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#Formstack Integration토론 중인 항목 0개

I have been wanting for some time to develop our SF NPSP so that we can integrate data collected via our website (through use of a webform) into a Custom object e.g. Referrals or Training Enquiries.  I've used Trailhead and researched quite a bit but just haven't been able to get the step by step info I need to proceed with this. I'm hoping to learn if there's any training specific to just this element of work or any advice on how I could proceed would be very much appreciated. 

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  1. 2022년 5월 2일 오후 3:22

    @Charles Thompson this is a fantastic article and I will definitely try to work through the steps and see how I get on. Appreciate you spending your Sunday on this - that's real dedication..... :-D

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Need a forms solution for simple external questionnaire on the opportunity. Would like to have answers populate opp fields automatically. We are currently using Google forms and manually uploading. Communities is probably overkill for this. Need to supply a link for those external to the org. Thoughts?

 

#Forms Question  #Forms  #Gravity Forms  #Formstack Integration  #Application Forms  #Sales Cloud

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  1. Michael Brown (Salesforce) Forum Ambassador
    2021년 7월 4일 오후 5:48

    Hi Marian, 

     

    You could potentially use Salesforce Surveys for this, or a self service community that uses a flow (this would not incur community licenses). There are also 3rd party Form applications on the appexchange that are great for something like this, such as Form Assembly or Form Stack

     

    Thanks,

    Mikey

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Hi.  Can anyone share where to see the Formstack integration in the Salesforce settings?  TIA  I've looked everywhere and don't see where it's connected but I know we use it.  

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