As an application natively built on Salesforce, Formstack Forms for Salesforce enables you to build forms directly on your Salesforce data model. This means that you can set up, manage & evolve forms in a no-code or low-code manner – faster than other ways to create forms that are more complex to manage and involve bi-directionally syncing data to external systems.
Object Models for your form
When configuring your form, you will choose a primary object to start with. You will then be able to use fields from any of these objects on your form through drag-and-drop:
- The Primary Object
- Any Lookup Objects on Primary Object
- Any Child Objects of Primary Object
- Any Grandchild Objects of Primary Object
Examples:
Here are some examples of the types of object structures you can set up on your Formstack Forms for Salesforce form:
|
Industry |
Use Case |
Object Model |
|
Financial Services |
Loan Application form |
Form submission creates new opportunities & using the opportunity contact role (child object) also adds contacts (grandchild) |
|
Education |
Student Application form |
Form submission creates a new application object with a repeating child object for education history |
|
Non-profit |
Donation form |
Payment form using a custom transaction object, created when there is a transaction |
|
Multiple |
Event registration |
Create a new campaign member with contact & event information (prefilled) with a lookup to the campaign |
|
Multiple |
Post-event survey |
Prefill link on campaign member with a lookup to the contact and the campaign |
|
Multiple |
Post-case survey |
Prefill link that prefills Contact and Case object data, but allows for write/editable fields regarding a Feedback object |
|
Patient Intake |
Webform or Emailed form Intake |
Could be embedded to a website for new patient intake or prefill URL emailed to an individual to collect Contact, Medication, and Medical History data |
|
Multiple |
Request for Quote |
Website embedded form creates Opportunity, Opportunity Products, and Contact (potential upsert) |
|
Multiple |
Timesheet Submission |
Prefill link that prefills a contact record created/updated, and creates new Timesheet (child) and time entry (grandchild) objects https://app.gong.io/call?id=8392494619780701876) |
|
Software |
Subscription Renewals |
Prefill link prefills Account data, creates renewal Opportunity and Opportunity Line Items to renew software subscription |
For more on repeating child objects, see repeatable objects & sections.
With Lookups, you have two options:
- Use the lookup field on the form which will give your users access to a List View of records you select within the field settings.
- Add the lookup object as an object on the form so you’re able to utilize fields within that object on the form as well.
Review Lookup Fields for even more information!
Data Prefill on your Forms
You are able to prefill data on your forms across any of these objects.
General Input Fields
If you are wanting to capture data on a Formstack Forms for Salesforce form that is not saved to a Salesforce object, you can use general input fields to do this. See the General Input Fields article for further detail.
Building Ad-Hoc Forms Outside of Salesforce
If you are looking to create ad-hoc forms outside of Salesforce, and selectively sync data into Salesforce, this is a use case for our Formstack.com form builder. Many customers use both products together across their enterprise.
Post Submission: Upserting Data
You will also be able to upsert on any objects on your form, review Upsert Salesforce Records for further information.
Note: Any objects that this form is going to create you won’t have access to on the form itself. For these scenarios, Forms for Salesforce is typically paired with Salesforce Flow for post form submission automation.
Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.
Are you looking for consultation or help building out your use case(s)? Team up with third party Certified Formstack experts to bring your custom projects to life.