{"id":86206,"date":"2025-04-14T09:30:00","date_gmt":"2025-04-14T16:30:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?post_type=sf_video&#038;p=86206"},"modified":"2025-04-11T14:04:32","modified_gmt":"2025-04-11T21:04:32","slug":"formstack-data-collection-automation","status":"publish","type":"sf_video","link":"https:\/\/www.salesforce.com\/news\/stories\/video\/formstack-data-collection-automation\/","title":{"rendered":"Automating the Mundane: How Formstack is Driving Efficiency and Case Deflection with Agentforce\u00a0"},"content":{"rendered":"\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-vidyard wp-block-embed-vidyard video-post-hero\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/8H7GVbRkS4vsWh3Tea2pR2.jpg\"  data-uuid=\"8H7GVbRkS4vsWh3Tea2pR2\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"187\"\/>\n<\/div><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.linkedin.com\/company\/formstack\/\" target=\"_blank\" rel=\"noreferrer noopener\">Formstack<\/a>, a data activation platform with native document generation and form builder packages on the Salesforce AppExchange, is helping customers automate the mundane with AI agents.<\/p>\n\n\n\n<p>Here are some key ways Formstack\u2019s customers are implementing Agentforce:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Increasing Efficiency:<\/strong> A marketing firm Formstack works with reduced the time to prepare a document brief from 40 hours to just a few hours by using Agentforce to analyze data with their Data Cloud.<\/li>\n\n\n\n<li><strong>Case Deflection:<\/strong> Since Agentforce is embedded within the larger Salesforce ecosystem with access to unique customer profiles and company specific documentation, companies can provide instant answers to customer questions, deflect support cases and empower human support agents to focus on more complex issues.<\/li>\n\n\n\n<li><strong>Accelerated Time to Value: <\/strong>Agentforce seamlessly integrates with existing Salesforce workflows, automations, and data within Data Cloud, eliminating the need to redo processes or move data across different platforms,<\/li>\n<\/ul>\n\n\n\n<p>\u201cYour agents can be as trustable as a human, and sometimes even more, because they understand all the intricacies of what you&#8217;re providing,&#8221; said Formstack Senior Engineering Manager, <a href=\"https:\/\/www.linkedin.com\/in\/theriaultma\/\" target=\"_blank\" rel=\"noreferrer noopener\">Marc-Andr\u00e9 Th\u00e9riault<\/a>.<\/p>\n\n\n\n<p>Whether it&#8217;s processing student admissions, patient intake in healthcare, or managing wealth management portfolios, Agentforce, combined with Formstack&#8217;s native solutions, automates data collection and document generation directly within the familiar Salesforce environment.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Formstack, a data activation platform with native document generation and form builder packages on the Salesforce AppExchange, is helping customers automate the mundane with AI agents. Here are some key ways Formstack\u2019s customers are implementing Agentforce: \u201cYour agents can be as trustable as a human, and sometimes even more, because they understand all the intricacies [&hellip;]<\/p>\n","protected":false},"author":176,"featured_media":86210,"template":"","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"footnotes":""},"sf_content_type":[1728],"sf_topic":[20528,1737,2498,1744,2798],"sf_product":[19930],"sf_industry":[],"sf_location":[1798],"sf_collection":[],"sf_visibility":[],"coauthors":[2027],"class_list":["post-86206","sf_video","type-sf_video","status-publish","has-post-thumbnail","hentry","sf_content_type-snapshots","sf_topic-agents","sf_topic-artificial-intelligence","sf_topic-automation","sf_topic-customer-success","sf_topic-data","sf_product-agentforce","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Automating the Mundane: How Formstack is Driving Efficiency and Case Deflection with Agentforce\u00a0 - Salesforce<\/title>\n<meta name=\"description\" content=\"https:\/\/play.vidyard.com\/8H7GVbRkS4vsWh3Tea2pR2 Formstack, a data activation platform with native document generation and form builder packages on the\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/news\/stories\/video\/formstack-data-collection-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automating the Mundane: How Formstack is Driving Efficiency and Case Deflection with Agentforce\u00a0\" \/>\n<meta property=\"og:description\" content=\"https:\/\/play.vidyard.com\/8H7GVbRkS4vsWh3Tea2pR2 Formstack, a data activation platform with native document generation and form builder packages on the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/news\/stories\/video\/formstack-data-collection-automation\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/salesforce\/\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2025\/04\/Automating-the-Mundane_-How-Formstack-is-Driving-Efficiency-and-Case-Deflection-with-Agentforce.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@salesforcenews\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n\t<meta name=\"twitter:label2\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data2\" content=\"Salesforce Newsroom\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/video\/formstack-data-collection-automation\/\",\"url\":\"https:\/\/www.salesforce.com\/news\/stories\/video\/formstack-data-collection-automation\/\",\"name\":\"Automating the Mundane: How Formstack is Driving Efficiency and Case Deflection with Agentforce\u00a0 - 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