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Streamlining Your Customer Onboarding Process with Automation

Lacey Jackson
August 13, 2020
Min Read

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements

Builders blog instructions

1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.

Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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