How to Connect Salesforce to Formstack

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Here’s a step-by-step guide on how to connect Salesforce to Formstack:

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1. Head over to Salesforce AppExchange and search for Formstack - Native form builder.
2. Upon locating the app, select Try It Free.
3. Proceed by choosing Try in your sandbox.
4. Review your account information and select Continue to Installation.
5. Connect to your account through Login & Install.
6. Navigate to domain setup via Use Custom Domain.
7. Input your custom domain and press Continue.
8. Set your installation parameters and click Install.
9. Complete Third Party Access and select Continue.
10. Find your installed apps under Settings > Advanced Setup > Installed Packages.