Once you are inside the form builder, you will need to Add an Upload Field, click on Options and then select Validation Rules. From here, there are three "quick" options for you to choose from: image files, documents (office files), and archive files. These represent the most common types of files.
Full Answer
How do FormAssembly forms work with Salesforce?
Your FormAssembly forms can work with Salesforce in a number of ways. We'll cover each of them below. You can quickly create a form which contains fields and mappings for all your standard and custom objects and fields in Salesforce by using the Salesforce Import Tool.
How do I upload a file in Salesforce?
Version Data: This is the actual data for the ‘File,’ so we’ll map in the “File Upload” field from our form. Path On Client: This is the internal Salesforce path, so again we’ll map the actual file data, in the “File Upload” field in our form. First Publish Location ID: the ID of the object you want to associate the file to.
How do I connect my form to Salesforce?
Here's how to connect your form to Salesforce. You'll need a Salesforce account and the Professional, Premier or Enterprise Plan. There are two ways to begin your integration with FormAssembly and Salesforce. Create your form then setup the connector. Import your form from Salesforce and build the form and connector at the same time.
How do I associate a file to an object in Salesforce?
In your Salesforce Connector, begin by creating a new "ContentVersion" record. 2. You should map the Version Data field and the Path on Client field to the upload field in your form. 3. Next, for the First Publish Location ID, you will want to map that to the ID of the object you want to associate this file with.
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How do I upload files to Salesforce?
Enable the preference to upload files as Salesforce Files in Salesforce Classic in Setup. Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.
How do I upload files to Salesforce app?
To Add new files, such as docs and PDFs, from your device:Open up the File on the device, choose the share feature and the "Copy to Salesforce" button. ... After sharing into Salesforce App, the newly created Salesforce File will now show up in the "Owned By Me" Files list.More items...
How do I upload a file to API in Salesforce?
Example:Step 1: Create a Content Version.Step 2: Fetch the Content Document Id from Content Version. ... Step 3: Search with the content document id in Salesforce to display the created file. ... Step 4: Assign the file to a record by using the content document link.
How do I upload a file to a community in Salesforce?
To enable, go to Setup and in Salesforce Files | General Settings select Allow site guest users to upload files....Required Editions and User PermissionsOpen Experience Workspaces.Select Administration | Preferences, then enter your limits in the Files section on the page. ... Click Save.
How do I upload a file to Salesforce using data loader?
Refer to the field's 'Description' details in the guide linked above.Open Data Loader and click Insert.Select the Show all Salesforce objects box.Select ContentDocumentLink.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.
How do I create a new document in Salesforce?
Required EditionsFrom a Lightning page, click. , and select New Document.Add content to your new document. ... By default, your document is saved to your Private folder in Quip and to the Quip section in the Files tab. ... To link your document to record, select an object type, then enter a record name. ... Save the action.
How do I upload a data loader attachment in Salesforce?
Knowledge Article Number: 95779Create an attachments. ... Log in to the Data Loader.Select the "Insert" command.In the 'Select Sforce Object' step, select the 'Show all Sforce Objects' checkbox and then select "Attachments".Choose the attachments. ... In the mapping step, map the following fields:More items...•
How do I bulk upload files in Salesforce?
Import Documents with Data LoaderCreate a CSV file with the following fields: FOLDERID. NAME. CONTENTTYPE. TYPE. ISPUBLIC. BODY. ... Start Data Loader.Select Insert.Click Show all Objects.Click Document in 'Select Object. 'Browse to the CSV file you created in step 1.Click Next, then OK.Click Create or Edit Map.More items...
How do I upload folders to Salesforce?
Upload files to a library by selecting the library and then clicking Add Files. Library folders can also be created, renamed, and deleted using SOAP API. Note When viewing your libraries in Salesforce Classic or in mobile, you can see the folder structure that you created in Lightning Experience.
What kind of files can be uploaded to Salesforce?
All file types are supported, including everything from Microsoft® PowerPoint presentations and Excel spreadsheets, to Adobe® PDFs and image files. You can upload and download audio and video files, but you can't parse or preview them.
How to configure Salesforce Connector?
1. In your Salesforce Connector, begin by creating a new "ContentVersion" record. 2. You should map the Version Data field and the Path on Client field to the upload field in your form. 3.
How many upload fields can you have on one form?
Currently, there is a limit to the number of file upload fields that can be used within one form. Each form has a limit of 20 file upload fields, to collect 20 files. In addition, each form has a limit of 35MB per response. There is no limit across all forms, however.
Is there a limit on the number of uploads on a form?
There is no limit across all forms, however. This means that there are no limits in regards to total number of file upload fields in an account, or total number of files collected . The limits are only per form/response.
Can you map title field to upload field?
You can map the Title field to the upload field on your form. Alternatively, you can map this as a formula with a custom value for the title. This will rename your file when it is sent to Salesforce. 5. You will also need to map the Content Origin field.
Attachments vs. Salesforce Files
Before you begin working with Attachments, it's important to determine whether you'd like to create an Attachment record, or send a file upload to Salesforce Files. Salesforce is currently transitioning to the use of Salesforce Files for their file management system.
Salesforce Attachment Limit
Salesforce file size limit is 25MB per file uploaded as a file attachment, and 2GB per file uploaded as a feed attachment. For more on Salesforce limits, please click here .
Create an Attachment
If your form contains a file upload field, you can attach the uploaded files to most Salesforce objects by creating a dependent Attachment object.
Using Formula or Text for the File Name Field
If you are using a formula or text value for the mapping of the File Name field, then you will also need to include the filetype extention (e.g. .doc, .pdf, .jpg, etc.). This will happen automatically if you map the upload field itself to the File Name field, but not if you set the File Name field to “a formula or text."
Salesforce Update Connector
Create and update records in Salesforce when a form is submitted or saved by the respondent.
Access FormAssembly through Salesforce
Sign into FormAssembly and work on your forms directly within Salesforce.
Salesforce Marketing Cloud Connector
Create and update Salesforce Marketing Cloud records. Available on Premier and Enterprise Plans. Learn More!
Overview
The Salesforce Connector allows you to create or update any Salesforce object with your web forms. Here's how to connect your form to Salesforce.
Salesforce Configuration Process
There are two ways to begin your integration with FormAssembly and Salesforce.
Salesforce Authentication
Begin by selecting Connect to Salesforce unless you are using a sandbox account or a custom domain, in which case you should select the appropriate option.
Connecting Using a Custom Domain
Once you have clicked that box, you'll need to enter the custom domain that you are using and click Connect.
Salesforce API Version
When you initially create your connector and authenticate your Salesforce instance, that connector will be set up based on your current version of the Salesforce API. We recommend using Salesforce's current API version if possible.
Can you send data through Salesforce?
Our Salesforce connector can send data to any Salesforce object or field, standard or custom, which are accessible through the Salesforce API. You can send the data on submission of the form, or immediately after. Check out this help document to learn how to set up the Salesforce connector.
Can you require form respondents to log into Salesforce?
If you have an Enterprise or Compliance Cloud plan, you can require that your form respondents log into your Salesforce Community to access the form. Plus, this allows you to prefill data from their user records!
Update the most recent record, when dealing with duplicates
This was one of our most requested features! It’s especially important when dealing with duplicate records in Salesforce. Before, if the connector ran into duplicate records, you could only create a new record (and therefore keep adding dupes). Now, you can simply pick the most recent record found and update that one.
Update multiple records using repeatable sections
FormAssembly has always been able to create multiple records in Salesforce using repeated sections, but now you can also update ’em.
Implement smarter handling of update-or-create scenarios
You can set a connector to update a Salesforce record, or create a record if there isn’t an existing record to update.
Access the latest objects and fields in Salesforce
Until now, the most recent Salesforce changes weren’t available in FormAssembly because we were using an older version of the API. We’re now caught up, which means you can now access various Chatter and feed-related objects. For more details, see the Salesforce Release Notes. We’ve also improved the UI a bit:
What is Form Assembly?
FormAssembly allows you to create Salesforce forms that work with ANY standard or custom object, even objects from your favorite AppExchange apps. This level of customization allows you to use FormAssembly in just about any Salesforce-related project.
What is conditional rule in Salesforce?
Conditional rules help you hide certain fields and reveal them at only the right time. Multiple pages — Adding multiple pages to a Salesforce form can make it less burdensome to fill out. You can easily view all the pages you create and all the fields within them in the outline view of your FormAssembly form.
Is Salesforce form builder easy to use?
It’s vital for your Salesforce form builder to be user friendly and easy for both technical and non-technical people to navigate. That way, you don’t have to go back and forth trying to resolve a basic form change with different departments. Whether you’re in IT, sales, or marketing, this capability is a no-brainer.
