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Salesforce Higher Education Automation

Create a connected campus with Salesforce automation

Build Salesforce higher education automation workflows that simplify data management, improve student engagement, and streamline work across departments.
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Over 1,000 colleges and universities use Formstack

Realize your Salesforce vision

Formstack makes Salesforce higher education automation a seamless experience with powerful data collection, document generation, and digital signatures.
100% native form builder

100% native form builder

Our Salesforce form builder is 100% native, meaning you can avoid the hassle of ever having to map fields or sync data.

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Progressive data capture

Progressive data capture

Streamline your data collection process and continuously build upon a 360-degree view of your students without having to complete repetitive Salesforce forms.

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Automated document creation

Automated document creation

Use the data you collect from student application and enrollment forms to auto-generate custom documents and deliver them to students with the click of a button.

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100% native form builder

Digital signature collection

Automatically populate information into multiple documents at once and send them to students and staff to sign from any device.

Powerful security and compliance

Powerful security and compliance

Formstack for Salesforce offers HIPAA compliance and meets FedRamp, FERPA, and SOC standards as part of our NativeCloud Pro plan. Easily collect sensitive data while maintaining your peace of mind. For more info on compliance standards, see compliance.salesforce.com.

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
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Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

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Salesforce higher education automation solutions

Recruitment & Admissions

Streamline the student recruitment and admissions experience to boost staff productivity and enhance the student recruitment process.

Enrollment

Eliminate paper from the enrollment process and strengthen relationships between students and staff to create a connected learning environment.

Student Engagement

Improve student engagement with streamlined workflows for course selection, student satisfaction surveys, financial aid, and scholarship advising.

Student Experience

Connect with students across campus via automated systems within Salesforce that collect their feedback without slowing them down.

Advancement & Donors

From event registration to donation collection, create personalized digital experiences that connect and engage donors and alumni.

Marketing

Optimize campaigns and automate processes to enable easy sign-up for campus tours and capture prospective student interest.

Native Builder

Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.

Native Builder

Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.

Progressive Data Capture

Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.

Progressive Data Capture

Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.

Automated Document Creation

Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.

Automated Document Creation

Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents.

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