FormAssembly
112 Case Studies
A FormAssembly Case Study
Attain Partners provides management, technology, and strategy consulting for education and nonprofit organizations, with a focus on complex Salesforce implementations. Its clients want to scale programs, maximize impact, minimize technical debt, and streamline business processes, and Attain uses FormAssembly to support those goals across higher education and nonprofit work.
Attain Partners uses FormAssembly to embed forms in Salesforce Communities, update multiple Salesforce objects at once, and support student lifecycle workflows from recruiting to alumni projects. The vendor’s flexibility, easy form updates, data syncing with Salesforce, and payment processing support help clients improve engagement and, in some cases, increase donations and earn positive attention from Salesforce.org.
Eric Magnuson
Director of Business Development