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FormAssembly Resource Center -- Contact Support Join our team! -- Table of Contents Table of Contents Toggle navigation Login Refine Getting Started Build Forms Processing Notifications Connectors & Integrations Prefill Forms Publish Reporting My Account Enterprise/Compliance Cloud Admin Guide Refine Getting Started Build Forms Processing Notifications Connectors & Integrations Prefill Forms Publish Reporting My Account Enterprise/Compliance Cloud Admin Guide Home Glossary FormAssembly Support Getting Started Signing Up with FormAssembly FAQs Welcome Classes Form Review Form List Overview Web Form Tutorials Template Library FormAssembly's Mobile App for iOS Devices Priority Support FormAssembly Webinars Available Templates List Form Tags & Descriptions Welcome Call Webinars Best Practices in Form Building Build Forms Quick Start Guide Create your First Form Form Building Videos Getting Started with Form Builder 5.0 New in Form Builder 5.0 Add & Edit Content Add Fields and Sections Add Text and Images Predefined Content Editing Tools Edit Multiple Choice Fields and Autosuggest Clear Formatting Collect User Geolocation Data with Predefined Content Validation Rules for Date/Time Predefined Content Field Edit the Form Submit Button Form Layout Form Name & Form Title Reorder Your Fields Field Layout, Matrix, Likert Scales, Grids, & Columns Field Label Positioning Resize Input Boxes & Labels Multi-Page Forms Page Navigation Add Whitespace and Line Breaks to a Form Field Options Validation Rules Date Validation File-Type Upload Control Field Hints / Contextual Help Add Text Around Fields Conditional Questions Menu Dependencies Default Values Repeatable Fields & Sections Form Calculations Access Control Sensitive Data Read-Only Fields Hyperlink text Images in Fields Loqate Field Validations Style Your Forms Font Color and Style Advanced Branding: Add a Header and Footer Custom CSS Advanced Branding: Change Browser Tab Icon Theme Editor v2 FAQ: Themes in Form Builder 5 Style an Individual Element Troubleshooting Your Custom CSS Theme Retirement Styling PDFs Create a Form for Multiple Audiences Best Practices for User Friendly Forms Best Practices in Web Form Security Preview, Save, & Publish Use Auto-Save to Recover an Unsaved Form Using JavaScript on a Form and Within Calculations Mobile Responsiveness Tips Dataset List Why is My Form Under Moderation? Use Case: Require Only a Certain Number of Checkboxes Add Discount Codes to your Form The One Form Series Embedding Videos within Forms Form Builder Version Form Contact Information and GDPR Rights Link Processing Workflows Save & Resume Form Availability Review Before Submit Form Language Configure Your Forms SSL Encryption / Secure Form E-Signature Smart Processing with Formulas Formulas for Common Uses Generic Aliases Setting up Custom Redirect Formulas and Nesting @IF() Statements Formula Troubleshooting Formula Functions Quick Reference CAPTCHA and reCAPTCHA Akismet Spam Filter (Enterprise Edition) Response Volume Limits Duplicate Submissions Enable IP Anonymization for Form Respondents Notifications Thank You Page or Redirect Notifications and Auto-Responder Conditional Email Notifications Response Aliases Email Notification Security and Authentication Connectors & Integrations Connector Timeline Resend Response Connector Log Salesforce Get started with Salesforce The Salesforce Connector Connecting to Salesforce Salesforce Form Import Tool Create a New Salesforce Record Update an Existing Salesforce Record Look Up an Existing Salesforce Record File Uploads and Salesforce Attachments Field Mapping & Required Fields Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes Repeatable Fields & Sections with Salesforce Create Dependent Objects The Salesforce Save Connector Use Case: Create Lead or Update Contact Use Case: Campaign Members Advanced Object Alias Connector Options & Triggers Look Up an Account Record with Contact Details State and County Picklists Households in Salesforce Conditionally Create or Update Records in Salesforce: Skip-if Formula Salesforce Tips & Tricks Record Type IDs Using the "Like" Operator in the Salesforce Connector Sending a Form Upload to Salesforce Files Use Case: Create a Chatter Post in Salesforce and Include a File Use Case: Create a Salesforce Service Cloud Case Salesforce Prefill Connector Salesforce Marketing Cloud: ExactTarget ExactTarget Prefill Connector SFMC: ExactTarget Connector IP Whitelisting for FormAssembly within Salesforce & Salesforce Marketing Cloud (ExactTarget) Salesforce Connectors Troubleshooting Troubleshooting Basics for the Salesforce Connector New Salesforce Fields Find Records in Salesforce Salesforce Assigns a Different Owner ID Salesforce Auto-Number, Formula, and Lookup Fields Salesforce Rich Text Fields (WYSIWYG) Working with Salesforce Notes & Enhanced Notes Salesforce Common Errors INVALID_LOGIN Error No Selected Contact Error INVALID_OPERATION INVALID_FIELD REQUEST_LIMIT_EXCEEDED Entity is deleted xsd:date Error Well-formed character data or markup INVALID_QUERY_FILTER Required Fields are Missing Salesforce Error: "CampaignMember - entity type cannot be inserted" Salesforce Error: Failed to trigger a flow Salesforce Error: Data value too large Salesforce Error: "ID Value of Incorrect Type" Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..." Salesforce Error: Is not a valid value for the type xsd:double Salesforce Error: Bad value for restricted picklist Salesforce Error: Cannot specify ID in an insert call Salesforce Error: Use one of these records? AppExchange Populate (or Prefill) a Form with Salesforce Data FormAssembly API Calls when Using the Salesforce Connector Testing your Salesforce Forms and Connectors Publishing API Salesforce API User Make Salesforce and PayPal Work Together The Salesforce Nonprofit Success Pack (NPSP) Link Records in Salesforce with Lookup Relationship Fields Use Case: Prefill Salesforce Data for Respondents to View and Edit Reauthenticate your Salesforce Connector Salesforce Single Sign-On (SSO) Email Verification FormAssembly and Salesforce Shield Linking Records in the Salesforce Connector Dates and Dashes Sending Response PDFs to Salesforce HTTPS Connector HTTPS Connector Setup AWeber Integration CapsuleCRM Integration MailChimp WebMerge: Create PDFs from Responses Sending an eSig Image to Webmerge for PDF Creation GoToWebinar Integration Pardot Integration Mailchimp Groups Google Integrations Google Analytics Tracking Google Spreadsheets Connector Google Sites Payment & Invoicing Connectors Which Payment Connector Should I Use? Authorize.Net Connector Chargent Connector CyberSource Connector FreshBooks Connector PayPal Connector Setup PayPal Connector Troubleshooting Stripe Connector iATS Connector Using Chargent with the Orders Package Best Practices, Tips, and Tricks Using reCAPTCHA to Prevent Spam Submissions for Payment Connectors Skipping Subscriptions or One-Time Charges in a Payment Connector Using the Formula Editor within your Payment Connectors Using Connector Labels for your Payment Connectors Automatic Validation in Payment Connectors Repeated Fields in Payment Connectors Create a 4 Digit CVV Code for American Express Cards and Accept Leading Zeroes Payment Connectors and Email Notifications Skip Salesforce Connector Steps when No Payment is Made Getting Started with Donation Forms Common Stripe Error Messages PayPal Error Codes Respondent Authentication CAS Authentication LDAP/Active Directory Authentication SAML with Salesforce Salesforce Communities Use the FormAssembly Lightning Component in Salesforce Communities SAML Authentication Setup Bizible Integration Working with the FormAssembly API ScheduleOnce Integration Post Redirect Connector Locked Connector Add HotJar Analytics to a Form Prefill Forms Prefill Through the URL Prefilling From Within a Form Prefilling Re...