Bootcamp Plus: Form Assembly with Salesfoce
Find out why Form Assembly is one of the most effective and useful Salesforce-integrated apps for building forms and surveys for web and email. Form Assembly does more than just dump data into Salesforce, it recognizes when a Contact or Account already exists, avoiding duplication. Furthermore, while other tools may be able to create Leads or Accounts, Form Assembly allows the user to direct information into several objects from a single form, including Contacts, Campaigns, Cases, and even Custom Objects.
Leave with the confidence and knowledge to:
- Open a Form Assembly account
- Integrate Form Assembly with your Salesforce instance
- Create both single and multiple page forms
- Create a simple one-object form and multiple object forms
- Avoid data duplication
- Customize the response page
- Use if-then logic to direct content to different users
- Use Form Assembly’s prefill connector to allow users to update their own data within Salesforce
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.
This training is offered in conjunction with Bootcamp Plus: Advanced Reporting. Sign up for a single session, or both for a heightened Salesforce learning experience.
About Bootcamp Plus:
Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.
All of our bootcamps are taught by our Director of Training, Paul Baxter.
A Few Details:
Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).
Note: Chromebooks and tablets are not recommended.
We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: http://501partners.com/contact-us/directions/