Head over to our AppExchange listing and click the green “Get It Now” button. Log in, choose your environment (Production or Sandbox), set up your profiles, and complete the installation.
Once installation is complete, launch the Forms for Salesforce app within your Salesforce instance. You can start creating forms based on any standard or custom object within your Salesforce org.
To create your first application form, for example, choose the Primary Object and Secondary Object that includes the fields you need. This might include a Contact Record and a Test Record. Then, simply use our drag-and-drop form builder to select your fields, field types, and more.
To learn more about Formstack’s native Salesforce app, check out these help articles.
FormsPower your data collection with versatile online forms that don't require any coding to set up.
DocumentsSimplify document preparation so you can focus your efforts elsewhere.
SignEliminate paperwork for good by letting people review and sign documents from anywhere.
Formstack SuiteStreamline tedious tasks and keep your team organized with Formstack’s suite of productivity solutions.
Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
