Case Study: Aetna streamlines Salesforce data collection with FormAssembly

Aetna - Customer Case Study

Aetna Pharmacy Management, part of Aetna, uses Salesforce as its book of record, but staff were handling Salesforce data through manual re-entry. The team needed a more efficient way to send form submissions into Salesforce automatically.

Aetna Pharmacy Management chose FormAssembly to build Web-to-Case forms and account management surveys with prefills. With FormAssembly, the team was able to tie forms to multiple standard and custom objects, create and update forms easily, and post them on internal or public websites, making record updates smoother and simpler.

Aetna

Becca Allen

Salesforce Developer and Administrator