Formstack is a form building tool that can be used to create dynamic forms in Salesforce. It allows users to build registration forms, surveys, and collect data from users. Formstack has features like conditional logic, lookups, picklists, and integrates with Salesforce objects. The speaker provides an overview of Formstack's capabilities and benefits, use cases, features, limitations, and demonstrates how to install, create, and publish a form.

1. Salesforce Admin Group, Trichy
Forms for Salesforce - How to
use Formstack in Salesforce?

2. Kadhar Basha J
Salesforce Admin Group, Trichy
Trailblazer Community Group Leader
MST Solutions
Sundaravel J
Salesforce Admin Group, Trichy
Trailblazer Community Group Co-Leader
MST Solutions
Salesforce Admin Group, Trichy

3. Salesforce Admin Group, Trichy
Speaker
Kadhar Basha J
MST Solutions

4. Today’s Agenda
• What is Formstack?
• Use cases
• Features and Limitations
• Installation Process
• Lookup configuration
• Custom Picklist
• Questions & Answers
• Demo

5. What is Formstack?
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• Formstack is an all-in-one forms. It save time and improve User
interface with dynamically pre-filled forms.
• Very intuitive and simple use, while offering a lot of advanced
features that offer a lot of control.
• The conditional logic features allow us to build complex forms that
walk users through a process, dynamically showing or hiding fields
based on their previous selections.

6. Use cases
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• Build dynamic forms directly in Formstack and connect with Salesforce
and Create a unique data collection from users.
• Used to create a Registration forms
1. Online surveys
2. Survey templates
3. Survey library
4. Themes
5. Custom logo/branding
6. Progression bar
7. Responsive design

7. Features
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• We can connect Salesforce objects into Formstack
• Hosted forms in HTML code and Links
• Add more business logics using JavaScript code
• Design form for our business requirement
• Set a redirection URL
• Create a ‘n’ number of pages.
• Add validation rules
• Send error notification to configured email

8. Limitations
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• File uploads are limited to 25mb in size
• Any changes to Salesforce fields after the creation of a form may
result in data not being pushed to Salesforce.
• A maximum of 1,000 emails can be sent using the Send By Email
feature in any 24-hour period

9. Installation
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• Install formstack from AppExchange Marketplace in Salesforce

10. Form Creation
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11. Publish
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12. Launch
DEMO