FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Form Assembly has great SF integration but challenging to use
What do you like best about the product?
I like that Form Assembly has a plug-in to auto-populate Salesforce. There are very few technologies that do this (at least as of when we researched last year) so this is a big plus!
What do you dislike about the product?
The tool itself has limited capabilities - e.g. we can't do more complex matrix-like survey questions. Also the Salesforce integration is challenging in that if we make seemingly simple changes to the survey (e.g. moving the order of questions), it becomes very difficult to transfer the Salesforce-population formulas and creates a lot of work.
What problems is the product solving and how is that benefiting you?
We just implemented a survey that can now populate our Salesforce database, which is very helpful for integrating our different data collection systems. We can now put our survey data in conversation with other data in order to make smarter business decisions, which we could not do before.
Keep finding use cases to use Form Assembly
What do you like best about the product?
I'm a Business Analyst and came across form assembly to address a use case of updating Salesforce records. The customer support was helpful in using the software and I found that the application has a great user experience.
What do you dislike about the product?
I don't have many dislikes, I think the reporting capabilities could be enhanced.
What problems is the product solving and how is that benefiting you?
The connector with Salesforce was impactful for the business cases I was trying to solve. The benefits are a huge time savings from manual input. We have used this to gather public responses as well. Using form assembly has alleviate the need for an employee to manually handle this. I need to create the ability for users to enter as a lead in Salesforce and found that the system allows for complexity that you would want out of an application.
User-friendly, cloud-based form solution
What do you like best about the product?
At my organization we use FormAssembly to capture feedback from customers. Out field team provides customers with the link to the FormAssembly form or simply pulls up the form vis ipad to complete in real-time. I like that the Form may be accessed from anywhere with a reasonable wifi connection, and that it looks great on iphone and ipad as well as a desktop.
What do you dislike about the product?
Sometimes when making changes to my form I find it difficult to tell whether my changes have been made/ saved. I have been both in the position of not saving changes I meant to save, and in the position of accidentally saving a second copy of a form that already saved automatically. Then I need to compare both forms side by side and determine which I want to keep - this feels like a waste of time.
What problems is the product solving and how is that benefiting you?
As I mentioned above, we need to capture information from a geographically diverse client base. Additionally, because we use Salesforce as our CRM (customer relationship manager) we needed to be able to link our clients' Salesforce profiles with their survey responses. Form assembly allows us to do this. So far, the integration has been seamless.
Recommendations to others considering the product:
I am not sure which other softwares exist out there to fill the same needs as FormAssembly, however based on my experience as a user of FormAssembly I would recommend it to others, particularly for those who are looking to integrate with Salesforce.
Great!
What do you like best about the product?
FormAssembly is great and easy to use. Their easiness to create webforms that connect to Salesforce makes creating web forms manageable by Salesforce Admins. Their support is one of the best on the Salesforce platform!
What do you dislike about the product?
I do not dislike anything. Using FormAssembly is easy and working with their support is great.
What problems is the product solving and how is that benefiting you?
Creating forms on websites to allow users to attach documents, then push to Leads in Salesforce
FormAssembly Gets the Job Done
What do you like best about the product?
It works perfectly in sync with Salesforce.
What do you dislike about the product?
There could be more options in terms of designing the surveys.
What problems is the product solving and how is that benefiting you?
It is a great tool because it's easy to use and you don't have to switch back and forth between Saleforce and another application - the integration between Salesforce and FormAssembly makes it simple to use.
Recommendations to others considering the product:
If you already use Salesforce, it is a no-brainer to use FormAssembly, but even if you don't use Salesforce, I highly recommend giving FormAssembly a try!
Good Product
What do you like best about the product?
Form Assembly is easy to use and you can create many different types of forms.
What do you dislike about the product?
Connecting it to Salesforce can be a bit involved.
What problems is the product solving and how is that benefiting you?
Registration forms for our programs.
FormAssembly Integration with Salesforce
What do you like best about the product?
Ease of connecting forms in FormAssembly to Salesforce with the use of connectors
What do you dislike about the product?
None that I can really think of at the moment
What problems is the product solving and how is that benefiting you?
Program registration and payment processing
Recommendations to others considering the product:
If you are looking for an easy way to collect data such as program registration, surveys from a website directly into Salesforce you should consider forms assembly
Form Assembly Application with Salesforce
What do you like best about the product?
the integration with salesforce and the ease of the program. Forms are easy to create. Love that you can create from a Salesforce Object or from scratch. You can also have it prefill.
What do you dislike about the product?
The change is customer service - it was easier to chat live with someone now its hard to get via chat and always have to send email and wait and then the emails get lost and information gets lost in translation. Also the extra cost if you want to have upgraded support is not the greatest for non profits.
What problems is the product solving and how is that benefiting you?
People completing registrations and updating their information in Salesforce.
Recommendations to others considering the product:
More staff to chat live as it seems its very difficult to get someone.
Great Program for the Price
What do you like best about the product?
Salesforce integration is relatively easy and pretty extensive-- Our organization uses this feature a lot. We are also happy with the pricing, considering how many features the program has, and availability of a nonprofit discount.
What do you dislike about the product?
I wish they would beef up the analytics features-- Would love to see more detailed data analysis within each form. It would be helpful if the analytics could also be exported more easily.
What problems is the product solving and how is that benefiting you?
The automation with Salesforce, Google Drive, and PayPal has been incredibly valuable in saving time and ensuring accurate data entry into our systems. The forms are also very user-friendly and can be used for a lot of different purposes, from evaluations to program applications.
Recommendations to others considering the product:
help.formassembly.com is an incredibly helpful resource for those considering purchasing Form Assembly, as well as for those who are learning how to use it.
Form Assembly is Great!!!!
What do you like best about the product?
Easy to use, seamless integration, saves lots of developer work. Very little issues.
What do you dislike about the product?
Would be nice to be able to read information directly from SF for pick-list values and be able to write IF statements on text boxes.
What problems is the product solving and how is that benefiting you?
All of our students are required to accept an Offer of Admission. The integration w/ SF is seamless and all fields we need are automatically updated. Saves time of importing lists or manual data entry.
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