All Features

Unify forms, documents, and digital signatures for Salesforce

Explore the features below to learn how Formstack for Salesforce can help you digitize processes at scale.

Forms for Salesforce

Forget external data mappings and frustrating data silos. Use an intuitive drag-and-drop builder to create forms, customize designs, and collect data directly within your Salesforce org.

Financial Services Cloud

Build digital-first experiences for your clients by adding native Salesforce forms, documents, and eSignatures to Financial Services Cloud.

Financial Services Cloud

Build digital-first experiences for your clients by adding native Salesforce forms, documents, and eSignatures to Financial Services Cloud.

Powerful Security

Protect your data with forms that live in Salesforce’s high-security environment. Measures include data encryption, reCAPTCHA, and multiple types of compliance.

Powerful Security

Protect your data with forms that live in Salesforce’s high-security environment. Measures include data encryption, reCAPTCHA, and multiple types of compliance.

Salesforce Drag-and-Drop Form Builder

Build Salesforce forms quickly and accurately with our intuitive drag-and-drop form builder.

Salesforce Drag-and-Drop Form Builder

Build Salesforce forms quickly and accurately with our intuitive drag-and-drop form builder.

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.

Streamline data capture in Salesforce by connecting forms to any standard or custom object. Dynamically prefill forms and easily verify and update records.

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.

Create a seamless data collection experience with Forms for Salesforce, Formstack’s 100% native Salesforce form builder.

Health Cloud

Meaningfully collect and manage health data with comprehensive healthcare forms that match the Salesforce Health Cloud data model.

Health Cloud

Meaningfully collect and manage health data with comprehensive healthcare forms that match the Salesforce Health Cloud data model.

Community Cloud Forms

Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.

Community Cloud Forms

Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.

Use Formstack’s Salesforce Community Forms feature to collect data from your customers, partners, and employees within Salesforce Community Cloud.

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.

Admissions Connect

Automate how your admissions office connects with prospective students by seamlessly adding Forms for Salesforce to your Admissions Connect data model.

Admissions Connect

Automate how your admissions office connects with prospective students by seamlessly adding Forms for Salesforce to your Admissions Connect data model.

Combine Formstack for Salesforce with Admissions Connect to meaningfully engage applicants and streamline admissions management natively within Salesforce.

Documents + Sign

Combine the power of Documents for Salesforce with Formstack Sign to create seamless workflows that automate document generation and digital signature collection.