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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

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Native Builder
Create a seamless data collection experience with Forms for Salesforce, Formstack’s 100% native Salesforce form builder.
Native Builder
Collect data and improve the customer experience with forms that can be built directly in Salesforce. No tedious mapping 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 Formstack Sign to automatically send Salesforce documents to customers, partners, and employees for eSignature via text 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.
We now have a unified approach to collecting data. Outside of training, our business intelligence team does not have to perform any data manipulation or data connectivity to ensure we can collect data and get it into Salesforce.
Hart Zwingelberg
Director, Business Intelligence

Get started with a pre-built template

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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.