Name: Work Less Do More with Salesforce and FormAssembly - Southwest Airlines
Start: 2023-11-07T16:00:00Z
End: 2023-11-07T16:00:07.000Z
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

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

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

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

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

Data Security

Data Compliance

Data Best Practices

Data Governance

Data Confidence

Customer Data

Customer Experience

IT Compliance

Marketing Automation

Demand generation is the process through which a business integrates marketing and sales to move potential buyers down the sales funnel from interest to payment. The BrightTALK demand generation community is made up of thousands of professionals sharing and learning best practices for engagement marketing, demand generation and lead scoring and nurturing through interactive webinars and videos. Register and join the conversation to attend live webinars and have your questions answered by demand generation professionals and thought leaders.

Demand Generation

The marketing operations and automation community on BrightTALK is composed of thousands of marketing automation professionals. Learn and share best practices for marketing campaign analysis, outbound marketing and lead creation with hundreds of on-demand webinars and videos. Increase your engagement and fine tune your funnel management strategy by asking questions during live, interactive webinars with marketing automation peers and industry leaders.

Marketing Operations and Automation

The digital content marketing community on BrightTALK is made up of thousands of marketers using rich media and thought leadership content to drive engagement. Join to learn best practices for digital content creation and distribution and explore how content engagement can help you connect with your existing and prospective customers and drive revenue.

Content Marketing

Get powerful marketing insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which marketing strategies and techniques are driving customer and revenue growth.

Marketing

The marketing community on BrightTALK is made up of thousands of engaged marketing professionals. Find relevant webinars and videos on marketing strategy, branding and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

The IT security community on BrightTALK is composed of more than 200,000 IT security professionals trading relevant information on software assurance, network security and mobile security. Join the conversation by watching on-demand and live information security webinars and asking questions of experts and industry leaders.

IT Security

Increasing expectations for good governance, effective risk management and complex demands for corporate compliance are presenting a growing challenge for organizations of all sizes. Join industry thought leaders as they provide you with practical advice on how to implement successful risk and compliance management strategies across your organization. Browse risk management resources in the form of interactive webinars and videos and ask questions of expert GRC professionals.

IT Governance, Risk and Compliance

Enterprise applications have become a crucial piece of infrastructure for many businesses. The enterprise applications community on BrightTALK features the latest insights in enterprise application integration, enterprise application architecture and EAS software. Join the community to gain access to thousands of videos and webinars presented by recognized enterprise information systems experts and arm yourself with the knowledge you need to succeed.

Enterprise Applications

The IT project management community on BrightTALK includes thousands of IT project and portfolio management professionals. Find relevant webinars and videos on agile methodologies, scrum strategy, project management processes and more. Attend live webinars or view on demand content presented by recognized thought leaders in the IT project management industry.

IT Project Management

Welcome to the big data and data management community on BrightTALK. Join thousands of data quality engineers, data scientists, database administrators and other professionals to find more information about the hottest topics affecting your data. Subscribe now to learn about efficiently storing, optimizing a complex infrastructure, developing governing policies, ensuring data quality and analyzing data to make better informed decisions. Join the conversation by watching live and on-demand webinars and take the opportunity to interact with top experts and thought leaders in the field.

Big Data and Data Management

Get powerful marketing data and analytics insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on the analytics that quantify your investments.

Data and Analytics

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Information Technology

The sales management community on BrightTALK is made up of thousands of sales management professionals. Learn about sales training ideas and techniques while improving pipeline development strategies. Join the conversation by participating in live sales development and management webinars and round tables.

Sales Strategy

Get powerful insights on how to best serve today's customers. If you want to create a successful customer experience today, you will have to appeal to the need for “alone together” time. Millennials, Gen X, Boomers or Silent Generation all look for shared but individual experiences.

Get powerful sales management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on the sales strategies that are generating record-breaking booking, revenue and retention numbers.

Sales

The sales community on BrightTALK brings together thousands of engaged sales professionals. Learn about careers in IT sales and marketing, sales techniques and selling strategies. Join the discussion by participating in on-demand and live sales webinars and summits with leaders in the sales industry.

Get powerful learning and development insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge in the field.

Learning and Development

Human resources is intrinsically linked to business success and requires a thoughtful balance of a variety of complex issues. The human resources community on BrightTALK is made up of thousands of professionals in human resources exchanging human resources best practices and advice. Watch hundreds of on-demand webinars for immediate information or participate in upcoming live webinars and have your questions answered by respected HR thought leaders.

Human Resources

Thousands of healthcare IT professionals compose the health IT community on BrightTALK. Learn alongside them with relevant webinars on healthcare IT compliance, big data in healthcare and IT solutions for healthcare organizations. Join the conversation by asking questions and engaging with other participants during live webinars and organized discussions.

Health IT

Healthcare

Get powerful emerging technology insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on technologies like 3D printing, pervasive robotics, natural interfaces, connected everything and cognitive systems.

Emerging Technologies

The research and development community on BrightTALK brings together leading professionals in healthcare, technology and manufacturing to present on current topics in their fields. From big data in healthcare to online forensics training and medical research practices, the community is an exceptional resource for those looking to expand their knowledge. Be part of the conversation by joining the community and participating in interactive live webinars.

Research and Development

Get powerful finance insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

Finance

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Get powerful operations insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which systems and processes are driving operational efficiency, maximizing value and customer success.

Operations

In the business management community, commercial experts will be sharing webinars and videos on an array of subjects. From sales and marketing, to finance, productivity and growth, this content will help you stay up-to-date with the current economic environment and provide timely management insight to drive business growth.

Work Less Do More with Salesforce and FormAssembly - Southwest Airlines

Presented by

About this talk

FormAssembly