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Formstack Winter 2024 update

In this article, we will delve into the exciting Winter 2024 update from Formstack, a leading workplace productivity suite. The latest release brings a host of innovative features and enhancements designed to streamline workflows, boost efficiency, and enhance productivity. With a focus on user experience and cutting-edge technology, Formstack continues to empower organizations to digitalize their process without the need for coding. Let’s explore the key highlights of the Formstack Winter 2024 update and how they can benefit your organization.

  • Upgrade to Salesforce API v59.0

As part of the Winter 2024 release, Formstack introduces an upgrade to Salesforce API v59.0. This update allows you to leverage the latest Salesforce technologies, ensuring compatibility with the newest Netzero Cloud, Nonprofit Cloud, Education Cloud, and Health Cloud standard objects. By updating your forms to the latest API version, you gain access to enhanced product stability and support for industry cloud standard objects. This eliminates the need for creating custom objects and fields to solve specific use cases, simplifying your workflow and boosting efficiency.

Updated form-building.

To update your form’s API version, follow these steps:

  1. Duplicate your existing form from the Forms for Salesforce dashboard.
  2. Edit the duplicated form and navigate to Form Settings.
  3. Review the notification outlining the upgrade and potential impact on your form’s existing objects and fields.
  4. Select the Upgrade API Version action button in the Forms Salesforce API version field.
  5. After reviewing the duplicated form for changes, update the preexisting form to the latest API version and delete the duplicate.
  • Formstack Forms Version 4 Migration Tool

The Winter 2024 update introduces the Formstack Forms Version 4 Migration Tool, a powerful tool that allows you to seamlessly transition your existing forms to the latest and most advanced platform. With a single click, you can upgrade your forms to Formstack version 4, unlocking enhanced capabilities and ensuring access to future updates. It’s essential to note that transitioning may affect the design and layout of forms with embed codes or custom CSS. To mitigate issues, it is advisable to create a copy of your form and transition copy first, allowing for previewing and perfecting the changes.

  • Experience Cloud Save for Later

A notable addition to the Winter 2024 update is the Experience Cloud Save for Later feature. Designed specifically for forms in the Salesforce Experience Cloud, this functionality enables users to save their progress at any stage of form completion. Whether dealing with lengthy forms in student applications, legal intakes, or financial services onboarding, users can conveniently pause and resume their forms at their own convenience. This feature greatly improves the form-filling experience, providing flexibility and ease of use within the Salesforce Experience Cloud.

  • Enhanced Data Security Add-On

The Winter 2024 update also introduces the Enhanced Data Security Add-On, offering an elevated layer of protection for your Formstack account. This add-on incorporates advanced security features such as user activity logging and SMTP requirements for email sending. By implementing the Enhanced Data Security Add-On, you can enhance the security of your data transmission and protect sensitive information. The add-on also provides selective integrations with platforms like Stripe and Salesforce, ensuring stringent email protocols and AP security measures.

Other Noteworthy Updates

Formstack Winter 2024 Features

In addition to the key highlights mentioned above, the Formstack Winter 2024 update brings several other noteworthy features and enhancements and enhancements:

  1. Salesforce NetZero Cloud Compatibility

The Forms for Salesforce API have been updated to ensure seamless integration with Salesforce NetZero Cloud. This upgrade enhances compatibility and functionality within the Salesforce ecosystem, enabling a more efficient connection between Formstack and Salesforce platforms. With this update, you can leverage the full power of Formstack Forms within Salesforce to streamline workflows, enhance customer interactions, and propel your business forward.

  1. Formstack Suite Productivity Solutions

Formstack Suite, a comprehensive suite of productivity solutions, has been further enhanced with the Winter 2024 update. This suite enables you to streamline tedious tasks, keep your organization, and improve overall efficiency. Whether it’s powering data collection with versatile online forms, simplifying document preparation, or eliminating paperwork by enabling remote document review and signing, Formstack Suite has you covered.

  1. Improved Data Security Measures

Formstack understands the importance of data security in today’s digital landscape. With the Winter 2024 update, Formstack has introduced additional data security measures to provide peace of mind to organizations. The enhanced security protocols, including user activity logging and SMTP requirements, ensure that your data remains safe and protected from unauthorized access.

Conclusion

The Formstack Winter 2024 update brings a range of exciting features and enhancements designed to streamline workflows, boost productivity, and enhance data security. From upgrading to the latest Salesforce API version to leveraging the Formstack Forms Version 4 Migration Tool and experiencing the benefits of the Experience Cloud Save for Later feature, organizations can unlock new possibilities with Formstack’s innovative solutions. Embrace the power of Formstack and propel your organization to new heights of efficiency and productivity.

To learn more about the Winter 2024 update and how Formstack can benefit your organization, visit the Formstack website or reach out to their support team for assistance.

This article was written in collaboration with Formstack, a leading provider of workplace productivity solutions.

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