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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 part of Salesforce?
“Our company got Formstack for Salesforce, and it has simplified so many things on our end. It makes it super easy to gather information from prospects…” “Formstack's support team understands the support a partner needs, takes time to understand where we are in the implementation, and prioritizes accordingly.”
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.
Is formstack GDPR compliant?
Formstack can help you stay GDPR compliant by giving you an easy way to state your intentions, link to privacy policies, and collect opt-in consent. Keep in mind that not all forms are impacted by GDPR laws.
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.
Is formstack PCI compliant?
The Payment Card Industry Data Security Standard (PCI DSS) helps protect sensitive cardholder data online. With our PCI compliant credit card fields, you can collect payment data safely and reduce the risk of security breaches.
Can you save a mapping in Formstack?
As you build your Formstack Mapping, you can save it and return to it at any time as you gather requirements and design your document in Formstack Documents. If you are working with a new mapping, you can Save or Save & Activate. If you choose to Save, you will be able to activate the mapping later.
Can you generate documents on demand in Salesforce?
Not only do you have the option to set up criteria for generating documents automatically, but users can also generate documents on demand using the Formstack Documents' button on a Salesforce record. The objects currently supported by WebMerge are: Account, Case, Contact, Contract, Lead, and Opportunity.