Formstack for Salesforce Pros and Cons

Formstack for Salesforce excels in providing an intuitive and seamless form-building experience. Its native integration with Salesforce ensures that data flows directly into the platform without the need for manual intervention or complex data mapping. The drag-and-drop builder simplifies creating dynamic forms, even for non-technical users, and the ability to prefill forms with Salesforce data significantly enhances the user experience. Additionally, the conditional logic and real-time data validation features ensure that only accurate and relevant information gets submitted, saving time and reducing errors. Review collected by and hosted on G2.com.

While the platform is powerful, its pricing can be prohibitive for smaller teams or organizations with limited budgets. The initial learning curve for configuring more advanced features, like custom objects and complex form logic, can be challenging without sufficient documentation or support. Additionally, the performance of forms with extensive data or complex logic can occasionally lag, which impacts usability. Review collected by and hosted on G2.com.

The best part of this product is that it easily integrates with salesforce and the corresponding records and fields. It makes it very easy to update specific records along with automate the input of others. Review collected by and hosted on G2.com.

There's been quite a few bugs surrounding this application. One of which is the order of operations in which objects are created. It should sequentially check if the record exists in our system before each insert rather than doing it in bulk. Another issue is that there are times when fields for our records just don't show up as an option. Review collected by and hosted on G2.com.

I like that I'm able to add in the objects I need to create records for in the form and then easily select the related fields to add. Review collected by and hosted on G2.com.

They have a section for javascript code which is essential for the forms functionality but the formstack for salesforce support team does not help you troubleshoot javascript issues. Which makes no sense since you need it in the forms.

Why include an area for javascript code and not support it?

Instead they suggest for you to pay a professional services team in order to get simple code help.. Review collected by and hosted on G2.com.

Formstack for Salesforce makes it possible for us to track survey results with the person who fills out the information and makes it easier to analyze data. Review collected by and hosted on G2.com.

It can be a bit complex to use and only certain people on the team can have access for privacy purposes. Review collected by and hosted on G2.com.

Seamless integration with Salesforce, so very less failures Review collected by and hosted on G2.com.

Few more configurable solutions to restrict or make rules on multi picklist fields Review collected by and hosted on G2.com.

I love how easy it is to setup a form and how simple it is to map the data back to the objects in salesforce.

This product has been so valuble in keeping information organized! Review collected by and hosted on G2.com.

The only critique I have is the app doesnt allow you to easily add help text to aid in form submissions . Review collected by and hosted on G2.com.

We love that that the solution is native to salesforce – No need for external integrations, making it a seamless experience for our team. We also appreciate the User-Friendly Form Builder that has Drag-and-drop functionality for easy and quick creation. Review collected by and hosted on G2.com.

Generally speaking - nothing major we dislike. Review collected by and hosted on G2.com.

How it is beneficial to save green energy saving papers and helping fill any sort of forms it automates process on salesforce from data collection to digital signature,

It saves time for user by eliminating repetitive and time consuming tasks Review collected by and hosted on G2.com.

Sometimes its glitchy and takes us to create over month to create a form and still glitches Review collected by and hosted on G2.com.

It is easy to create and modify forms quickly, and the results are saved as a file to the appropriate record. Review collected by and hosted on G2.com.

There are some functionality pieces we would like to have, such as more complex logic options. Review collected by and hosted on G2.com.

I have a requirement to integrate formstack with Salesforce as we need our users to sign some PDFs. We need multi level signature functionality also.

With Formstack for Salesforce, it is very easy to achieve the above functionality with no code. Implementation is really easy and just click and drop functionality.

Their customer support is also very good. They respond usually within same working day. So I will highly recommend this app to users in their frequent use. Review collected by and hosted on G2.com.

It would be great if there are more help documents/videos available. In some scenarios, I faced issues as help documents are not available properly.

But we have option to raise ticket to their customer support. Review collected by and hosted on G2.com.