Solutions
/ By ROLE /
Salesforce Admins

Launch your Salesforce org to new heights

Break down data silos, digitize processes at scale, and create a single source of truth with powerful Salesforce automation tools.

Realize your Salesforce vision

If Salesforce is at the center of how your organization operates, you want to ensure you make the most of your investment. With Formstack for Salesforce, you can use native Salesforce automation tools to power your workflows. Create seamless processes that help you make better decisions with your data and exceed the expectations of your customers.
Build a single source of truth

Collect and manage data without needing to step outside of your Salesforce org. Formstack for Salesforce is built directly off of the Salesforce data model, making it easy to create a single source of truth for your business.

Create exceptional experiences

Customers should never have to fill out the same information twice. With data prefill, you can generate digital forms that are prefilled with information from your Salesforce records. Create a seamless experience for customers while reducing the need for manual work.

Achieve digital transformation

Salesforce task automation has never been easier. Build workflows that capture data with powerful Salesforce forms, automate the creation of data-driven documents, and collect eSignatures from customers and employees—all with minimal coding.

Easy-to-use Salesforce automation tools

View All Features
Native Builder
Create a seamless data collection experience with Forms for Salesforce, Formstack’s 100% native Salesforce form builder.
Native Builder
Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.
Progressive Data Capture
Streamline data capture in Salesforce by connecting forms to any standard or custom object. Dynamically prefill forms and easily verify and update records.
Progressive Data Capture
Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.
Seamless Document Generation
Use Documents for Salesforce to automate your document creation. Add a custom button to any Salesforce object to generate documents with a single click.
Seamless Document Generation
Use Documents for Salesforce to automate your document creation. Add a custom button to any Salesforce object to generate documents with a single click.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
Digital Signature Collection
Use Formstack Sign to automatically send your Salesforce documents to customers, partners, and employees for eSignature.
Digital Signature Collection
Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.
Salesforce Cloud Compatible
Match with popular Salesforce data models and cloud solutions, such as Admissions Connect, Health Cloud, Financial Services Cloud, and Nonprofit Success Pack.
Salesforce Cloud Compatible
Match with popular Salesforce data models and cloud solutions, such as Admissions Connect, Health Cloud, Financial Services Cloud, and Nonprofit Success Pack.

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2021 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

We’ve spent the last two years testing a multitude of form solutions and kept returning to Formstack. It was the clear winner due to its flexibility, ease of use, and security.
Karolyn Hart
Founder and President at InspireHUB
Who loves creating webforms with a zillion fields, then creating the same fields in Salesforce to land the data, then mapping the two and crossing your fingers that submissions don't get hung up?! Yea, me neither. Instead, I use Formstack.
Yajaira Fernandez
Salesforce Consultant and Business Analyst at Sikich Consulting
I’ve used many survey tools but I always go back to Formstack because it’s the only tool that allows me to build a form, get results, and report on it in a timely fashion. I’ve found that other tools are much more cumbersome and slow.
Sunir Shah
CEO & President at AppBind & Cloud Software Association

Get started with a pre-built template

View All Templates
No items found.
Integrations

Integrate Formstack with your favorite apps

Our products connect to hundreds of popular web applications so you can automate workflows, eliminate data chaos, and be more productive.
Explore 100+ Integrations

Create paperless workflows

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.