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FormAssembly

Groundbreaker

Overview

FormAssembly is a leading forms-based data collection platform, trusted by organizations worldwide for its ease of use, enterprise-grade security, and seamless Salesforce integration. FormAssembly simplifies data workflows while ensuring compliance.

www.formassembly.com
location, 527 - FormAssembly (Moscone North,

AppExchange Link

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016ac6EAA

Sponsored Sessions

  • Yes
    Administrator
    Service
    Education
    Nonprofit
    Agentforce Service
    AppExchange
    Productivity
    Beginner
    Theater
    All Sessions
    Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
    This session highlighted a scalable and efficient customer satisfaction (CSat) survey solution implemented at a higher education institution using Salesforce. By embedding an HTML-based one-click survey link in user email signatures, the solution captured CSat scores in real-time and tied them directly to Salesforce cases, enabling instant feedback and actionable insights. The process also included an extended survey form to gather detailed responses, with data seamlessly integrated into Salesforce dashboards for comprehensive reporting and analysis. With over 4,000 surveys collected and an 83% satisfaction score achieved, the solution demonstrated the potential of leveraging Salesforce to enhance customer service in higher education while promoting data-driven decision-making.
    <html><head></head><body><p>• The CSat solution integrated directly with Salesforce and allowed for real-time data collection, making it highly scalable and easy to deploy across departments.</p><p>• With a one-click survey and optional extended feedback form, the solution balanced user convenience with detailed insights, enabling actionable improvements and personalized responses.</p><p>• The institution achieved an impressive 83% satisfaction score, proving the effectiveness of the solution despite hesitations in adopting customer service-focused approaches in higher education.</p></body></html>
    https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987381642001h95j
    Understand the importance of real-time customer feedback in enhancing case resolution efficiency.
    Learn how to leverage digital forms to streamline CSAT gathering for Salesforce cases.
    See how the benefits of a passive CSAT survey in a Salesforce user's signature is appealing to customers.
    <a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987381642001h95j">Report a Concern</a>
    Theater
    Live Session Audio Icon
    This session is first come, first seated. You do not have a reserved seat.
    Visible
    Yes
    Campground
    Moscone North
    1:00 p.m. Wednesday, Oct 15
    Wednesday, Oct 15
    Boost Salesforce case resolution with real-time customer feedback. See how digital forms empower efficient CSAT gathering for Salesforce cases, enhancing visibility and driving continuous improvement.

    , Solution Architect, University of Florida - Enterprise

    , SR. Product Marketing Manager, FormAssembly

    • Wednesday, Oct 151:30 PM - 1:50 PM PDT
  • Yes
    Administrator
    Education
    Agentforce Education
    Data Activation
    Beginner
    Theater
    All Sessions
    Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
    This session, titled 'Data Unleashed: Transforming Higher Ed on a Single Platform,' showcased innovative solutions for streamlining data workflows in higher education using Salesforce products such as Education Cloud and FormAssembly. The presentation highlighted how Education Cloud acts as a comprehensive student information system, providing seamless functionality from recruitment and admissions to alumni and donor management, while addressing challenges like siloed systems and overwritten data. A live demo demonstrated the integration of FormAssembly with Salesforce to collect and organize data efficiently, including the ability to capture UTM parameters without overwriting records, and leveraging the discovery framework to create flexible assessments and forms. Attendees were shown how declarative tools empower users to manage data independently, reducing reliance on administrators and enabling scalable, compliant workflows that enhance operational efficiency across institutions.
    <html><head></head><body><p>• Education Cloud offers a unified platform that supports the full student lifecycle, from recruitment and admissions to alumni engagement, while solving key pain points like unconnected data and manual processes.</p><p>• FormAssembly, integrated with Salesforce, enables efficient and compliant data collection, including the ability to capture UTM parameters without overwriting records, ensuring accurate campaign analytics.</p><p>• The discovery framework in Education Cloud allows permissioned users to create and manage assessments and forms independently, fostering flexibility and reducing administrative overhead while maintaining compliance.</p></body></html>
    https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987415316001hiar
    Understand how Education Cloud underpinned by mission-critical data is a platform for digital transformation.
    Get insights from real-world experiences gained by implementing Education Cloud across the student lifecycle.
    Learn practical strategies for building a business case for Education Cloud's value to data-driven organizations.
    <a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987415316001hiar">Report a Concern</a>
    Theater
    Live Session Audio Icon
    This session is first come, first seated. You do not have a reserved seat.
    Visible
    Yes
    Campground
    Moscone North
    Thursday, Oct 16
    11:00 a.m. Thursday, Oct 16
    Learn how unifying data with Education Cloud and digital forms reduces costs, improves experiences, enables AI, ensures data security, and delivers ROI.

    , Implementation Specialist, FormAssembly

    , Founder and Chair, Education Trailblazers Association

    • Thursday, Oct 1611:00 AM - 11:20 AM PDT

    • Every year, Dreamforce exceeds my expectations in value and actionable takeaways — it’s truly worth every minute.

    Ali Waguespack

    Senior Delivery Manager, Kicksaw