Step 1: Go 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.
Step 2: Once installation is complete, launch the Forms for Salesforce app within your Salesforce instance.
Step 3: Start your form-building journey! Create your form, choose your Primary Object, and use our drag-and-drop form builder to select your fields, field types, and more.
To learn more about Formstack’s Salesforce native app, check out these help articles.