FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Fantastic tool for extending the salesforce webform functionality
What do you like best about the product?
record lookup and update/create multiple records functionality by decision tree, pre-fill functionality, formula functionality, the ability to use formulae in the redirect url to drive users of multi-stage forms (multiple forms stacked with prefill data moving between one to the next) to take users in different directions depending on their answers to certain questions
What do you dislike about the product?
inability to set required status on conditional fields based on if they are presented or hidden
What problems is the product solving and how is that benefiting you?
interaction with prospects and customers with field mapping directly into salesforce records across multiple objects
Recommendations to others considering the product:
the best tool I've found for extending webform/salesforce functionality beyond the standard W2L & W2C provided by SFDC
Simplicity at its best!
What do you like best about the product?
Love how quickly I got my 1st form to my customers. Faster solutions means I get data back faster and in turn my company is willing to invest in the product for longer terms.
The integration into Salesforce is the real value for me. Having the ability to pre-populate data puts this product above the rest!
The integration into Salesforce is the real value for me. Having the ability to pre-populate data puts this product above the rest!
What do you dislike about the product?
Won't lie - it took a couple of attempts to get my link working with id's in Salesforce and the documentation seemed a little out of date. Or perhaps I couldn't find the correct article in the help portal.
What problems is the product solving and how is that benefiting you?
Creating cost effective surveys for my customers in Salesforce was a big highlight. Having the ability to integrate these with workflows.
Pretty soon we will be using the solution to assist our customers with onboarding and their submission of documents. This will present a better experience for customer and will get a faster turnaround time with contract submissions as admin will have the files automatically allocated to an Account.
Pretty soon we will be using the solution to assist our customers with onboarding and their submission of documents. This will present a better experience for customer and will get a faster turnaround time with contract submissions as admin will have the files automatically allocated to an Account.
Recommendations to others considering the product:
I fully have recommended this to others in the past when working on other projects and will continue to do so in the future.
The cost saver is a huge benefit of this product - especially in South Africa where a lot of Salesforce integrations are frightfully expensive. The fact that this product simply works like a dream adds to a well rounded experience.
The cost saver is a huge benefit of this product - especially in South Africa where a lot of Salesforce integrations are frightfully expensive. The fact that this product simply works like a dream adds to a well rounded experience.
Flexible, thoughtful, scalable integration of outside data to Salesforce
What do you like best about the product?
Forms are flexible, thorough, (and fun). I like that you can iterate through a project and test various parts of it including prefill and updating data to salesforce. Support is friendly and helpful.
What do you dislike about the product?
Some complex reach-goals couldn't be easily met with the product out of the box - such as requiring the first of a potentially repeating field set.
What problems is the product solving and how is that benefiting you?
Scaling our operation; empowering our customers to enter their data their way, ending up with clean, first-hand information reported with as few mistakes as possible.
Recommendations to others considering the product:
Develop a clear use case that affects your bottom line or eliminates some inefficiencies right out of the gate - a quick win to demonstrate value.
Clunky at first but worth it
What do you like best about the product?
ability to mediate duplicates in Salesforce with validation and integration
What do you dislike about the product?
CSS styling by FormAssembly is difficult to overwrite, styling in general is not straight forward
What problems is the product solving and how is that benefiting you?
Web2Lead data collection with the ability to check for existing records, offilne forms for events, pre-fill for quick validation by end user
Fantastic form builder with tons of features
What do you like best about the product?
I can use FormAssemby for all my form needs. Drom a simple few questions to multiple forms connected together, it's got it all! I don't need any other form building products with FormAssembly. We have cancelled all our other subscriptions.
What do you dislike about the product?
I can't do multiple parent child combinations without running into issues. I can't go back and edit the connected fields. Only one connection shows up in the menu.
What problems is the product solving and how is that benefiting you?
I am collecting data for Salesforce CRM and for users around the university. I keep finding new ways to use Formassembly.
Recommendations to others considering the product:
It can do everything you would need so you will love it
Student Surveys
What do you like best about the product?
The SalesForce integration allows us to cut down on data entry
What do you dislike about the product?
It isn't very intuitive or visually appealing.
What problems is the product solving and how is that benefiting you?
Less data entry
Awesome product, even better service
What do you like best about the product?
Awesome product, even better service. I’m very impressed with everything so far.
What do you dislike about the product?
I wish the new theme too was available.
What problems is the product solving and how is that benefiting you?
Easily Create forms for our use cases.
Works great for some things, not so well for others
What do you like best about the product?
I like the clarity of the forms that can be built. I like the ability to format the forms to look like our web site. I appreciate that we can use FormAssembly forms for a variety of functions, such as applications, and receiving paymentl
What do you dislike about the product?
The interface with Authorize.net is a bit clunky. We cannot get FormAssembly to give error messages that make sense to the customer when there is a problem with payments - it's something about the interface with Authorize.net
What problems is the product solving and how is that benefiting you?
Training applications, payments, donation processing.
Everything I need for reasonable costs!
What do you like best about the product?
Salesforce integration is worth any survey features this tool lacks -- which are few!
What do you dislike about the product?
Some smaller integrations like built in dynamic text within questions versus needing code-based work arounds.
What problems is the product solving and how is that benefiting you?
Synchronizing our systems with customer responses
Easy to build forms
What do you like best about the product?
There are multiple connectors to the forms like Salesforce and payment processors that make the forms adaptable for many different uses. The design is editable and there are a lot of different question types that can be selected.
What do you dislike about the product?
There are still some of the connectors that need a little work and customization. FormAssembly now uses a more general support line but I really liked when they had the chat feature for a much faster response. There could be a little more support for formulas in their documentation. We have needed to create custom formulas multiple times and I would love to be able to create them myself more easily.
What problems is the product solving and how is that benefiting you?
We use FormAssembly for our general donation processor along with iATS and Salesforce. It is also used for custom event registration pages and gift card submissions. It has solved many business needs in one platform by connecting our main solutions and allowing me to build triggers to automate other business processes.
Recommendations to others considering the product:
Overall, FormAssembly is a great product and provided solutions for many business processes. I think they still need to build out the iATS connector to allow us to customize the data sent from FormAssembly to iATS and then to Salesforce. There have been some duplicates because both iATS and FormAssembly connect to Salesforce and you can't delay the data being sent or send over anything other than payment details. No developer needed to use FormAssembly though make sure you test thoroughly to avoid hiccups in the connectors and for any formulas.
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