FormAssembly Essentials
FormAssemblyReviews from AWS customer
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
393 reviews
from
External reviews are not included in the AWS star rating for the product.
Powerful Application Form for Educationalists
What do you like best about the product?
The deep and secure integration with Salesforce, with conditional logic and the ability to create and update N number of child records for qualifications, experience etc is very powerful - all without code
What do you dislike about the product?
The user interface can at times be a bit clunky, and some of the help information relates to old versions
What problems is the product solving and how is that benefiting you?
- application forms for higher education institutions
- creating complex views of multi-record information in Salesforce communities
- marketing surveys
- creating complex views of multi-record information in Salesforce communities
- marketing surveys
Recommendations to others considering the product:
Remember that if using Salesforce the best way to start is with 'Import from Salesforce' that auto creates your initial fields
Excellent for use with Salesforce!
What do you like best about the product?
I am able to create unique forms that 3rd parties can fill out. Once filled out it will automatically populate in the predesignated fields in Salesforce.
What do you dislike about the product?
The website and instructions are not as user friendly in some respects. Initially you'll probably have to utilize some of the Q&A sections in order to figure out how to use certain features.
What problems is the product solving and how is that benefiting you?
We previously had to email realtors for a BPO. Once the BPO was received we would manually put certain data into a spreadsheet and then upload to Salesforce. Now we have a form that we sent to our realtors so that the data will automatically be loaded into Salesforce.
Recommendations to others considering the product:
Initially I would suggest having tech support involved to setup some of the processes until you get the hand of using it. Creating the form is quite easy but connecting it to various applications can be a bit of a challenge.
Best tool to collect and move data into Salesforce!
What do you like best about the product?
Form Assembly has one of the most robust Salesforce integrations I have seen in a data capturing platform. Hands down my favorite feature! We also really enjoy the logic available on questions along with all of the different question types available.
What do you dislike about the product?
This could totally be on my end (user error:), but I do wish forms could be made more aesthetically pleasing without having to write CSS. This limitation does require to us to use a different form processor on some pages of the website and we'd really prefer to use just one product.
What problems is the product solving and how is that benefiting you?
Although not it's original design, we heavily rely on FA as an event management tool. We're able to quickly create registration forms that are pushing accurate data into multiple Salesforce objects including Contacts, Accounts, and Campaigns, instantly. We also Form Assembly to capture internal documentation, mapping into custom Salesforce objects, that allow us to streamline business processes.
Recommendations to others considering the product:
I wish I could have rated "Quality of Support" higher! Form Assembly's documentation and customer support are some of the best I have experienced in this space.
Simplest way of collecting data and passing it to various systems.
What do you like best about the product?
Simple form builder UI, flexible with custom CSS and integrates with many of our favorite tools such as Salesforce, Paypal, Webmerge, and more. Ability to build out surveys, lead capture forms, enrollment applications and more securely with minimal effort. Also for healthcare, education and nonprofit organizations, having HIPAA compliance and eSign capabilities can be a massive time saver. Very secure and safe to use. The Salesforce prefill connector is a huge asset to how we FormAssembly. We can create forms in places like Community Cloud and flows and prepopulate data from Salesforce records (such as contacts, leads and users) and have that readily available for our users to fill. Also a huge plus is the lookup and update logic that helps with preventing duplicate records from being created in our instance and makes life easy for our org.
What do you dislike about the product?
Definitely room for improvement with the connector templates, sometimes complex templates require a lot of thought and effort to build out and pagination could be slow, but FormAssembly is working on improving this process, safe harbor.
What problems is the product solving and how is that benefiting you?
FormAssembly has been a massive game changer for Salesforce Administrators with the ability to build out surveys, web-to-lead forms, payment collection, and other data capture with minimal effort and coding skills required. As an admin, this comes in handy when building many of our organization's essential business processes and not only simplifying these processes but helping our organization realize its true potential.
Recommendations to others considering the product:
I definitely recommend the Premium or Enterprise plans which feature more of the Salesforce integration, such as prefilled forms (which can be used in Communities, email templates and so much more).
Most powerful form builder for Salesforce Integration
What do you like best about the product?
Repeatable sections, calculated fields, conditional integrations, custom CSS, custom JS. I could go on. FormAssembly is fantastic.
What do you dislike about the product?
I wish there was a more developer friendly way of styling REST embedded forms. Currently requires a lot of !important designations to overwrite form theme styling.
What problems is the product solving and how is that benefiting you?
Online donations, applications, registration, survey, constituent updates. The flexibility allows quick deployment.
incredably easy to use with our Salesforce orgs
What do you like best about the product?
FA just makes work so much easier to complete. I love:
* How easy it is to add form questions.
* The Prefill connectors are simple and straightforward
* branding/themes
8 the connector is so powerful and easy to use. I love that cross-function object connections make it so easy to upset records to multiple objects in Salesforce
* How easy it is to add form questions.
* The Prefill connectors are simple and straightforward
* branding/themes
8 the connector is so powerful and easy to use. I love that cross-function object connections make it so easy to upset records to multiple objects in Salesforce
What do you dislike about the product?
OMG why the hell are there no folder options? All the forms are just dumped into one big section. I have almost 100 forms and tags just don't do it for me the way organizing in folders would. Please for the love of God add folder options
What problems is the product solving and how is that benefiting you?
entering our leads from school and fair visits and being able to sync those leads to campaigns
IT Project Manager
What do you like best about the product?
The access to all objects in salesforce. I can easily create a form bringing in related object info. (such as lead and it's related objects)
What do you dislike about the product?
The inability to populate question choices based on Salesforce Values. (I can only have the "matching" choices be selected, but I can't leave them as choice A, choice B, and have salesforce change those values)
What problems is the product solving and how is that benefiting you?
Web to lead
Ordering products from beginning to end from Formassembly, and recording in Salesforce
Ordering products from beginning to end from Formassembly, and recording in Salesforce
Comprehensive Form Creation
What do you like best about the product?
The continued release of new features has allowed me to create forms that meet the needs of multiple stakeholders.
What do you dislike about the product?
Still some bumps with what options appear with Autosuggest and connectors for Salesforce is not as user friendly.
What problems is the product solving and how is that benefiting you?
We are now able to pull students' existing college applications into a pre-filled form for them to update without having to re-enter college names each time.
Pay once, benefit time after time
What do you like best about the product?
I love the quality of the Salesforce integration, error handling, the online support documentation available and also the humans prepared to answer questions! The best thing is that when you create a business case to get FormAssembly set up the first time, you've paid your costs, and every form thereafter doesn't cost you a penny more.
What do you dislike about the product?
The interface for building links between Salesforce and the forms can be a bit confusing, but only because the product has grown organically over the years and now is a bit clunky.
What problems is the product solving and how is that benefiting you?
Events: tick. Surveys: tick; assessments: tick; Students to appropriate classes: tick. Even matching people wanting bikes, to bikes of the right size and then issuing them with an appointment (with a bit of help from Salesforce's Flow)
Recommendations to others considering the product:
Set up a trial and just go for it!
FormAssembly is great and expansive
What do you like best about the product?
FormAssembly is great and expansive and connects seamlessly with Salesforce.
What do you dislike about the product?
You can't do autocomplete when you hook in to Salesforce and want to do a look up.
What problems is the product solving and how is that benefiting you?
Sign ups. We also look to have form assembly allow our customers to update certain information we would like them to be able to control.
Recommendations to others considering the product:
FormAssembly is great and expansive and connects seamlessly with Salesforce.
showing 321 - 330