Solutions
Higher Education
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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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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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