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Generating Documents from Salesforce Records Using Formstack Documents

In this webinar, we show you how to map Salesforce data to Formstack Documents.

Christina Adkison

Customer Support Specialist

Formstack

Daniel Pool

Customer Support Specialist

Formstack

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Teaser Video

What will you learn in this webinar?

Using Salesforce to manage your business can help you keep customer information organized and streamline your daily operations. Add Formstack Documents (formerly known as WebMerge) to the mix and you can cut the time you spend on paperwork to almost zero! In this webinar, we show you how to map Salesforce data to Formstack Documents. Learn how to run documents from ListView, merge them from Salesforce reports, and more.