Formstack for Salesforce has made The Better List! The Better Partners team built The Better List to help you find the best possible tools for your business, while on a budget. Therefore, our tech geeks did the research for you. We’ve based our recommendations on six parameters based on capability, cost, and customer service (check out this blog to get the full scoop on The Better List).
The Better Partners team has used Formstack for Salesforce with multiple customers to create seamless processes including onboarding new customers, updating contact information, surveys, program applications, and many more. It’s a fast, easy, and native to Salesforce tool for streamlining collecting critical data. Hence, it made The Better List. Normally, it’s cumbersome to capture all of the threads of information coming in thought email. And, it requires double data-entry to get that information into a Salesforce record, which may be a barrier for your team to adopt good data practices.
Formstack for Salesforce is a 100% native form builder that lets you create, publish, and manage forms directly inside your Salesforce org. Data is collected, processed, and stored within Salesforce, leveraging Salesforce security and automation features.
Use Case(s)
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Lead & inquiry capture: Create public forms that write to Leads or custom objects and hand off to your existing Salesforce automation.
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Event registration & program intake: Register attendees as Campaign Members and update related custom objects with Dynamic Prefill.
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Service requests & case updates: Route submissions into Cases or related objects and trigger assignment or follow-ups in Flow.
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Internal HR/ops forms: Collect onboarding or change requests with conditional sections and repeatable rows.
Feature Highlights
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Drag-and-drop native builder tied to standard or custom objects.
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Dynamic Prefill to personalize forms and reduce duplicate entry.
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Conditional logic & rules to show/hide fields or sections.
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Repeatable sections for lists like attendees, items, or dependents.
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Security & compliance aligned to Salesforce’s model, with HIPAA options for native deployments.
How Formstack for Salesforce Performs Based On The Better List Criteria:
Feature Rich Configuration
Formstack for Salesforce is quick and easy to build forms. You can directly map Salesforce fields as well as general data fields on the same form. A great benefit is being able to re-label the form field. You can label the form field as a long question or description, while keeping the field in Salesforce short and simple. It is a native Salesforce application. You get all the advantage of your Salesforce features including triggering automation, send notifications, update records, or send a follow up form.
Formstack can be used as stand-alone forms or you can create a personalized link tied directly to a record within Salesforce. This is a great option for updating record data or directly relating new responses to your existing Salesforce data. For example, you can pre-fill a form with contact information, ask a series of questions, and have those answers either save to the contact – or to a new related record to the contact.
Formstack is provided by Intellistack and also offers a suite of products including document generation and e-signature.
Cost/Benefit
A single user can create all the forms for your organization. You don’t need a license for each Salesforce user to take advantage of forms. Once a form is built, other Salesforce users can reference the forms by a general link or a personalized link on a record. A common use-case is to embed the Formstack form directly on your website.
The more forms and use cases you have, the more benefit you’ll receive from Formstack.
Look Before You Leap
Formstack for Salesforce is designed for teams that want to stay fully within the Salesforce ecosystem. If your organization already uses an external marketing automation platform with built-in forms, you may find some overlap. It’s also important to consider licensing needs, as each user who builds or manages forms requires a license.
The good news is Formstack for Salesforce offers a 14-day free trial so you can install the app in your own org and test its functionality before committing.
Multi-User Capabilities
Formstack supports collaboration across multiple departments. Marketing can design lead forms, service teams can create customer request forms, and HR can use forms for employee onboarding — all from the same platform. Permissions and sharing rules follow Salesforce’s native model, so admins can control who creates, edits, and deploys forms. This makes it easy for different teams to adopt the tool without stepping on each other’s toes.
Strong Community Value
Formstack has a broad user base across industries, and the Salesforce-native product has an especially active community of admins and consultants. Resources include a knowledge base, webinars, and documentation tailored for Salesforce professionals. Many Better Partners clients have leveraged this community to accelerate adoption and learn best practices from others who’ve successfully implemented the tool.
Responsive Customer Support
Formstack is known for its customer support, offering onboarding help, training materials, and a responsive support team. Because the Salesforce version is a fully native app, their support staff is familiar with Salesforce terminology and setup, which shortens resolution times. Customers consistently report that issues are resolved quickly and that the support team is proactive in helping configure forms to meet specific business requirements.
Is Formstack for Salesforce Right For You?
If you have multiple surveys, “contact us” forms, and other data collection needs this tool might be for you. It’s one of the fastest and easier form tools we’ve found. Formstack for Salesforce is a great options for organizations that want to streamline data collection with Salesforce and do not need to integrate with other platforms.
If you’d like to learn more about how it could increase productivity and help your team save time, connect with our team at Better Partners. And, to learn about more of our favorite process and productivity tools, check out The Better List. You can also use our partner link to start a 14-day trial of Formstack for Salesforce
