Use Formstack Documents with Salesforce

The Formstack Salesforce App provides a number of ways to create beautiful documents. Please review the breakdown of each method in the following article. 

This article contains some quick-start links to describe how you can use the Formstack Documents product with Salesforce.  

Once your form submissions or manual entry put data into Salesforce successfully, you can use a number of other methods to generate and deliver documents that may be better for your use case.

Here are some examples of when you may want to consider using a more advanced approach to generate documents:

• If you need to merge data into your document that is not directly in your form submission but is in a related record that is not on your form. You can also set up custom triggering logic. See process builder guide and child object guide.
• Create multiple documents from multiple related Salesforce objects. See data routing guide.
• Trigger document merges using a button click on a record detail page or report. See standard object button guide or custom object button guide.

Information about the Formstack Documents integration with Salesforce can be found here.
Formstack Documents AppExchange package support articles can be found here.