Blog

4 Most Asked Questions About Formstack for Salesforce

Blog

4 Most Asked Questions About Formstack for Salesforce

Blog

4 Most Asked Questions About Formstack for Salesforce

Blog

4 Most Asked Questions About Formstack for Salesforce

Blog

4 Most Asked Questions About Formstack for Salesforce

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Blog

4 Most Asked Questions About Formstack for Salesforce

Ashley Alexander
/
December 7, 2021
Blog

4 Most Asked Questions About Formstack for Salesforce

MIN
/
December 7, 2021
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When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

Blog

4 Most Asked Questions About Formstack for Salesforce

Blog

4 Most Asked Questions About Formstack for Salesforce

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When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

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4 Most Asked Questions About Formstack for Salesforce

Not familiar with Formstack for Salesforce or need a refresher? Here are answers to four of the most commonly asked questions.
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When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

When working with complex software like Salesforce, simplification is key. And there’s no better way to simplify than with Salesforce automation solutions like Formstack. Formstack for Salesforce is an all-in-one form, document, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. 

By automating your Salesforce workflows, you can streamline critical processes, eliminate busywork, and open up more room to focus on customers and bigger projects—all without needing special technical knowledge. If you’re not familiar with Formstack’s Salesforce solution or need a refresher, here are answers to four of the most commonly asked questions about Formstack for Salesforce.

1) What is the difference between Forms for Salesforce and Formstack’s Salesforce integration?

Forms for Salesforce and our Salesforce integration are two different but equally powerful form solutions for Salesforce. The integration lets you collect information via a Formstack form and then pass that information to Salesforce. Your data lives in Formstack, but information can be sent from one tool to another automatically. This is a great option if you collect most of your data outside of Salesforce and need just a few forms for your org.

Forms for Salesforce lets you build and publish forms directly on the Force.com platform. No integration is required. Your data resides entirely within Salesforce, and you can easily connect your forms to other Salesforce systems. This is the best option if you need to collect most or all of your data within your Salesforce org.

2) Can you prefill forms with data from custom objects?

Yes! With Forms for Salesforce, you can streamline data capture by connecting forms to any standard or custom object. Forms can be dynamically prefilled so you can easily verify and update records without having to do manual data entry. By prefilling a form before a user has to think about it, you’ll create a better, more personalized experience. You’ll also ensure that the information you have on your customers is accurate.

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce

3) Do you offer encrypted fields for pushing sensitive data into Salesforce?

Yes, this can be accomplished through our NativeCloud plan. NativeCloud offers the full ease of use and flexibility of Formstack with the security, privacy, and reliability offered by the Force.com platform. The plan provides complete HIPAA and PIPEDA compliance for all data submitted on your forms and surveys, ensuring your client's personal information is encrypted and never shared with or stored on third-party servers.


4) Is Documents and Sign separate from Formstack for Salesforce?

Yes, Documents and Sign are separate Formstack products. However, while these products are great solutions on their own, they are most powerful together. Documents for Salesforce allows you to automate document generation with data from your Salesforce org. Paired with Sign, our eSignature software, you can easily produce contracts, invoices, and other documents and send them for signature as part of the Salesforce user experience. With Forms for Salesforce added to the mix, you can create a complete, end-to-end solution for all your data collection, document generation, and eSignature needs.


These questions only scratch the surface of Formstack for Salesforce. For more information on how our Salesforce solution can help you stay more agile and simplify workflows, check out this webinar.

Ashley Alexander
Ashley is the Senior Copywriter at Formstack. She spends most of her time writing, reviewing, and editing copy for web pages, emails, sales docs, and other promotional content. Before joining the Formstack team, she studied Professional Writing, Creative Writing, and Anthropology at Purdue University. She currently lives in Indianapolis, Indiana.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Ripple Effect. She manages Formstack's blog and long-form reports, like The Rise of the No-Code Economy.