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.
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.
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.
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the processes that matter and boost productivity.