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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.

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.

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.

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.

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.

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Trusted by these industry leaders

Over 1,000 colleges and universities use Formstack

Create seamless Salesforce financial services workflows

Salesforce higher education automation solutions

Seamless Salesforce healthcare automation solutions for every need

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.
Compliance

Meet industry standards

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Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
I love having Formstack as something I can just reach for when my utility bag is empty. Formstack is a workplace productivity platform that you use to kind of reimagine how you do things and just make everything simpler.
Carolyn Swartz
HR Analyst
Formstack
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack gave us a turnkey solution around health screenings, testing, and health security. It’s allowed us to serve patients in a way that is not cumbersome and gets them in and out quicker.
Dr. Jonathan Spero
President, Founder, and CEO
InHouse Physicians

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.