You can use this option to input a Merge Field to Customize the File Owner. Update record fields - this is a major reason that customers choose to use a Salesforce delivery instead of using the Salesforce app. This option allows you to update multiple record files at once.
Full Answer
How do I use WebMerge in Salesforce?
To give Salesforce.com access to your WebMerge documents, we need to setup an API Key and API Secret in WebMerge. Visit www.webmerge.me and either sign in or create a new account. Under your Profile, click on API Access. Click on Click here to create an API Key! to get started.
What is WebMerge in Salesforce?
Formstack Documents (formerly WebMerge) - Document Generation. Create better experiences for your users and customers with Formstack for Salesforce. The all-in-one forms, documents and digital signature solution. With Formstack for Salesforce, eliminate data silos, save time and consolidate tools.
How does Salesforce integrate formstack?
Integrate Formstack Forms with Salesforce by logging into your Salesforce account within the Formstack Forms app. You'll need your username, password, and security token for access. Map form fields to the objects you want to populate in Salesforce. Multiple objects can be updated with one form submission.
What is formstack documents?
Combine Formstack Forms with Formstack Documents to bring data collection and document generation together in one, easy-to-use platform. Easily gather information from your team or customers and boost productivity with seamless document creation.
Is formstack free?
We offer a free account and trial. Below is a breakdown of each plan. Trial: Is provided to potential customers for 14 days based on a chosen platform. The available platforms are Starter, Teams, and Pro.
Is formstack part of Salesforce?
Formstack's Salesforce automation tools help teams save time and digitize processes at scale. “This is a great tool, and Formstack has excellent customer support. Highly recommend for those seeking to use in Salesforce.” “Our company got Formstack for Salesforce, and it has simplified so many things on our end.
How do I link a Salesforce web form?
1:283:15How to Connect a Web Form to Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe first step when you use the connector for the first time you'll be prompted to authorize aMoreThe first step when you use the connector for the first time you'll be prompted to authorize a connection with the Salesforce. Account you want to use. We've already set up the initial connections.
What is form assembly in Salesforce?
Introduction. FormAssembly for AppExchange is an app that allows you to access your FormAssembly account from within Salesforce, without requiring a separate login (this is also called Single Sign-On or SSO).
What is formstack used for?
Formstack is a workplace productivity platform that lets organizations create digital workflows with no-code forms, documents, and signatures.
Does formstack have an API?
The Formstack API allows users and 3rd-party applications to access Formstack resources programmatically. This API conforms to REST principles.
How do I upload documents to formstack?
To add a file upload field to your form, click on File Upload and drag it into your form. Note: Each File Upload field is limited to one upload per field, so you will need to add multiple File Upload fields if your users need to attach more than one document.