Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

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Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

Annie Sullivan
/
March 15, 2022
Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

MIN
/
March 15, 2022
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It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

Blog

3 Steps to Building a Complete Approach to Salesforce Data Capture

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It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


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3 Steps to Building a Complete Approach to Salesforce Data Capture

Discover the best way to capture and use Salesforce data.
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It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


It’s a misconception that different business sectors require vastly different enterprise approaches to digital workflows. 

We’ve talked to hundreds of Salesforce customers across healthcare, financial services, higher education, the public sector, manufacturing, and other verticals as they build the criteria for their enterprise digital forms strategy. 

In these conversations, we realized there are three key strategy components all industries had in common:

  1. A native-to-Salesforce form builder

Salesforce form builders allow users to create and manage data collection processes that match seamlessly to their data model. With a native solution, they’re able to create these forms without ever having to leave the Salesforce platform.

  1. A versatile, no-code form builder

There are some business processes you simply can’t wait on your Salesforce Admins to create. No-code tools enable non-Salesforce users to manage business processes and selectively sync data to Salesforce where relevant. 

  1. Document generation/automation and digital signature capabilities 

Once you’ve collected data, how are you taking action? With document generation and eSignature solutions, you can create complete business processes while continuing to tie your data back to Salesforce.

These three elements become crucial to advancing business efficiency and improving overall workflow capabilities—and Formstack’s product suite delivers on all of them, providing you with a variety of approaches based on your unique needs and use cases. 

Step 1: Build your foundation with Forms for Salesforce

For Salesforce customers, Formstack Forms for Salesforce is a one-of-a-kind solution that enables customers to create forms directly within Salesforce, using your Salesforce data model, to deploy forms across websites, Digital Experience Cloud, emails, and more. 

Forms for Salesforce stands on its own in powering data collection use cases pinned tightly to your Salesforce data model. Whether it’s occurring on a website or through a Salesforce Digital Experience Cloud environment, there are a multitude of use cases your business can utilize when building your enterprise forms strategy.  

Below are a few real-life sample use cases from Forms for Salesforce customers across various industries. We’ve divided these uses cases into three sections: 

  • Pushing data to multiple Salesforce objects
  • Collecting data in processes that require multiple touchpoints 
  • Recurring data collection 

Did you know? Forms for Salesforce allows you to prefill data across multiple objects so you can create personalized customer experiences.  

Use cases where a variety of data is pushed to multiple Salesforce Objects:

Use cases with multiple data collection touch points across a process:

  • Patient on-boarding processes in healthcare
  • Partner or vendor on-boarding processes in healthcare
  • Client on-boarding forms for financial services institutions 
  • New customer processes for professional services firms 
  • New customer processes for legal departments 

Use cases where data collection is recurring: 

  • From a patient during treatment
  • Throughout a clinical trial
  • From customers e.g. “know your customer” (KYC) initiatives for financial services firms 
  • Throughout a legal case 
  • Throughout a financial services deal/transaction
  • Throughout the lifecycle of a grant
  • Throughout the management of a non-profit program  

Pro tip! For recurring forms, you can automatically send out forms pre-filled with Salesforce data. This allows the end user to review, verify, and update their data so you’re Salesforce records stay accurate and up-to-date. 

Overall, Forms for Salesforce allows Salesforce admins and power users to create powerful forms connected to any Salesforce object without tedious field mappings. You can also dynamically prefill fields with existing data and easily verify and update records. Compare that to other forms products that involve far more complexity and custom development than Formstack, and the savings becomes evident–both in time and money.  

Step 2: Empower your team to spin up quick solutions with no-code forms 

However, an enterprise digital forms strategy–even for a Salesforce-centric customer–needs to expand beyond just Salesforce. That is where Formstack Forms comes in. 

Formstack Forms allows anyone in your company to create online forms, automate workflows, and improve data capture. It is a no-code form builder that extends the management of data collection even beyond Salesforce users and the Salesforce data model. It is a perfect tool for those whose data has a shorter shelf life or who need to create forms on a more ad-hoc basis, as some of your data may need to be selectively synced to Salesforce as part of the enterprise data strategy. 

Here are uses cases Formstack Forms customers are using as a part of their enterprise data capture strategy: 

Formstack Forms compliments Formstack for Salesforce to ensure you have a complete forms strategy across your enterprise, not restricted only to Salesforce power users who are creating forms. 

Step 3: Complete your workflows with document automation and eSignature collection

Finally, a key part of your enterprise forms strategy needs to be asking, “What happens after the data is collected?” In addition to saving the data to the correct destination, typically there is either an immediate need to generate a document based on the data collected or a need to do so further downstream in the business process.  

This is where Formstack Documents and Formstack Sign come in to play. When you pair these with both Formstack Forms products as a complete digital forms, document generation, and digital signature solution for Salesforce, you can address a variety of use cases:  

  • Document generation from a button on any Salesforce object (e.g. quotes, proposals, presentations)
  • Document generation in batch from a list view (e.g. end of year tax receipts and end of year donation summaries) 
  • Document generation triggered by Salesforce Flow (e.g. personalized Admissions acceptance or rejection letters, legal case updates, patient reminders or updates)
  • Document generation from a form (e..g self-serve use cases such as a new customer registration) 

WATCH MORE: Discover more typical document generation use cases with Formstack Documents and Salesforce in our webinar with Salesforce Ben.

Formstack Documents also supports dynamically generating documents from data sources outside of Salesforce. Documents can be delivered via over 50 different methods and integrations, including email. And in the case where a digital signature is required, Formstack Sign can be used to capture a digital signature and save it back to Salesforce.  

If you are working through your enterprise forms strategy, Formstack is uniquely positioned with a modular toolset containing the only native-to-Salesforce form builder. Couple that with the power of completely versatile ad hoc data collection with selective syncing to Salesforce, document automation, and digital signature capabilities, and you have a powerful solution to all your enterprise digital forms needs. 

Schedule time with us to talk more about this strategy for forms across your enterprise. 

 


Annie Sullivan
Annie Sullivan is the Growth Marketing Copywriter at Formstack. She lives in Indianapolis and loves writing, reading, and traveling.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.