiting you?
Low code form creation
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