4 Ways FormAssembly’s Salesforce Connector Can Benefit Your Nonprofit Organization

Chances are, if you’re reading this blog post, you’re one of the thousands of nonprofits that also use Salesforce. And why would you not? Salesforce allows nonprofits to collect and manage information on program participants, volunteers, and other constituents and, with the right tools and connectors, provides a way to gather data and measure the impact your organization has on the communities you serve.

One of the most vital add-ons to any Salesforce account is FormAssembly, a data collection solution with a seamless integration to Salesforce. FormAssembly allows users to create web forms to collect data for just about any need imaginable (surveys, event registration, applications) and connect it to payment processors, Google Sheets, and other systems, including Salesforce.

FormAssembly features a 4.7/5 star-rating on the Salesforce AppExchange and is used by a variety of Salesforce customers and nonprofits.

Here’s why your nonprofit needs to give FormAssembly’s Salesforce Connector a try:

1. Save Time

If there’s one thing no one seems to have enough of, it’s time. According to the Trades Union Council, employees in the UK have longer working hours than any other location in Europe.

The faster modern life moves, the faster your nonprofit is expected to move as well. That means there’s no time for inefficient processes like entering data in one system only to have to download it any enter it into another.

FormAssembly lets you automatically create and update records in Salesforce through responsive, customizable web forms. Donors, constituents, and volunteers enter information in your form and before you know it, it’s stored in Salesforce. And all this is accomplished by our Salesforce Connector, which lets you customize where and how information is stored.

No more entering data twice. FormAssembly’s Salesforce Connector handles the creation and updating of both standard and custom objects.

2. Improve Data Quality

Without a clear picture of their data, nonprofits lack the ability to understand how their services are impacting their constituents and what their audience looks like, including donors, volunteers and other stakeholders. This can further impact a nonprofit’s ability to demonstrate the impact of their work to potential donors or in grant reports that could provide crucial funds.

According to Experian’s 2016 global data management benchmark report, three-quarters of companies surveyed felt that their efforts to offer oustanding customer experiences were hampered by data accuracy issues. Not only that, but the same report showed that 23 percent of data that companies had for their customers was thought to be incorrect in some way.

Imagine if nearly a quarter of the phone numbers, email addresses, points of contact and other information you have on record were incorrect.

That opens you up to a whole host of problems, including:

  • Staff member time spent manually finding and updating incorrect records
  • Your emails and calls hitting deaf ears
  • Less chance of reaching key donation and program sign-up goals

All in all, not good.

To improve data quality, it’s key to centralize data collection and ensure that you have processes in place that minimize the risk of human error.

In practice that boils down to:

  • Understanding how your data is being collected (Here’s an area where you can consider cutting down on the number of data collection methods you use and replacing some with FormAssembly)
  • Reducing human error with automatic connectors to your CRM
  • Using features like FormAssembly conditional Salesforce record creation that can search to see if a contact already exists before creating one
  • Cutting out unnecessary steps of downloading data from one source and uploading it to another (which could also raise the potential for lost data)
  • Enabling Autosuggest features to simplify the number of allowed answers
  • Allowing for continual data cleansing

FormAssembly Case Study: Child Matters Sees a Considerable Lift in Data Quality & Accuracy

“Prior to FormAssembly, the biggest issue for Child Matters was incomplete data. Stakeholders wanted metrics from past training sessions, while funding applications required comprehensive demographics, but the information was unavailable because there were significant gaps in the records. The staff was unable to obtain or provide accurate answers.

“Now, FormAssembly immediately builds a full picture of each trainee and their organisation in relation to the training course. Not only is the database consistently and efficiently updated, but Child Matters can now capture a record of all the information at the time of enrollment. The benefit is substantial: for example, even if a person’s job profile changes periodically, the staff can easily refer to the snapshot and pull the historical data for reporting. Detailed metrics and demographics are completely accessible, due to the rich level of accurate data.”

Read the full case study here.

3. Empower Your Contacts

What if your data is just out-of-date and not inaccurate because of some human error?

You’d probably want to update that data right? Sure, you could manually go through each record and update your information, or you could use Salesforce Stay-in-Touch Request (until its retirement this month).

But for a simpler method, you could use FormAssembly’s Salesforce Prefill Connector and Submit Connectors to send your contacts pre-filled forms that they can update on their own. They get a prefilled form that requires minimal work, you get updated information in your Salesforce instance. Win. Win.

That’s one example of allowing contacts in Salesforce to manipulate or be involved with data in Salesforce without having account access.

At FormAssembly, we have forms set up internally that allow non-Salesforce account holders to essentially look up pieces of information from Salesforce through a FormAssembly form.

Pretty nifty, huh? We think so.

Check out more details about the Salesforce Prefill Connector here.

4. Formalize Processes

Almost everything can be made into a process; and almost every process can be made into a form.

Streamlining processes can not only help you save time because you’re cutting out repetitive work, but it can also help you reduce mental fatigue and attain a more standardized outcome. Here’s an example of how one FormAssembly nonprofit customer was able to achieve this.

Baltimore Corps is a nonprofit organization based in Baltimore that seeks to cause positive change by matching individuals to organizations in Baltimore that need their help. With FormAssembly, they were able to take a previously time-consuming fellowship application process and create a streamlined Salesforce + FormAssembly + Taskray process with multiple moving parts that revolutionized their capabilities for handling fellowship applications.

The new web form based process helps avoid bias in the decision-making process, cuts out unnecessary data entry and saves 1 to 2 hours per application.

From Baltimore Corps’ Billy Daly, Systems Design Manager on FormAssembly’s broader impact:

“It allows us us to think continuously about new services that we can offer because we have the tools to do that. It allows cascading new opportunities for innovation.”



Read more about FormAssembly for nonprofits in this whitepaper, and take advantage of our 20 percent nonprofit discount.

This guest post was written by Maggie Tharp, Content Marketing Specialist at FormAssembly

Rephrase regularly incorporate FormAssembly forms into the solutions we create for our customers



Article by Frazer Lewis : Date posted: 28th June 2017