Higher Education
Salesforce Higher Education Automation

Create a connected campus with Salesforce automation

Build Salesforce higher education automation workflows that simplify data management, improve student engagement, and streamline work across departments.

Realize your Salesforce vision

Formstack makes Salesforce higher education automation a seamless experience with powerful data collection, document generation, and digital signatures.
100% native form builder
100% native form builder

Our Salesforce form builder is 100% native, meaning you can avoid the hassle of ever having to map fields or sync data.

Progressive data capture
Progressive data capture

Streamline your data collection process and continuously build upon a 360-degree view of your students without having to complete repetitive Salesforce forms.

Automated document creation
Automated document creation

Use the data you collect from student application and enrollment forms to auto-generate custom documents and deliver them to students with the click of a button.

100% native form builder
Digital signature collection

Automatically populate information into multiple documents at once and send them to students and staff to sign from any device.

Powerful security and compliance
Powerful security and compliance

Formstack for Salesforce offers HIPAA compliance and meets FedRamp, FERPA, and SOC standards as part of our NativeCloud Pro plan. Easily collect sensitive data while maintaining your peace of mind. For more info on compliance standards, see

Trusted by these industry leaders

Over 1,000 colleges and universities use Formstack

Salesforce higher education automation solutions for every need

Recruitment & Admissions
Streamline the student recruitment and admissions experience to boost staff productivity and enhance the student recruitment process.
Eliminate paper from the enrollment process and strengthen relationships between students and staff to create a connected learning environment.
Student Engagement
Improve student engagement with streamlined workflows for course selection, student satisfaction surveys, financial aid, and scholarship advising.
Student Experience
Connect with students across campus via automated systems within Salesforce that collect their feedback without slowing them down.
Advancement & Donors
From event registration to donation collection, create personalized digital experiences that connect and engage donors and alumni.
Optimize campaigns and automate processes to enable easy sign-up for campus tours and capture prospective student interest.

Meet industry standards

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Formstack allowed us to create an engaging prospect strategy, and allowed our functional users to create forms. It’s easy to use and effective!
Sean McKenna
Director, Business Analysis and Assessment

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Learn how our no-code suite of products can help you automate the processes that matter and boost productivity.