Head over to our AppExchange listing and click the green “Get It Now” button. Log in, choose your environment (Production or Sandbox), set up your profiles, and complete the installation.
Once installation is complete, launch the Forms for Salesforce app within your Salesforce instance. You can start creating forms based on any standard or custom object within your Salesforce org.
To create your first application form, for example, choose the Primary Object and Secondary Object that includes the fields you need. This might include a Contact Record and a Test Record. Then, simply use our drag-and-drop form builder to select your fields, field types, and more.
To learn more about Formstack’s native Salesforce app, check out these help articles.