Formstack Forms for Salesforce meets your security and compliance requirements while providing you with a native, no-code solution for administering and managing forms.
1
Native
Forms for Salesforce is built entirely within the Salesforce platform, meaning all data is collected, processed, and stored directly in your Salesforce org. No integrations or logging into another platform required.
2
Secure and Compliant
As a native solution, Forms for Salesforce uses Salesforce’s data security model and matches your Salesforce compliance standards, including HIPAA and GDPR.
3
Dynamic Pre-Fill
The dynamic prefill functionality provides exceptional end-user experiences because they never have to fill in the same data twice, and records are verified and updated without duplicating data.
4
No Code
Fully customizable forms allow you to collect the data you need. Our drag-and-drop form builder is so easy to use and quick to implement that no technical expertise is needed.
5
Sandbox Testing
Build and test forms in your sandbox first, and then confidently and easily migrate forms into your Salesforce org when they are ready to go live.
6
Partial Submissions
All form submissions, inclusive of partial submissions, are stored in your Salesforce org. Access and view data for saved-for-later submissions in the partial submissions dashboard.
7
Advanced Features
Forms for Salesforce provides advanced features such as PCI compliant payment integrations with Stripe and PayPal, conditional logic, file uploads, and automated workflows directly in Salesforce.
8
Salesforce Shield
The Forms for Salesforce Native Professional Plan is compatible with Salesforce’s top security features, including Salesforce Shield and data encryption.
One major hurdle with other form tools is the need to map form field to Salesforce API field. With Formstack, that's not necessary. Additionally, Formstack is all administered and managed INSIDE of your Salesforce org. Other form tools will require you to login to their website, create an API connection to Salesforce, manage the form inside their website, and then also setup a mapping.
Justin J.
Salesforce Consultant
Salesforce AppExchange
Meet industry standards
It only takes a few minutes to get started with Forms. Understand your users—start free, today.
In addition to offering a market-first native, no-code forms solution for Salesforce, we provide automated document generation and digital signature from your Salesforce data.