Formstack for Salesforce Plans have different limits you should be aware of. These include limits to how many users, submissions & features are available to you. This support resource will explain how each limit works and how to resolve each one. We also have a great resource here that you can check out for understanding your subscription and some of the terms you might come across.
To get a quick snapshot of your account status, visit this Status page on your Admin account.(Please note that you’ll require admin access to view this info).
Users
Each account entitles you to a certain number of users. Users can build, manage, and update forms as needed.
Once you hit the user limit you will not be able to add more users to your account.
How to Resolve:
• Upgrade to the next plan level to increase the number of users
• Evaluate which users need access to your subscription and potentially re-allocate based on needs.(Check out this article for steps on re-assigning users)
• Certain plans will have the ability to purchase users on an a la carte basis. Please contact your sales representative for more details.
Submissions
Submissions are counted across the entire account. For example, if you are on the annual Starter plan, this will allow for 12,000 Submissions to be stored per year.
If you do get close to your limit, you will receive an email notification warning you that you are approaching your submission limit and you will receive another warning email once you hit that limit.
Any submissions sent in after you exceed your submission limit will not be lost, but you will continue to recieve a link to upgrade your account. If you have a custom agreement and have a dedicated account executive, you can request a customized report detailing your submission limits.
How to Resolve:
• Upgrade to the next plan level to increase the form's submission capacity
Features
Each account plan will come with a different set of features, whether that’s additional sandbox functionality, Access to Community Forms, the ability to Search specific records with Advanced Prefill or maybe you need the form to be 100% native and built on Force.com. If you’re unsure of which plan you should upgrade to, feel free to get in contact with our sales group to discuss which plan would work best for your organization. If you’d like to get a better understanding of what’s available between each plan, we’ve got a great chart that you can check out here to determine which plan would suit you best. It’s important to note that form templates are unlimited on all plans with the primary limits being submissions and users based on plan type.
Frequently asked questions
Is it possible to migrate forms between two separate Forms for Salesforce orgs?
Yes, but the process would require some lifting from our team. For more information on pricing and to book your consultation, please click here!
If my development org is not a sandbox that’s currently setup in my production org, do I need a license for both?
You would need a license for any user that is associated with the org. If the developer org is not connected in any way to their prod org, they are two separate orgs and therefore use 2 different username logins. A license can't be shared amongst two separate, non connected Salesforce orgs.
Can I copy forms from my Formstack Forms core account into my Forms for Salesforce account?
Not at this point in time. The primary reason is that Formstack forms is data agnostic whereas Forms for Salesforce uses fields directly from your Salesforce environment.
What is the difference between the Salesforce integrations on your Formstacks Forms product and the Formstack For Salesforce product?
What if i'm on a different plan?
This page detailed how to resolve and navigate account limits that are specific to our Formstack for Salesforce plans, but if you’re on an individual or suite product plan, you can check out the articles below for similar steps on understanding your account limits.
Forms account limits
Formstack suite account limits
Sign account limits
Formstack Documents account limits