Guest Speaker form

Tags user-guide

OLD Public Form URL: https://johnson.tfaforms.net/81 - Should be deprecated as it doesn't include SSO

NEW Enhanced Form URL (w/SSO): https://johnson.tfaforms.net/105

Guest Speaker Form recording:


Technical details:

  • Base functionality was to track speaking engagements at the college of business in Salesforce.
  • The form pulls the picklist values for location, school/college, engagement type, and Alumnus? directly from Salesforce, so even if these values change the form doesn't need to be updated.
  • The matching logic for the Engagement record is the Name, Type, and Date fields. If those details match exactly, then the engagement will be updated rather than a new engagement created.
  • The form is set never to overwrite field data with blank or null values, so if there is a match on the engagement you won’t need to provide the school/college, location, or notes again and the data in those fields won’t get wiped out.
  • The matching logic for Account is the account name and the matching logic for Contact is email and last name. When there is no exact match, a new record gets created.
  • Justin Kessler is hard coded into the FormAssembly form so he will be the owner of every engagement record being created by the form.
  • Justin Kessler is setup to receive all email notifications when new speaking engagements are created.
  • The SF Admin who owns the connection to Salesforce will remain the owner of the Account and Contact records that get created. 

  • Enhancements in 2024:

    • A new Faculty Support dashboard has been created in Salesforce
    • To ensure Faculty Support team members could look-up Account and Contact records before entering, SSO was implemented for the new form 
    • New fields were added to the form to track guest speaking engagements by class, faculty, and faculty support member
    • New fields were added to the form to track guest speakers who are Alumni as well as to manage whether Zoom or Certificates are needed for the speaking engagement
    • If the user entering the data has a Department of Faculty Support on their Salesforce User record, then the Faculty Support specific fields will display on the form, else the user will only see the standard fields


Was this helpful?
0 reviews
Print Article