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How to Use Salesforce for ERP: Benefits, Features, and Setup Tips

How to Use Salesforce for ERP: Benefits, Features, and Setup Tips

Salesforce is a popular tool used by many businesses to manage customers. But did you know that you can also use ERP on Salesforce to handle things like accounting, sales, and inventory management? With the right tools, Salesforce can become a powerful ERP system. In this guide, we will explain what ERP is, how Salesforce […] The post How to Use Salesforce for ERP: Benefits, Features, and Setup Tips appeared first on TechBullion.See the Story

What are FormAssembly’s Workflow Approvals?

United States · United States

What are FormAssembly’s Workflow Approvals?

FormAssembly’s Workflow Approvals give you the power to build decision-making checkpoints directly into your workflow. With approvals, you can pause the flow of a submission, assign a reviewer, and control what happens next based on their response, whether that’s an approval, denial, or another path entirely. These approval steps help you shape more than just the data you collect – they define who interacts with it, when, and how. Whether you’re…Read Article

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Powerful Form-Based Workflows to Enhance Collaboration

How can you improve collaboration and efficiency with better workflows? If your organization is still relying on outdated, manual processes – think email approvals, PDF attachments, or patchworked onboarding – then your workflows are slowing you down. These inefficiencies don’t just waste time; they create bottlenecks, compliance risks, and frustration across your teams. The good news? You can eliminate those pain points by turning static forms …Santa Barbara · Santa Barbara Read Article

How Can You Streamline Payments with FormAssembly?

If your organization handles event registrations, donations, subscriptions, or other types of online payments, there’s a good chance your current process includes some combination of manual work, disconnected systems, or security concerns. In a recent webinar, the FormAssembly team demonstrated how to streamline and secure payment processes using our powerful form and workflow tools – no patchwork integrations required. Read on for a recap of th…Read Article

Turning a Form Into a Workflow

When your process requires more than just a single form, FormAssembly Workflows let you take things to the next level – without starting from scratch. Watch the clip below from our annual virtual user conference, FormFest 2025, to hear from our experts about what happens when you turn a form into a workflow, or read on to learn more about the benefits of this process. You Can Start with What You’ve Already Built If you’ve configured connectors o…Read Article

4 Ways to Build Forms Quickly

When time is tight and you need a form up and running fast, FormAssembly has you covered. There are four efficient ways to get started, each designed to help you save time and reduce manual setup. Watch the clip below from our annual virtual user conference, FormFest 2025, to learn more, or read on for a recap. 1. Use a Template Templates are a great option when you want to hit the ground running. You can use one of FormAssembly’s pre-built temp…Read Article

WEBINAR RECAP - Data Collection in 2025

Disorganized, duplicate, and disconnected data systems are a reality for many organizations. And while the symptoms vary – missed customer communications, inaccurate reporting, inefficiencies across departments – the root cause often traces back to a lack of integration, governance, and strategy around data collection. In a recent survey, respondents shared some of the most common and persistent challenges they face with managing data: redundanc…Read Article

Data Stewardship: Protecting the Information You Collect

How can you ensure secure, compliant data collection at your organization? If your forms are collecting sensitive data without airtight security and clear governance, you’re exposing your organization to serious risks such as compliance gaps, data breaches, and lost trust. Data stewardship goes beyond checking boxes. It’s about protecting the information you collect, building trust with your users, and setting your business up for long-term succ…United States · United States Read Article

How to Build a Smarter Lead Generation Workflow

Whether you’re managing a sales pipeline, streamlining customer onboarding, or just trying to reduce data entry headaches, connecting your forms to Salesforce should feel easy – and powerful. That’s exactly why we’re excited to introduce our redesigned Salesforce Connector. In this guide, we’ll walk you through how to build a simple, intelligent lead generation workflow in FormAssembly – one that automatically checks Salesforce for existing cont…Read Article

What's New with the Salesforce Workflow Connector?

FormAssembly has launched an updated Salesforce Workflow Connector that streamlines setup, enables more advanced logic, introduces variable storage, and allows seamless integration with multiple forms – all from a visual, user-friendly workflow canvas. Check out the video below from our annual virtual user conference, FormFest, that explains how the connector works, or read on for an overview. Meet the Redesigned Salesforce Workflow Connector T…San Francisco, California · San Francisco Read Article