FormAssembly: Secure AI-Assisted Forms and Workflows
Collect, Connect & Protect Your Data
Overview
FormAssembly is a secure data collection platform for organizations that need to manage sophisticated, mission-critical workflows that deliver information reliably into systems of record like Salesforce.
See How FormAssembly: Secure AI-Assisted Forms and Workflows Works
AGENTIC AI-ASSISTANT Paired with Fai, our AI assistant, users can create secure, branded workflows in minutes and ensure their CRM data is accurate, consistent, and fully actionable.
END-TO-END AUTOMATION Automated workflows handle approvals, notifications, routing, and integrations behind the scenes, removing error-prone manual steps, speeding processes, and reducing risk.
ADVANCED INTEGRATIONS Build Salesforce-connected forms, create or update records, work with standard or custom objects, and prefill forms. Integrate data with Google, Pardot, Microsoft, PayPal and other business-essential applications.
ENTERPRISE-GRADE SECURITY Protect your customer's data with industry-leading security and compliance: GLBA, GDPR, CCPA, HIPAA, ISO 27001, PCI DSS, SOC 2, TX-RAMP and FedRAMP-Authorized at the High Impact level.
FormAssembly was built for Salesforce users. - We provide the infrastructure to capture clean, structured data from the start – a critical foundation for AI-powered tools like Agentforce. - Our new Salesforce Workflow Connector makes it faster and easier to map fields, automate actions, and apply advanced logic so your data flows cleanly and securely into Salesforce. - Paired with Fai, our AI assistant, users can create secure, branded workflows in minutes and ensure their CRM data is accurate, consistent, and fully actionable. FREE TRIAL Start a free trial of FormAssembly Atlas when you visit: Atlas.FormAssembly.com
Categories
- Business Needs
- IT & AdministrationSurveysEvent Management
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Personas
- AdministratorArchitectBusiness Operations Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudMarketing Cloud Engagement
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese