Salesforce Delivery

Set up Salesforce as a delivery for your Formstack Documents. Benefits of integrating with Salesforce include:

• If you want this particular Formstack Document delivered to a different section inside of Salesforce than the section where your other Formstack Documents are integrated (inside the Salesforce app).
•  If you want to update a large number of record files inside Salesforce.

Set up document

Step 1: Set up a template within a Word document. Use merge fields like {$Name}, {$Address}, {$Product} to insert your customer information. 

Step 2: Upload the template to Formstack Documents and modify Settings as needed.

Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
 

Send your document to Salesforce

Once you are done with your Formstack template, set up your document delivery to Salesforce.

Step 1: Select the Deliver tab and choose Salesforce from the list of integrations and follow the prompts to authenticate and connect Salesforce. 

Note: A lock badge icon indicates you need a Salesforce add-on in your account. Please refer to this help article to learn more. 

Step 2: Once the apps are connected, fill out the setup screen, including:

• Account: Your Salesforce login will be auto-filled. Select "Use Different Account" in order to change which Salesforce account will be used for the delivery.
• Record ID: Input the Merge Fields for the Record ID and Object Name (API). The Object Name (API) could be an Object like Account, CustomObject_c, etc.
  • If you are not sure which Merge Fields to use for the Record ID and Object Name (API), select the Search radio button to find a Record ID by Object Name (API), API Field Name, and/or Search for the Value.
• Save file in: Once you have entered your Record ID information, select whether to save the document in either Attachment or Files, and enter an optional description for the Salesforce document delivery.
• More Options: Customize the delivery further like Always send to Salesforce or Customize file Owner. The additional options available:
  • Always send to Salesforce
  • Customize file Owner: Use this option to input a Merge Field to Customize the File Owner.
  • Add custom fields for file objects: For example, include a title and it will overwrite the file title in Salesforce when saving to Files only.
  • Update record fields: This is a major reason that customers choose to use a Salesforce delivery rather than the Salesforce app. This option allows you to update multiple record files at once.
    • For example, use the JSON box to add a date field to the current date:

    • {
      "API_Field_Name" : "{$_date}"
      } (Replace API_Field_Name with the API name of the date field you want to be updated)
      

    • Another example of what this might look like for updating multiple record fields:

    • {
      "Api_Field_1": "value",
      "Api_Field_2": "value",
      "Api_Field_3": "value"
      }

    • It's important to note that true and false values(also known as boolean fields) do not need quotes around their values. For example:

    • {
      "api_field_1": true
      } 
      
      instead of  
      
      {
      "api_field_1": "true"
      }

  • Delay this Delivery: Customize when to send the delivery.
  • After a document is delivered, send a callback to: Enter the URL where you want the callback sent.
  • If an error occurs, send an email to: You can change which email address messages go to if an error occurs (by default, it will go to the email account associated with the Salesforce account).

Step 3: Select the "Save Delivery" button once you have set up all your options.

Once you have finished the setup, completed documents will be sent to your Salesforce.

 

Record the signature date for your document

Customize your Salesforce delivery further by recording the signature date.

Step 1: On your Formstack Documents template, navigate to the Settings tab and click Advanced Settings. 


 

Step 2: Check the box to use Field Map for custom integrations and save your settings. 

Step 3: Select the Delivery tab and open Edit the Salesforce delivery. In More Options, use the API Field Name from Salesforce of the date/time field you'd like to select. Then set it to merge field. 






Step 4: Select the Field Map tab and set the newly created merge field to the following merge tag to format the current date/time: {$_datetime|date_format:"Y-m-d"}T{$_datetime|date_format:"G:i:sO"}
 

FAQ

Q: How can I add a signature to my final document?

A: Check out this article that takes you through how to add a signature to your document and setup the appropriate delivery that you can use in conjunction with the steps above if you're looking to send a signed document into salesforce.