Formstack Forms & Document Generation in Salesforce

This deck explains the benefits of using forms and document generation in Salesforce, and how third-party solutions like Formstack can enhance these capabilities.

• Native Salesforce form options like Web-to-Lead, Web-to-Case, Salesforce Surveys, and Salesforce Communities Forms are discussed, but the focus is on the advantages of third-party solutions, including customization, advanced functionality, integration, support, and cost-effectiveness.
• Formstack is highlighted for its form building features, including drag-and-drop functionality, automatic saving, form validation, file attachments, rules, styling, and alerts.
• Publishing options for Formstack forms are covered, including embed codes, hosted forms, prefill links, email distribution, and export links.
• The presentation also details Formstack’s document generation capabilities, including its integration with Formstack Forms, template options, custom field mappings, rules, reporting, and e-signatures.
• Key takeaways emphasize the robustness of third-party forms compared to native Salesforce functionality, their ability to overcome Salesforce limits, the challenges of building custom solutions, the importance of file management in document generation, and the potential for automation with human intervention.

Overall, this deck provides a comprehensive overview of how Formstack can improve the forms and document generation processes within Salesforce.