Name: Work Less Do More with Salesforce and FormAssembly
Start: 2023-09-26T16:00:00Z
End: 2023-09-26T16:00:50.000Z
Location: BrightTALK

FormAssembly is an expert in enterprise data collection and offers thought leadership content that is especially helpful for those in marketing and IT. As a security-conscious organization, FormAssembly provides resources that help organizations drive mission-critical business initiatives and become better stewards of their data. While FormAssembly provides content that  is relevant across several industries, it focuses mainly on higher education, nonprofit, financial services, healthcare, and government. 

Healthcare organizations strive to give their audiences cutting-edge care. But when it comes to their data collection processes, it can feel like they’re stuck in the dark ages of paper forms, clipboards, and photocopies. If you’ve experienced any of those symptoms in your organization, a data collection platform may be right for you.

Join FormAssembly experts Ryan Keene and Seychelle Sketchley as they show how they’ve worked with private practices, global pharmacy brands, and medical device manufacturers to improve their processes with user-friendly forms that accomplish complex tasks.

We’ll also cover:
- Building forms and crafting surveys for better experiences
- Maintaining compliance with patient privacy and HIPPA regulations
- Creating patient records in your CRM

The Prescription for Better Healthcare Data Collection

Building complex forms and data collection processes doesn’t have to be hard. With a bit of planning and the right tools, you can offer your audiences simple, intuitive, and personalized experiences while collecting the data your organization needs.

Join Sam Lim, Salesforce Consultant at Plative, and Pratik Paun, Partner Account Manager as they demonstrate how to build multi-step forms with conditional logic that collects vital information without overwhelming your form respondents.

We’ll also cover:
- How to allow users to save and resume forms 
- How to personalize form experiences
- How to automate and manage multi-step form processes easily

Complex and Versatile Forms - From Concept to Creation

Join us as we walk through how to use our fan-favorite Salesforce features powered by FormAssembly data! 

Join Joelle Swanson (FA + SalesForce Integration SME and Product Trainer) to learn about the benefits of FormAssembly when it comes to everything Salesforce. We’ll cover time-tested tips for best use cases within workflows, and provide hands-on training for the following Salesforce features:
- Salesforce Import Tool
- Salesforce Dynamic Picklist
- Salesforce Prefill, Save and Submit connectors

Maximize the ROI on your FormAssembly Salesforce Integration: Feature Favorites

If your organization runs on data, you probably already have a form builder as a part of your data collection process. But forms are just the beginning. 

A data collection platform empowers you to collect data, connect it to the systems and software your teams use, and protect the information entrusted to you. See what it’s like to move beyond forms and experience what a data collection platform can bring to your business.

In this webinar, you’ll see how to:
-Offer your users dynamic, high-converting form experiences
-Gain a holistic view of your data and make informed decisions
-Protect sensitive data from the moment of collection
-And more

ElevateActual co-founder Peter Bernardi and FormAssembly Account Executive Justin Benton will show you how moving from a form tool to a data collection platform can help your business while conducting a full demo and answering questions live. Don’t miss this event!

Forms are just the beginning – Collect, Connect, and Protect Your Data

Are you struggling to optimize your payment forms? Secure online payments play a key role in keeping customers happy and business processes running smoothly.

In our webinar, we'll walk you through four easy, effective payment forms you can build for your own business. You’ll get a breakdown of what to include in different payment forms for donations, product orders, discount codes, and more.

You'll also learn about:
- The best payment connectors for each type of transaction
- One-time, recurring, and e-commerce payment types
- When to use online payment forms and workflow

Streamlined Payment Forms for Secure Web Transactions - Bill Pay Forms

Streamlined Payment Forms for Secure Web Transactions - Discount Code Forms

Streamlined Payment Forms for Secure Web Transactions - Order Forms

Are you struggling to optimize your payment forms? Secure online payments play a key role in keeping customers happy and business processes running smoothly. 

In our webinar, we'll walk you through four easy, effective payment forms you can build for your own business. You’ll get a breakdown of what to include in different payment forms for donations, product orders, discount codes, and more. 

You'll also learn about:
- The best payment connectors for each type of transaction
- One-time, recurring, and e-commerce payment types
- When to use online payment forms and workflow

Streamlined Payment Forms for Secure Web Transactions - Donation Forms

In this webinar, find out how organizations like Prolocity and Dog Tag are using Salesforce and FormAssembly to provide a better customer experience and support massive growth while saving time, money, and resources.

Work Less Do More with Salesforce and FormAssembly - Prolocity & Dogtag

In this webinar, find out how organizations like Arkus & Engineering Tomorrow are using Salesforce and FormAssembly to provide a better customer experience and support massive growth while saving time, money, and resources.

Work Less Do More with Salesforce and FormAssembly - Arkus/Engineering Tomorrow

In this webinar, find out how Southwest Airlines is using Salesforce and FormAssembly to provide a better customer experience and support massive growth while saving time, money, and resources.

Work Less Do More with Salesforce and FormAssembly - Southwest Airlines

Looking to improve your data collection efficiency? Join this training session to learn how you can easily connect your forms with FormAssembly’s integrations and optimize your data flow. Our knowledge team will guide you through the simple set-up process for our Salesforce, Payment, and Excel connectors.

We’ll also cover:
- An overview of all of FormAssembly’s connectors
- How to easily set-up and configure connectors
- How to include connectors in automated workflows

Integration Overview: How to Connect Your Forms to Improve Data Flow

Big Brothers Big Sisters (BBBS) agencies often have limited budgets to allocate to new tools and software. A lack of resources leaves staff struggling with disconnected paper processes, limited access to records, and budget restrictions. But with a digital data collection platform, BBBS empowers paperless workflows for agencies across the country, helping teams remain agile and impactful in the face of cultural trends, crisis events, and organizational changes. All while saving time and money. 

Join Loren Tomas from BBBS of Metro Atlanta, and learn how over 140 BBBS chapters use FormAssembly to improve communication and efficiency with Salesforce-connected forms to better serve their communities and children nationwide.

How Big Brothers Big Sisters' Workflows Serve Communities More Efficiently

Forms with file attachments may be putting your systems at risk. Now you can automatically scan file uploads for dangerous viruses before you upload them. See a live demo of Secure File Scan - and all the newest form features from FormAssembly - on August 29th.

Host Ryan Davidson will show you how to:
- Automate scanning of form file attachments with Secure File Scan
- Monitor form performance and maximize conversion with Form Analytics
- Automate approval processes with Workflow
- Manage large user groups and their permissions with Advanced User Management
Can’t make it to the live broadcast? Register anyway, and we’ll send you the recording.

Bring Cutting-Edge Security Scans and More to Your Data Collection Processes

Using the presentation and content from our 2022 Nonprofit hub webinar, FormAssembly’s marketing team will produce an updated recording targeting nonprofits as they prepare for the holiday donation season. 

This webinar will focus on common Nonprofit painpoints and offer demonstrations of how FormAssembly’s platform is uniquely suited for donation form building and nonprofit data management.

Data Collection for Nonprofits: Unlocking Opportunities for Impact / Efficiency

The best students know how to work smarter, not harder. If you’re manually exporting data from one system just to upload to another, you’re giving yourself extra homework. 

Join Professor Swanson and the rest of the class as they review how to:
- Connect your forms to other systems
- Use integrations to improve user experiences
- Build scalable, repeatable processes with automation

After class we’ll have a live Q&A and attendees will receive a cheat-sheet on connecting your forms for streamlined data collection.

Connected Forms: Getting Your Data Where it Needs to Go

It used to be a stray printer on a network, but today shadow IT comes in all shapes and sizes - and poses serious security threats. Jeff Keating and Jaineesh Davda of FormAssembly discuss how to manage shadow IT and protect your critical data.

In this video interview with Information Security Media Group, Keating and Davda discuss:
- The new shadow IT - and why it's a top concern;
- How shadow IT often ties back to poor data management;
- How to manage and monitor data access

Managing Shadow IT in Your Organization with ISMG

Salesforce has the power to revolutionize your business, but it’s only as good as your data. We’re on a mission to help organizations like yours work less and do more with their Salesforce data. Find out how organizations like Southwest Airlines, Engineers of Tomorrow, and Dog Tag are using Salesforce and FormAssembly to provide a better customer experience and support massive growth while saving time, money, and resources. Our partners Arkus and Prolicity will join our conversation.

Work Less Do More with Salesforce and FormAssembly

Salesforce

Data Best Practices

Data Confidence

IT Compliance

Data Retention

Data Security

Customer Data

Data Compliance

Data Protection

Customer Experience

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IT Security

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Enterprise Applications

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Data and Analytics

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Information Technology

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Health IT

Healthcare

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Emerging Technologies

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Work Less Do More with Salesforce and FormAssembly

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FormAssembly