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Page Properties
Linkhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ac6EAA
Pricing$39$59/month. Discounted for NFP's (more for Prefill ability)
5 Users / Year$469US$3540
DescriptionExcellent forms tool for creating and updating any records in Salesforce.

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http://www3.formassembly.com/blog/doc/connectors/salesforce/configuration/

Notes

To Prefill data securlysecurely, you need the Form Assembly Enterprise Premier edition at $125/month + $25/month per user$130/month and then you need to set up the security in custom code in Salesforce. 

http://www3.formassembly.com/blog/doc/connectors/salesforce/prefill/

Depending on your data requirements and security requirements, you can email out the form pre-filled, with the regular edition of FA.  regular edition of FA by just passing the data through the URL - but be very careful with this

Issues

Authentication

Uses Token Authentication (on Professional and Premier Editions of FA). This is not good. At least they do suggest to use a separate loginOh cool they now use oAuth. I would still strongly suggest using a separate Integration login though. 

Using

It is a bit of a dog to use - you have to go into a completely different section to edit the form, edit the themes and set up the connector. 

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The trick to working with the Non Profit Starter Pack Nonprofit Success Pack - NPSP is: 

In my form, I need to create a Contact (which will then create the Account) and an Opportunity. To create an Opportunity, I need to get the AccountID that was created automatically. Luckily the Account that is created automatically has a lookup to the contact. Query the account based on the Contact ID that was created first, then pass that through to the Opportunity.

Things I want Form Assembly to Fix

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  • Authentication to be kept when cloning forms. (Ugh, this is soooooo annoying). 
  • If I have already authenticated for a prefill to Salesforce, allow me to keep that Authentication for the save connector. Oh YAY! This works now too! Excellent! 
  • Be able to switch from the form editor straight to the connectors and to the logs and back again - just let me get from one place to the other without having to go to the main page. It's sort of there, but not integrated with the Build screen yet. 
    • Eg, I want to be in the Form, the Connector and the Logs in three different browser tabs at the same time. 
    • Just show me the responses for this form - not every form. I don't care about other forms. 
    • Don't show the response details next to the response - if I have 20 forms and hundreds of responses, the page is just too long to navigate. 
    • From the response I want to go straight to the connector logs to fix up any issues. Just let me jump directly from one thing to the next - everything must be linked. 
    • Even from the Log, I can't get back to edit the connector without going through the menu form again - Open it in a new tab AND let me get back to the connector that made this log. Don't make me hunt for everything.
  • Don't ask me do I want to exit the form every time I save - if I want to exit the form I will exit the form! 
  • Piping text from question answers into different text areas of the form - eg like what SurveyGizmo or other survey tools allow. 
  • Conditional text - but place text in a section with no heading and make the section conditional.
  • Be able to use prefill values in long text areas - eg build a sentence or a paragraph based on prefilled parameters or formulas. 
  • Be able to create a separate chatter post for each record of a repeating section. 
  • Be able to create a chatter post with an @ mention. 
  • The ability to have repeating sections go over pages. 
  • Open up EVERYTHING from the menu page in a new tab. Open up ALL help links in a new tab. 
  • Show section boundaries - they don't need to appear in the displayed form, but they are needed for being able to see where to drag and drop things.
  • Be able to copy a section or a page or a selected set of fields into another form - eg if I have set up the CC fields for Stripe, I don't want to have to re-create them each time. 
  • Be able to see exactly what was sent along in the POST with the HTTP Connect to debug it. 
  • Display images based on URLs passed from Salesforce. 

Nice to have:

  • Better themes - eg make one based on the Lightning Design System, or to look like a standard Gravity Form in WordPress - make things look a bit more modern. 
  • Better structure to the Menu page. The ability to have forms in multiple categories - or use tags. 
  • HELP people with Javascript on their forms - HELP people do really cool stuff with your product. 

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