Webinar Recap: Building Salesforce Forms with Form Assembly
We have recently become big fans of a new Salesforce data collection tool called Form Assembly, which lets you easily create online web forms that can be embedded on your website and that allow users to submit data–in the form of funds, deals, metrics, documents, or any other data–directly into Salesforce.
In this webinar, we talked a bit about the pros and cons of web forms, some best practices to consider when using web forms with AIM, and some specific examples of what web forms clients have requested. And finally we walked through creating a web form so you can see for yourself how easy it is.
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