Salesforce as a Data Integration - Formstack Portal | Product Roadmap

Formstack Portal

Summer 2025

Streamline Home Page

Salesforce as a Data Integration

Documents Builder

Conga Template Migration

Basic Task Step (Assignment)

Multi-Account Membership

Spring 2025

NativeCloud Payment Formulas

Copy Document to Subaccount

Generate a DocX template with AI

Fillable Table Field

Spring'25 API Upgrade | Forms for Salesforce

Auto Delete Submissions

Winter 2024

View all submission data in a workflow instance

Winter'25 API Upgrade | Forms for Salesforce

In-App Microsoft Word Document Editor

Support LWR Digital Experience Sites

NativeCloud - Advanced Prefill

Fall 2024

Analyst User Type

SharePoint Integration Enhancements

Separate label from form title

DocsAI Knowledge Base Update

Summer 2024

New Org Standard User Granular Permissions

Suspend a subaccount

Step Submission & Workflow Completion Messages

Payment Fields for NativeCloud

AI Template Creation

Template Filtering & Sorting

Searchable Dropdowns

Rules Labelling | Rules Usability Improvements | Forms for Salesforce

Rules Paging | Rules Usability Improvements | Forms for Salesforce

Rules Reordering | Rules Usability Improvements | Forms for Salesforce

Summer'24 API Upgrade | Forms for Salesforce

Allow org admins to reset 2FA for their users

NativeCloud Payments | Paypal

Spring '24 API Upgrade | Documents for Salesforce

Spring 2024

Formstack Homepage

Workflow Step Conditional Logic

Embedded Workflows

New Documents Builder: Drag and Drop

Auto-Generate Document Template from Form

Winter 2023

Save for Later in Experience Cloud

API Upgrade Winter '23

Forms New Live Form Customer Migration Tool

Fall 2023

In-Session Signing

Submissions Search Improvements

Autosuggest - Single Value

Salesforce API Upgrade

Suite Template Library

Documents Builder Improvements

Impersonation Consent

OAuth for Microsoft 365

OAuth for Microsoft 365

New Live Form (V4)

Expand Session Timeout Options for HIPAA Plans

Encrypted Forms with Copilot

Spring 2023

Faster SSO integration of your identity provider with Formstack

Set expiration dates for your documents with Unsigned Document Expiration

Organize your work faster with a single space for workflow task management.

Match to your Salesforce data model with grandchild object support.

Fall 2022

Stay on top of Formstack Sign usage

Track your Formstack Documents usage

Set Sign Reminders in Formstack Documents

API Upgrade Release

Spring 2022

Find value faster with quickstart Documents templates

Manage your accounts faster with Formstack Subaccounts

Access more ways to streamline your Formstack login

Reduce manual set up with Dependent Fields

Save time with your point-n-click tools using Conditional Prefill

Winter 2022

Simplify form completion with Field Prefill

Speed up form creation with Saved Fields

Keep progressing with Workflow Forms Save and Resume

Introducing the New Formstack Documents Drag-And-Drop Builder ‍

Grandchild Objects for Salesforce Forms

Salesforce Search

Dynamic Prefill

Dependent Picklists

API Upgrade Spring '24 | Forms for Salesforce

Forms File Upload Improvements

Contextual Workflow Mapping Tooltips

Product Management Software by Productboard

Salesforce as a Data Integration

0

KD

Kait Dekker

Posted on May 12

Connect your Salesforce data directly to Formstack Streamline. You’ll be able to prefill forms, documents, and eSignatures with live Salesforce data—and send updates back automatically—eliminating the need for manual data entry or reconciliation.

Salesforce as a Data Source in Formstack Streamline