Formstack for Salesforce is built directly off of the Salesforce data model, making it easy to transform your Salesforce org into a single source of truth. Easily collect and manage information without needing to step outside of Force.com.
Automate your Salesforce workflows with an all-in-one form, document, and signature solution.
Formstack for Salesforce is built directly off of the Salesforce data model, making it easy to transform your Salesforce org into a single source of truth. Easily collect and manage information without needing to step outside of Force.com.
Customers should never have to fill out the same information twice. Give them a seamless experience by generating forms that are prefilled with information from your Salesforce records. No manual data entry or uploads needed.
Ramp up your digital efforts with easy-to-use workflow automation tools for Salesforce. Capture data with online forms, automate the creation of data-driven documents, and collect eSignatures from customers and employees—all with minimal coding.
With Formstack’s Salesforce automation tools, you can create efficient end-to-end workflows that scale with your business.
Formstack’s Salesforce automation tools help teams save time and digitize processes at scale.
No. When setting up Formstack for Salesforce, all you need to do is head over to the AppExchange and install Forms for Salesforce and Documents for Salesforce.
To add Forms for Salesforce to your Salesforce org, simply navigate to the Forms for Salesforce AppExchange listing and choose “Get It Now.” Documents for Salesforce can also be found in the Salesforce AppExchange.
Forms for Salesforce is a native Salesforce form builder, which means you can quickly build digital forms without leaving Force.com. Forms for Salesforce connects to any standard or custom object. This means you can create complex forms that match specific Salesforce data models, dynamically prefill those forms for your end users, and update records automatically with submission data—all while staying in line with compliance practices.
Yes! Forms built with Forms for Salesforce can be connected to any standard or custom object. Simply create a form using a campaign object, and when data is submitted on that form, it will automatically generate a new campaign record.
Learn how our suite of products can help you streamline your Salesforce workflows and automate the processes that matter most to your business.