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    PUSH Buffalo

Salesforce forms for a non-profit housing organization

About PUSH Buffalo

PUSH Buffalo ↗ was founded in 2005 to create quality affordable housing in Buffalo. Their mission is to mobilize residents to create strong neighborhoods with quality, affordable housing; to expand local hiring opportunities; and to advance racial, economic, and environmental justice in Buffalo.

What made PUSH Buffalo choose Formcrafts?

Yes, we previously used NinjaForms. While it was a decent form builder with integrations to WordPress and Salesforce, I found it wasn't very user-friendly. Additionally, the direct integration with WordPress limited its flexibility, as every form had to be publicly accessible.

We also explored FormAssembly and FormStack, but their pricing was beyond our budget. Formcrafts, on the other hand, offers the functionality we need at a more reasonable price point, along with greater flexibility and ease of use.

How does Formcrafts compare to their previous form builder?

Compared to our previous form solution, Formcrafts is a significant improvement. The previous system was clunky and lacked the variety of features that Formcrafts offers. The Salesforce connector, along with the SOQL editor and dynamic response functionality, allows us to create impressive forms that can both pull and push data seamlessly. These features are integral to every form we've built.

I’m also extremely impressed with Formcrafts’ support. They are highly responsive—usually providing answers within a day—and have been wonderful to work with. Whenever an issue arises, they investigate thoroughly, and if there’s a feature request, they either implement it or add it to their roadmap. Their excellent support alone makes the service well worth the price.

How does PUSH Buffalo use Salesforce forms?

We use Formcrafts across various functions within our organization. Primarily, it serves as an intake form for our programs, helping us gather essential information from participants. We also use it for student preregistration and as a punch clock and attendance tracker. Additionally, we are exploring its potential for managing memberships and creating dynamic scripts for phone banking.
First step of PUSH Buffalo's membership form
Membership form
  • The first step gives visitors the option to find their existing account (using a dynamic picklist), create a new account, or get help with the form.
  • If they are an existing member, they can view their profile info and choose to update it. For example, the form display's the last 4 digits of their phone number (using form prefill) and gives them an opportunity to update it (using conditional workflows)
  • If they are a new member, the form asks for personal and contact details and creates a new account (using conditional workflows)
  • If they need help, the form gathers their contact information and comments, and creates a new task in Salesforce (using conditional workflows)
  • Additionally, the form allows visitors to pay their dues (using Stripe)
First step of PUSH Buffalo's attendance form
Attendance form
  • Allow visitors to find their name (using a dynamic picklist) and then see their current enrollment status (using form prefill).
  • If they are currently enrolled, allow them to sign-in. This creates a new attendance record in Salesforce (using workflows).
  • If they are not currently enrolled, show them a list of programs they can enroll in today (using a dynamic picklist). The program list is specific to each student.
  • If they choose to sign-in as a guest, allow them to select from a list of all active programs (using a dynamic picklist).
  • Certain programs are age restricted. Using conditional logic, the form compares the user's age with program's minimum age to show an error message if necessary.
First step of PUSH Buffalo's event signup form
Event signup form
  • Display active tours, or disable the form if no tours are available.
  • Allow visitors to enter their contact information and select the tour they want to attend.
  • Each new signup triggers the generation of a PDF, creation of an Asana task, a thank-you email, and a notification to the tour administrator through workflows.

Features used by PUSH Buffalo

PUSH Buffalo uses a wide gamut of Formcrafts’ features to create their Salesforce forms ↗. Here are some of the key features they use:

Multi-step layout

Multi-step layout allows them to divide a complex form into manageable sections, creating a more natural intake process. For example, a signup form can include three steps:

  1. New or existing member
  2. Personal details
  3. Get consent and submit

Conditional logic

Conditional logic adapts forms based on user input or prefilled Salesforce information. For example:

  • If a user is an existing member, show their current profile information.
  • If a user is a new member, ask for their personal and contact details.
  • If the user is under a certain age, show an error message and disable form submission.

Salesforce prefill

Salesforce prefill allows PUSH Buffalo to pull the record of a particular user based on a dropdown selection or unique identifiers such as email. This pulled information is used to prefill the form.

Learn how to use Salesforce form prefill →

Dynamic picklists

Dynamic picklists allow visitors to select a record from Salesforce. This could be all available records, or a filtered selection. For example:

  • A list of all currently enrolled students
  • List of active programs for a particular student

Learn how to use Salesforce dynamic picklists →

Create or updated records in Salesforce

Lastly, PUSH Buffalo uses Formcrafts to create or update records in Salesforce. For example:

  • If a user is an existing member, create a new attendance record.
  • If a user is a new member, create a new account and then create an attendance record.

Learn how to use forms to create records in Salesforce →