Getting data into Salesforce shouldn't have to be difficult. Let Formstack do the hard work for you with our selection of native form tools.
Help your customers and contacts complete forms faster through a personalized experience. Pre-populate fields with data they've already shared with you, and use these dynamic forms to quickly capture new details and update records.
Prefill fields using static data that you define when building or publishing your form, or load data from existing Salesforce records into your forms dynamically.
People don't like to fill out forms over and over again. By sending prefilled forms to your customers and partners, you'll ensure that submissions are successful.
Send forms via email or through an auto-generated link. Users can easily edit their information, and all updates are sent directly to their records in Salesforce.
Boost sales productivity and close deals faster by adding an electronic signature field to your Salesforce forms. Formstack lets you collect and validate e-signatures quickly so you can finalize contracts, reports, disclosures, and more.
Improve the form experience and increase submission rates by giving your users a hassle-free way to sign waivers and other documents.
Capture full names or initials, add dates, include an "I agree" checkbox, or choose whether you want people to type or draw their names.
Assert the identity of your submitters and ensure the right people are filling out your forms by verifying the ownership of their email address.
Say goodbye to coding headaches in Salesforce Apex and Visualforce. Seamlessly & securely capture data from Customers, Partners & Employees in your Community through branded, dynamic forms that can be published directly in Salesforce Community Cloud.
Give your customers, partners, and employees an easy way to ask questions, update their profile, and manage their cases. Simply drag and drop our Lightning component in Community Builder to deploy a form in seconds without cryptic form IDs.
Connect data to any combination of standard or custom Salesforce objects, including leads, accounts, and cases; and tie submissions to logged-in or guest users automatically without having to upsert.
Help your community users and front-line agents complete forms faster by prefilling fields with their data. Use existing Salesforce permissions for fine-grained security control. Setup is easy and requires just a couple clicks. No field mapping or links required.
Simplify your toughest data collection challenges. NativeCloud helps you avoid manual data entry with HIPAA and PIPEDA compliant forms. Easily collect PII and PHI data for Salesforce, and rest assured that you meet security standards.
Create a seamless, automated data workflow in Salesforce that stretches across core systems like Sales Cloud, Government Cloud, Service Cloud, and Community Cloud.
Connect NativeCloud's HIPAA and PIPEDA compliant forms to any standard or custom object to easily update or create new records in Salesforce.
Your data will never leave Salesforce or touch third-party servers. Update your records in safety, and enjoy Force.com's world-renowned 99% uptime.
Effortlessly manage online orders, registrations, donations, and more without having to do complex coding in Salesforce Apex. Formstack lets you easily process payments through PayPal Pro, Stripe, Authorize.Net, and iATS.
Collect payments from customers without worrying about security. All transactions are handled securely through your preferred payment provider.
Create a workflow in Salesforce that accepts recurring payments, set up conditional rules to calculate totals, and collect coupon and discount codes.
Send customized emails to customers to confirm their purchase. You can also send notices to inform team members of the success or failure of a payment.
Develop inside your Salesforce sandboxes and push changes to your production orgs faster than ever. With Release Management, you can use the Sandbox Management and Form Migration tools to easily follow the Salesforce Application Lifecycle Management framework.
Use the Form Migration tool lets to easily replicate forms across multiple sandboxes. You won't have to worry about rebuilding forms when you start work in a different sandbox.
With Sandbox Management, you won’t need to contact support after every org refresh. Easily move Formstack orgs between sandboxes or reinstall them after a refresh.
Help your team avoid errors and data loss caused by manual migration processes. Enjoy improved control and security over your sandboxes.