Integrate your Formstack Sign and Salesforce accounts with the use of Formstack Documents as the delivery. This gives you the ability to automatically send a signed document directly into your Salesforce instance.
To set up this integration, you need a Formstack Sign and Documents as well as access to your company’s Salesforce account. See more here on setting up your accounts!
Set up your Delivery for Salesforce
Step 1: From the Formstack Document, connect to Salesforce from New Delivery > Salesforce from the list of options.
Note: If this is the first time you log into your Salesforce account from Formstack Documents, a pop-up box will prompt you to log into your Salesforce account. You can select the white down- arrow to choose whether to log into your "Production" or "Sandbox" environment.
Step 2: Once logged in, input the Merge Fields for the Record ID and Object Name (API). The Object Name (API) could be a standard Object, such as Account, or a Custom Object you’ve created.
If you are not sure which Merge Fields to use for the Record ID and Object Name (API), you can select the "Search" radio button. The "Search" function can help you find the Record ID that you are looking for. You can search using the Object Name (API), API Field Name, and/or Search for the Value.
Step 3: Choose to save the file in either Attachment or Files and enter a Description for the Salesforce document delivery.
Note: You can select the "More Options" button to view the additional options for the Delivery setup.
Some of the additional options include:
- Always send to Salesforce
- Customize file Owner(You can use this option to input a Merge Field to Customize the File Owner.):
- Update record fields - This option allows you to update multiple record files at once. (Please note that In order to update the record files, you will have to use a JSON format (example, {"API_Field_Name":"Value"})
Set up your Delivery for Formstack Sign
After you've saved your Salesforce delivery, set up Formstack Sign delivery by clicking on New Delivery and then choosing Formstack Sign from the list.
Note: If this is your first time signing into Formstack Sign, you will be prompted to sign in with your credentials.
Once signed in, you can enter the Subject line for our delivery, the Sender, and the Signee and add additional participants with the + sign.
In order to have the signed document sent to Salesforce, click on More Options > Delay other deliveries until signing complete > Send to Salesforce. (Please note that the send to Salesforce delivery option will not appear unless you set up your Salesforce delivery first.)
Once you have set up all your options, select the Save Delivery button to get started!
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.