Compare Formstack For Salesforce Plans

Formstack's Salesforce app is packed with tools to help you streamline your data collection. Compare our plans below to find what's right for you.

 

  • Capture Contacts, Leads, Cases, or Accounts Easily store form submissions to new case, account, contact or lead records. Relational objects restricted.
  • Post-Submission Redirect Redirect your users to another page after form submission.
  • Captcha Prevent spam using a simple text validation check.
  • Flexible Publishing Host your forms on a user friendly custom URL or embedd on any web page.
  • Read-Only Fields Designate fields as read only for presenting data to users while restricting the ability to modify.
  • Autosave All form changes are saved in real-time to Salesforce, allowing partial data to be collected even if the form isn't completed.
  • Form Duplication One-click duplication of any existing form for easy re-use and customization.
  • Auto-Validation Formstack form submissions are automatically validated for data formats and required fields, no configuration required.
  • Security Features All confidential form data is encrypted securely within your site and on Formstack' secure servers. Sensitive information such as hidden field values and record IDs are encrypted and cannot be tampered with.
  • Submission Dashboard View and track submissions, quickly resolve issues, and administer your signed forms from our submission dashboard page.
  • Any Standard or Custom Object Capture form submissions directly into any Salesforce standard or custom object.
  • Multi-Object Capture up to 15 standard or custom object records in one submission.
  • Style Editor Full-fledged style editor for customizing all aspects of your form's style, with the ability to write custom CSS code.
  • Javascript API Advanced API for executing custom Javascript code within your forms.
  • Conditional Logic Add powerful if-then rules to your forms to show, hide or populate fields dynamically based on form responses.
  • Prefill by URL Fill in your forms using values provided in your form's page URL.
  • File Upload with Chatter Support Allow users to submit any number of files to be attached to your Salesforce record or upload to Chatter for for easier collaboration across your organization.
  • Multi-Page Forms Create multiple-page forms for building large application forms or mobile-friendly surveys.
  • Survey-Friendly Fields Customize the display of your form's picklists and numeric fields with survey-friendly radio buttons, checkboxes, searchable lists, star ratings and Net Promoter Score controls.
  • Update by Field Define one or more 'upsert' fields for lookup and update of existing records in Salesforce.
  • Salesforce Lookup Fields Provide your users with the ability to look up and select a Salesforce record from an existing Salesforce list view
  • Save for Later Allow your users to save a partial form submission for later retrieval - perfect for longer application forms and multi-page surveys.
  • Custom Email Notifications Distribute powerful pre-filled update request and stay-in-touch forms for your clients via email.
  • Repeatable Sections Allow your users to submit any number of related detail records when filling out your form.
  • Dynamic Prefill Dynamically prefill forms with information directly from your Salesforce database. Send via email from Salesforce or export unique pre-filled form links to any third-party emailing or marketing automation platform.
  • Update by ID Utilize Salesforce record IDs for added protection when collecting senstive data updates like, payment profiles, Social Security numbers and PHI, using an encrypted link to a pre-filled form.
  • Autogenerated Prefill URLs Automatically distribute record update links, empowering your users to update their submissions at any time.
  • Payment Integrations Collect payments easily and securely with PayPal, iATS, Authorize.net and Stripe.
  • E-Signatures Capture typed or drawn electronic signatures in your forms, and verify email addresses instantly.
  • Portal Support Leverage Formstack to enhance your company intranet or client portal with a secure prepopulated form for update existing Salesforce records.

Professional

Enterprise

NativeCloud

  • Capture Contacts, Leads, Cases, or Accounts
  • Post-Submission Redirect
  • Captcha
  • Flexible Publishing
  • Read-Only Fields
  • Autosave
  • Form Duplication
  • Auto-Validation
  • Security Features
  • Submission Dashboard
  • Any Standard or Custom Object
  • Multi-Object
  • Style Editor
  • Javascript API
  • Conditional Logic
  • Prefill by URL
  • File Upload with Chatter Support
  • Multi-Page Forms
  • Survey-Friendly Fields
  • Update by Field
  • Salesforce Lookup Fields
  • Save for Later
  • Custom Email Notifications
  •  Repeatable Sections
  •  Dynamic Prefill
  •  Update by ID (Can we call this Secure Prefill?)
  •  Autogenerated Prefill URLs
  •  Payment Integrations
  •  E-Signatures
  •  Portal Support
  • Capture Contacts, Leads, Cases, or Accounts
  • Post-Submission Redirect
  • Captcha
  • Flexible Publishing
  • Read-Only Fields
  • Autosave
  • Form Duplication
  • Auto-Validation
  • Security Features
  • Submission Dashboard
  • Any Standard or Custom Object
  • Multi-Object
  • Style Editor
  • Javascript API
  • Conditional Logic
  • Prefill by URL
  • File Upload with Chatter Support
  • Multi-Page Forms
  • Survey-Friendly Fields
  • Update by Field
  • Salesforce Lookup Fields
  • Save for Later
  • Custom Email Notifications
  • Repeatable Sections
  • Dynamic Prefill
  • Update by ID (Can we call this Secure Prefill?)
  • Autogenerated Prefill URLs
  • Payment Integrations
  • E-Signatures
  • Portal Support
  • Capture Contacts, Leads, Cases, or Accounts
  • Post-Submission Redirect
  • Captcha
  • Flexible Publishing
  • Read-Only Fields
  • Autosave
  • Form Duplication
  • Auto-Validation
  • Security Features
  • Submission Dashboard
  • Any Standard or Custom Object
  • Multi-Object
  • Style Editor
  • Javascript API
  • Conditional Logic
  • Prefill by URL
  • File Upload with Chatter Support
  • Multi-Page Forms
  • Survey-Friendly Fields
  • Update by Field
  • Salesforce Lookup Fields
  • Save for Later
  • Custom Email Notifications
  • Repeatable Sections
  • Dynamic Prefill
  • Update by ID (Can we call this Secure Prefill?)
  • Autogenerated Prefill URLs
  •  Payment Integrations
  • E-Signatures
  • Portal Support
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