Integrate Formstack Forms with Salesforce by logging into your Salesforce account within the Formstack Forms app. You’ll need your username, password, and security token for access. Map form fields to the objects you want to populate in Salesforce.
Table of Contents
How does Formstack work with Salesforce?
How It Works. 1. Build. Quickly create mobile-friendly lead generation forms with Formstack’s drag-and-drop builder. You can build from scratch or choose from over 100 pre-made templates. 2. Connect. Integrate Formstack with Salesforce by logging into your Salesforce account within the Formstack app.
What is the documents for Salesforce integration?
With the Documents for Salesforce integration, you can pull Salesforce contact data into mapped fields within your document templates. Save time on manual data entry, and create custom, engaging sales documents in minutes.
How do I automate my document generation in Salesforce?
Once you set up your mappings, you can automate your document generation in multiple ways, including from a Formstack Forms submission or by adding a Documents button directly to your Salesforce layout. Read this help article to learn how to set up your own Salesforce document generation workflows.
How to integrate Formstack with Salesforce?
Why do you need to replace Salesforce forms?
What is Salesforce custom object?
Can you use Formstack with Salesforce?
Can you map multiple fields in Salesforce?
Can you update a Salesforce form?
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About this website
Does Formstack work with Salesforce?
Formstack also enables you to manage forms built directly in Salesforce via our Salesforce app.
How do you integrate Formstack?
Integrations can be added on a form by form basis. To add an integration, go to your form > Settings > Integrations. In the Available Integrations section, you can search for the integration you would like.
What is Formstack in Salesforce?
The Formstack Salesforce Application is the perfect tool for building a Form inside Salesforce and seamlessly connecting to multiple Salesforce objects at one time. You can also use information already stored in Salesforce to prefill forms and keep data clean.
Is Formstack a CRM?
Formstack helps you create and manage any of your documents easily and smoothly. Make life easier with CRM document automation. Easily upload your data and pass it to multiple documents at once. Use set conditions to control where are sent.
Does formstack have an API?
The Formstack API allows users and 3rd-party applications to access Formstack resources programmatically. This API conforms to REST principles.
Is formstack free?
We offer a free account and trial. Below is a breakdown of each plan. Trial: Is provided to potential customers for 14 days based on a chosen platform. The available platforms are Starter, Teams, and Pro.
What can formstack do?
With Formstack’s full suite of products, you can automate manual processes that matter most to your business. Capture data, populate information into custom documents, and collect eSignatures—all on one, secure platform.
What is formstack documents?
Combine Formstack Forms with Formstack Documents to bring data collection and document generation together in one, easy-to-use platform. Easily gather information from your team or customers and boost productivity with seamless document creation.
How do I link a Salesforce web form?
1:283:15How to Connect a Web Form to Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe first step when you use the connector for the first time you’ll be prompted to authorize aMoreThe first step when you use the connector for the first time you’ll be prompted to authorize a connection with the Salesforce. Account you want to use. We’ve already set up the initial connections.
What is formstack platform?
Formstack is a workplace productivity platform that lets organizations create digital workflows with no-code forms, documents, and signatures. Founded in 2006, the company was created by Ade Olonoh and serves over 25,000 organizations worldwide.
Integration Overview
With Forms for Salesforce, you can collect data and send it to records in your Salesforce account. Track, manage, and develop customer relationships with one, easy-to-use platform.
Partner Overview
Salesforce is the world’s #1 customer relationship management (CRM) platform. They help your marketing, sales, commerce, service, and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
How to upload a file to Formstack?
Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to. Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.
How to create a custom object in Salesforce?
First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:
How to integrate Formstack with Salesforce?
To integrate a Formstack form with Salesforce, follow these quick steps: 1. Once in the chosen form, go to Settings > Integration Hub > Customer Relationship Management, and click the Add button below Salesforce. 2.
Why do you need to replace Salesforce forms?
The reasons are simple. Replacing your Salesforce forms with Formstack forms gives you more control over your forms, prevents spam, and uses client-side validation. It also gives you access to helpful Formstack functionality, such as Routing Logic, customized messages, and multiple redirect URLs.
What is Salesforce custom object?
Objects already created for you by Salesforce are called standard objects while objects you create are called custom objects. Once an object exists or has been created in Salesforce, it can be added to the Formstack Salesforce integration settings for mapping from the form. You can add multiple objects to your integration settings …
Can you use Formstack with Salesforce?
To use Formstack’s Salesforce integration, your organization must use the Performance, Unlimited, Professional, Developer, or Enterprise editions of Salesforce. Also, it is recommended that you create an API-only user at Salesforce and that you create a security token to use with the API.
Can you map multiple fields in Salesforce?
Currently, there is no option to map multiple form fields to a single object in Salesforce. 2. Value. This option is used to link a Salesforce object to a specific value, such as an account ID. Once Value has been selected, you can enter a specific object value in the available box.
Can you update a Salesforce form?
If you integrate your Formstack form with Salesforce, you can update existing records via Saleforce’s upsert feature. This feature allows you to avoid unwanted duplicates when data is submitted to Salesforce from a Formstack form. For example, if you include an Email Address field on your form and check the Upsert option in the Salesforce integration settings, any record already linked to that email address will be updated. If you don’t check upsert, a new record will be created upon each submission.
Why Formstack?
Introduction to Objects
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Once your credentials have been added, a dropdown list of objects from your Salesforce account will populate. Objects represent Salesforce database tables that contain your organization’s information. Objects already created for you by Salesforce are called standard objects while objects you create are called custom objects. Once an object exists or has been created in Sales…
Mapping Objects
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When you choose an object from the dropdown list in the Formstack Salesforce integration settings, the fields for that object will appear, and you can map the fields on your form to the fields in Salesforce. There are four options available for mapping form fields to Salesforce objects: Field, Value, Lookup, and Link. 1. Field.This option is used strictly for mapping fields fro…
Updating (Upserting) Records
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If you integrate your Formstack form with Salesforce, you can update existing records via Saleforce’s upsert feature. This feature allows you to avoid unwanted duplicates when data is submitted to Salesforce from a Formstack form. For example, if you include an Email Address field on your form and check the Upsert option in the Salesforce integration settings, any record …
Email Options
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The Formstack Salesforce integration includes a series of email options that can be enabled depending on how you want to automate your organization’s processes for object generation and support. Here is what the various options provide: 1. Use Default Assignment Rule:This setting ensures that any assignment rules (such as “assign all new contacts to John”) run when the Sale…
Additional Information
- To use Formstack’s Salesforce integration, your organization must use the Performance, Unlimited, Professional, Developer, or Enterprise editions of Salesforce. Also, it is recommended that you cr…
- If you are sending file attachments to Salesforce, you must store your data in the Formstack database or those files won’t be transferred. For more information on adding attachments to …
- To use Formstack’s Salesforce integration, your organization must use the Performance, Unlimited, Professional, Developer, or Enterprise editions of Salesforce. Also, it is recommended that you cr…
- If you are sending file attachments to Salesforce, you must store your data in the Formstack database or those files won’t be transferred. For more information on adding attachments to your Salesfo…
- Some common errors you may experience when setting up and using the Formstack Salesforce integration are detailed in this Support webinar.Note that there is an “Error Handling” section in the integ…
