Quick summary
The Formstack Salesforce integration is installed directly through the Salesforce AppExchange, allowing teams to build and manage native forms without leaving their CRM. This step-by-step process covers everything from finding the Formstack listing to completing the package installation in a sandbox or production org.
Steps
- Go to Salesforce AppExchange and search for Formstack - Native form builder.
- Click the Try It Free button on the Formstack listing page.
- Select Try in your sandbox to install in a sandbox environment.
- Verify your account information and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to enter your Salesforce custom domain.
- Enter your custom domain name and click Continue.
- Choose who you are installing the app for and click Install.
- Grant Third Party Access and click Continue to proceed.
- Find your installed package under Settings > Advanced Setup > Installed Packages.
