The free edition of Formstack is limited to the creation of a maximum of two forms.
All editions of Formstack allow for an unlimited number of form submissions.
What constitutes a licensed Formstack user for Salesforce?
A user is anyone who needs to create or modify Salesforce forms for your organization. If you have one person on the team responsible for creating or modifying your forms, you'll only need one subscription.
Any paid subscription of Formstack will cover either the embed code or hosted form publishing options.
Not at all! Formstack allows you to publish your form to the web in one of two ways: embed code and hosted form. If you don't have your own website or are unable to access your website for changes, simply use the hosted form option to get an instantly-available link to your form.
By default, all submitted records from forms created in Formstack will be owned by the individual that installed and authorized Formstack for use in your organization. To change ownership of records submitted via a form, simply drag in the 'Owner' field from the list of available fields from your object and select a different default owner in the field options.
Yes! Formstack offers the ability to take any Salesforce numeric value field and display it as a Net Promoter Score rating field or a star rating field with a configurable number of stars. Also available is the ability to represent picklists as checkboxes or radio button lists.
With Formstack free edition, you can create up to two (2) forms to capture data into Salesforce accounts, leads, contacts or cases. Any forms created prior to moving to the free edition will count towards your two-form limit.
- Related objects
- Salesforce lookup fields
- Prefilled forms
- Signature fields
- Flexible form controls
- Rule editor
- Style editor
- Upsert fields
- Payment fields
- File uploads
- Send By Email publishing option
- Export Links publishing option
How is the Formstack for Salesforce App different than the Salesforce integration Formstack offers?
The integration available on Formstack's Platinum plan allows you to build forms in Formstack then connect them to your Salesforce Enterprise instance to create/update records in Salesforce in addition to the submission data being stored directly within Formstack. The Formstack for Salesforce native application on the AppExchange allows users on any edition to build forms while logged into Salesforce. This lets you seamlessly connect to multiple Salesforce objects at one time. You can also use information already stored in Salesforce to prefill forms and keep data clean. If your form data will be 100% tied to Salesforce, the app is a quicker, easier way to get your data into Salesforce. More details can be found in our Comparative Guide.