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Formstack + Salesforce Financial Services Cloud

Formstack + Salesforce Financial Services Cloud

Connect Forms for Salesforce with Financial Services Cloud to create better client experiences, manage data more effectively, and streamline finserv processes at scale.
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Simplify your Salesforce financial services workflows

Formstack makes it easy to collect and manage information with forms that match the Salesforce Financial Services Cloud data model. Quickly create secure workflows that keep your client records up-to-date and help you manage information more efficiently—all without needing to leave your Salesforce org.
Eliminate data silos
Eliminate data silos

Formstack aligns with the Salesforce Financial Services Cloud data model, making it easy to create a single source of truth for your data. Track submissions via a dashboard, and ensure information stays accurate by using upsert to update records and prevent duplicates.

Improve the client experience
Improve the client experience

Clients should never have to fill out the same information twice. Create better digital experiences through forms that are prefilled with data from your Salesforce records, such as name, address, and other personal details.

Create versatile processes
Create versatile processes

Build secure finserv workflows that can scale as your needs evolve. With the help of NativeCloud and grandchild objects, you can create forms with more complicated relationships that update multiple Salesforce records at once.

Eliminate data silos

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Streamline key finserv processes

Client Onboarding
Set up seamless workflows that help you collect necessary information and get clients onboarded faster.
Loan Services
Process loan applications, manage agreements from start to finish, and collect client requests.
Invoicing
Connect your forms to payment providers like PayPal and Stripe to quickly generate custom invoices and collect payments.
Policies
Create workflows for new and recurring policies that save time, reduce manual data entry, and eliminate data errors and inconsistencies.
Risk Assessments
Save clients time by prefilling risk assessments with data from prior years that has been saved in your Salesforce instance.
Client Satisfaction Surveys
Collect feedback from clients to discover ideas for improving your workflows and creating better digital experiences.

Manage financial data with easy-to-use tools

View All Features
Native Builder
Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.
Native Builder
Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.
Progressive Data Capture
Connect forms to any standard or custom object, dynamically prefill fields with existing data, 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.
Grandchild Objects
Create and update multiple records at once with information captured on a single form while matching to your industry's data model.
Grandchild Objects
Create and update multiple records at once with information captured on a single form while matching to your industry's data model.
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 Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.
Digital Signature Collection
Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.
Payment Processing
​​Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to collect and process payments while meeting PCI compliance standards.
Payment Processing
​​Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to collect and process payments while meeting PCI compliance standards.

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