AI-Assisted, Salesforce-Connected Forms

Built for Salesforce Admins Under Pressure

Smaller teams. Bigger expectations. FormAssembly keeps your Salesforce builds moving.

Stop duplicates before they reach Salesforce.

Capture clean, structured, and validated data at submission, so records are accurate from the start. No more cleaning up Web-to-Lead messes.

Build forms in minutes, not sprints.

Create clean, structured forms with AI assistance and native Salesforce field mapping. No Apex, no developer queue, no waiting weeks for a simple intake form.

Update records, not just create them.

Use bidirectional sync to update existing Contacts, Accounts, Opportunities, and custom objects in Salesforce. Move beyond Web-to-Lead and keep your CRM accurate without manual data entry.

Solve the Problems Slowing Your Salesforce Team Down

Practical solutions for day-to-day Salesforce work — built for admins who don't have time to wait.

Prevent Duplicates with Intelligent Forms

Lookup existing records and prefill fields so respondents update their information rather than creating duplicates. Keep your CRM clean at the point of entry — not after the damage is done.

Offer Secure, Trustworthy Forms for Sensitive Data Collection

How your organization handles sensitive data can be the difference between efficient processes and dangerous data breaches. Authenticate form respondents, mask and purge sensitive data to maintain compliance.

Automate Document Generation from Form Submissions

Trigger Salesforce Flows, create contracts, and generate documents the moment a form is submitted. Turn every submission into an automated workflow — no extra tools required.

Collect e-signatures

Simplify document workflows with secure, legally binding e-signatures. With audit trails and industry-compliant encryption, you can accelerate turnaround times and maintain full visibility.

Higher Education

Modernize admissions, student services, and alumni engagement with AI-assisted forms and workflows. Collect data efficiently while maintaining FERPA compliance and supporting cross-campus collaboration.

Healthcare

Streamline patient intake, referrals, and research processes with HIPAA-compliant forms. Capture and route data securely while reducing paperwork and manual bottlenecks.

Financial Services

Accelerate loan applications, onboarding, and audits with audit-ready forms that protect sensitive information, reduce risk, and support regulatory compliance.

Nonprofit

Manage volunteers, donors, and events with branded, compliant forms that centralize data and simplify operations—regardless of team size or tech resources.

Government

Modernize constituent services and program applications with secure, accessible forms. Collect and route data efficiently while meeting strict public-sector security, privacy, and records requirements.

Salesforce Admin

Capture structured data and map it directly to any Salesforce object. Automate record creation, field validation, and workflow triggers, without manual data entry.

Marketing Teams

Use AI-assisted form creation to drive more qualified leads and sync data instantly to HubSpot or Salesforce. Automate segmentation, follow-ups, and campaign workflows for faster results.

IT & Security Leaders

Protect data with role-based access, end-to-end encryption, and full compliance with HIPAA, GDPR, FERPA, and FedRAMP. Maintain governance without sacrificing speed.

HR & Operations Teams

Consolidate intake, streamline routing, and connect forms to tools like SharePoint, Excel, or Google Sheets. All without developer support or delays.

Enterprise-grade security and compliance, built in

Customer & Team Trust

FormAssembly protects your data at every level with enterprise-grade security protocols trusted by thousands of organizations across regulated industries.

Built-In Safeguards

Security is embedded into every workflow—from encryption at rest and in transit to role-based access controls and audit logging.

Compliance You Can Count On

Certified and compliant with PCI DSS Level 1, HIPAA, GDPR, FERPA, and FedRAMP (for government plans), so your data meets the highest regulatory standards.

Global Infrastructure

Hosted on AWS with regional data centers to support global performance, uptime, and compliance with data residency laws like GDPR.

Proven Frameworks

FormAssembly aligns with the NIST Cybersecurity Framework to proactively manage risks and safeguard critical systems and sensitive data.

Trusted by thousands of businesses, universities, and nonprofits worldwide

“FormAssembly’s new Atlas platform has been a powerful upgrade from day one. The AI assistant is already reducing the time it takes to create new forms, while also making it easy to experiment with new workflows.”

Eric V.

Salesforce &
Assessment Lead
The School for Social
Entrepreneurs

“We’re using FormAssembly so that staff can do their jobs more effectively. FormAssembly has provided [a way] to do what we love, which is work with and serve kids.”

Loren T.

Systems Application
and Innovation
Manager
BBBS of Metro Atlanta

"We can create a Google Form, but the processing time will be much greater on the other end. With a solution like FormAssembly, we get integrations. We get matching records. We get user friendliness. We get analytics and reporting.”

Johnisha S.

Director of Enrollment
Management
Harmony Public School

“FormAssembly is so good at gathering large amounts of sensitive data in a user-friendly way. I’d recommend it because of the user experience — for volunteers, customers, or anyone who touches it. If I ever moved to a different organization, I would still be demanding we use FormAssembly. There’s just no good reason not to. It just works.”

Rory F.

Volunteering Lead
Shaw Trust

“Adding the Campus Champions to our contacts doubled our point of contact with universities. This was something that FormAssembly opened up the opportunity for us to do that we weren’t able to do before.”

Kerry Foxx

Director of Member
Engagement
Campus Compact

Frequently asked questions

Will the program work for all beard and hair types?

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Why should I trust this program?

What if it doesn’t work for me?

Is this program suitable for all ages?

Can I join if I’m outside India?

Trusted by over 5,500+ Industry Leaders

Secure, Sophisticated Salesforce Integration

Power Your Agentforce with Better Data

Trusted by thousands of Salesforce teams

Built for Salesforce Admins Under Pressure

Stop duplicates before they reach Salesforce.

Build forms in minutes, not sprints.

Update records, not just create them.

Data You Can Trust

Solve the Problems Slowing Your Salesforce Team Down

Prevent Duplicates with Intelligent Forms

Offer Secure, Trustworthy Forms for Sensitive Data Collection

Automate Document Generation from Form Submissions

Collect e-signatures

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Higher Education

Healthcare

Financial Services

Nonprofit

Government

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Salesforce Admin

Marketing Teams

IT & Security Leaders

HR & Operations Teams

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Enterprise-grade security and compliance, built in

Customer & Team Trust

Built-In Safeguards

Compliance You Can Count On

Global Infrastructure

Proven Frameworks

Trusted by thousands of businesses, universities, and nonprofits worldwide

Eric V.

Loren T.

Johnisha S.

Rory F.

Kerry Foxx

Diana Putri

Frequently asked questions

Explore our FAQs.

Ready to Fix Your Salesforce Data Problem?