Unlocking powerful, real-time workflows without duplicating data
Formstack Streamline is built around a simple yet powerful premise: your data should stay where it belongs, but still work for you across every workflow. With the addition of Salesforce as a connected data source, we’re taking that idea even further—enabling Salesforce-driven teams to activate their CRM data inside Formstack Streamline without dealing with complex syncing or copying operations.
Let’s take a look at what this means for your organization, how it works, and where it fits within our broader Salesforce product offerings.
Why This Matters
Salesforce is the system of record for countless organizations across industries—from finance and healthcare to nonprofit and government. Until now, bringing Salesforce data into external workflows often meant building (and maintaining) complex integrations, exporting and importing CSVs, or managing middleware platforms. The result? Siloed systems, disconnected teams, and manual errors.
With this new integration, Formstack Streamline customers can now:
- Access Salesforce data directly from within workflows—without data movement or duplication.
- Classify that data automatically to identify sensitive fields like PII or ePHI.
- Prefill forms, documents, and eSignatures in real time using that data.
- Write back any updates directly to Salesforce with full fidelity.
It’s everything Salesforce admins and IT teams have been asking for—and nothing they don’t want.
Connecting Salesforce to Formstack Streamline
Once a connection to your Salesforce org is established by an Admin, Formstack Streamline will scan and catalog the data, apply automatic classification, and make it available for use in workflows via Datasets. You can connect to Production or Sandbox domains, and all configuration happens within Formstack Streamline—no external tools required.
What You Can Do with Salesforce Data in Formstack Streamline
1. Prefill forms, documents, and eSignatures
Reduce manual data entry, speed up processes, and eliminate typos. Whether it’s a new client onboarding form or an agreement template, you can map Salesforce fields to form fields in just a few clicks.
2. Write data back to Salesforce
Changes made in Formstack Streamline—whether by staff or customers—can be written directly back to Salesforce records, including standard and custom objects.
3. Classify sensitive data automatically
Upon connection, Formstack Streamline scans your Salesforce org for sensitive fields (like SSNs, medical record numbers, or home addresses) and tags them for compliance under HIPAA, GDPR, and other frameworks.
4. Maintain full compliance and security
With our Zero Data Retention model, no data is stored inside Formstack Streamline—everything is queried and updated in real time, only for the life of the session. While the data itself isn’t retained, our audit logging provides visibility into what actions were taken within a workflow. Admins can track interactions with Salesforce and other data sources without exposing the sensitive data itself.
For Whom Is This Most Powerful?
This Salesforce integration is particularly useful for:
- IT teams and data architects looking to bridge Salesforce with other systems like bespoke SQL databases, Snowflake, or EHRs.
- Operations managers building org-wide workflows that span across departments and tools.
- Healthcare, financial services, and government teams who must maintain strict compliance while unlocking real-time data flow.
- Organizations looking for a workflow automation layer with a predictable pricing model - especially as usage scales across teams.
Example Use Cases
With Formstack Streamline’s Data Fabric, it is possible to support use-cases powered by Salesforce data, or combine Salesforce data with other sources/destinations in the same workflow.
Salesforce-Only Use Cases
Volunteer Application Processing for Nonprofits: use contact data from Salesforce to prefill application forms for volunteer roles—capturing information like availability, certifications, and emergency contacts. As the applicant moves through approvals and background checks, each step updates relevant fields on their Salesforce record, keeping everything in one system and eliminating the need for middleware or manual data entry.
HR Policy Acknowledgment for Distributed Teams: use employee data from Salesforce—such as name, department, and manager—to prefill a policy acknowledgment form for distributed staff. As team members read and sign, Streamline writes a timestamped confirmation back to their User or Contact record in Salesforce, giving HR a centralized, audit-ready view of who has complied.
Contact Info Verification and Update Campaign: launch a periodic contact verification campaign using Streamline to prefill forms with existing Salesforce data, like phone number, mailing address, and email. Recipients confirm or update their information, and all changes are written directly back to the appropriate Contact or Lead record—ensuring clean, accurate CRM data without spreadsheets or manual follow-up.
Salesforce + Other Data Source Use Cases
Patient Intake in Healthcare (Salesforce + EHR): a workflow begins with patient demographic data pulled from Salesforce Health Cloud. Additional clinical data is pulled from an EHR system like Epic. The intake form is prefilled with both sources, and once completed, relevant fields are written back to Salesforce and the EHR respectively—without duplicating or storing any data.
Grant or Loan Application Review (Salesforce + SQL/ERP): a nonprofit or government agency uses Salesforce to manage applicants, while financial data resides in an ERP or SQL database. A Streamline workflow pre-fills forms with Salesforce applicant data and retrieves financial history from the ERP. Once completed, review decisions and notes are written back to both systems—keeping Salesforce up to date while maintaining compliance with internal data policies.
Summary
Salesforce as a connected data source in Formstack Streamline brings together real-time access, secure compliance, and low-code flexibility—all without the need for data replication or middleware. It’s a new era of Salesforce-powered automation, and it’s available now inside Formstack Formstack Streamline.
If you’re a Formstack Streamline user already working with Salesforce, this update is for you.
If your team is still straddling multiple disconnected tools, this is the connection you’ve been waiting for.
