Conference Session

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Description

Do you find yourself swimming in a sea of form requests? At UW-Madison’s Division of Continuing Studies, we certainly did – and we turned to Salesforce and FormAssembly to bring order to the chaos. With some simple Form Assembly set up we were able to automate the creation of campaign and case requests in our Salesforce CRM. You can too!

You will learn how to utilize partner solutions (Form Assembly forms tool) to streamline of routine requests through automation.

Presenter Information

• Megan O’Rourke
• Megan McDonald

Image by Frank Cone from Pexels.