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.
Full Answer
How to upload all notes in Salesforce?
Check the "Show all Salesforce objects" and Note (along with all other Salesforce objects) will be visible. Before you insert (upload) all your notes, you'll need to extract all of your Accounts and Contract records, so you can get their ID values. These will be used in the ParentID column of your Notes CSV upload file. Thank you so much.
How do I integrate FormAssembly with 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 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 to get the ID of a note in Salesforce?
Check the "Show all Salesforce objects" and Note (along with all other Salesforce objects) will be visible. Before you insert (upload) all your notes, you'll need to extract all of your Accounts and Contract records, so you can get their ID values.
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 documents to Salesforce Classic?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
What file types can be uploaded to Salesforce?
Files RequirementsFiles formats supported include .docx, .pdf, .ppt, .pptx, .xls, and .xlsx.All image files are supported including .gif, .jpg, and .png.Files cannot be deleted from within Salesforce for Android and iOS.More items...
How do I upload files to Salesforce Mobile?
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 add notes and attachments in Salesforce?
Go to the UI for my new item, sufficiently sure, no notes and connections related rundown.Go to your page design, track down the connected records. In there you will track down the connected rundown for "Notes and Attachments".Drag that onto the connected rundown part of the page format.You're good to go.
How do I add a PDF attachment to Salesforce?
Create a Formyoula form with all the elements that you require. Next, create form connections. Click on "Salesforce Record Settings" from the Form connections page. Select the required value from the "PDF Attachments" dropdown.
Which file format is not supported by Salesforce?
TAR files are not supported in Salesforce.
How do I upload multiple files to Salesforce?
Update from Salesforce In Lightning, you can upload multiple files to a Content Library by going to the Files Tab > Selecting the LIbraries filter > Select the Library you'd like to upload to. The Add Files actions will allow multi-file upload to the Library or folder within the Library which you select.
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
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.
What happens if no file is uploaded to the form?
If no file is uploaded to the form, you may receive an error on the Title field when the Content Version step runs. We recommend using a skip-if formula to skip the ContentVersion step if the file upload field is empty.
What happens if you add a contentversion step in a connector?
Please Note: If you add a ContentVersion step in your connector, an error will appear if there is no file uploaded to the form and mapped to the step. If your file upload field is not required then we recommend adding a skip-if formula to the step so that the step is skipped if no file is uploaded. If you have any questions you can reach out to our Support team for assistance.
How much does base64 conversion increase file size?
This conversion increases the document size by approximately 37%. You must account for the base64 conversion increase so that the file you plan to upload is less than 50 MB.
Can repeatable fields be sent to Salesforce?
Note: Repeatable file upload fields in the form cannot be sent to Salesforce merged into one record. They must be sent as individual records in the connector.
Can you map an S to an E in Salesforce?
6. Finally, for the Content Location, you can map an "S" for the file being within Salesforce, and an "E" for the file being external to Salesforce. For this setup, we recommend mapping an "S".
What is Salesforce Connector?
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.
How many OAuth tokens are there in Salesforce?
Please Note: There can only be 5 active Salesforce OAuth tokens for a given Salesforce user/service combo. One of them is used immediately by FormAssembly, so only 4 are available for your forms. A new token is generated each time you select "Connect to Salesforce" and log into Salesforce, so please use existing authentications if they're available instead of redoing the login in order to preserve tokens.
Can you upgrade Salesforce connector?
The connector will not be upgraded when a new Salesforce API version is released, regardless of the checkbox status at the bottom of the connector:
Can you authenticate using a Salesforce password?
If you authenticate using a Salesforce username, password, and security token, please see Resetting Your Security Token (login required) for information on obtaining your token from Salesforce.
Can you uncheck the Salesforce API?
To use the most recent Salesforce API version, you can uncheck the checkbox and save your connector .
Can you send information from other connectors to Salesforce?
In addition, you can send information from other connectors and features to Salesforce too! Some examples of this include Stripe IDs, E-Signature reports, PDFs of the response, and files uploaded to your form.
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!
Can you prefill Salesforce forms?
You can make filling out forms even easier by prefilling data from your Salesforce records directly into your form fields!
Prep Your Connector
We’ll get started with this use case using a simple contact form setup with a Salesforce connector to create a lead record in Salesforce and update and existing lead record if one already exists. (View this tutorial on how to “ Create a New Salesforce Record ” for more information on getting your connector ready for this use case).
Set up New Connector Step for Notes Object
When you’ve prepped your Salesforce Submit Connector, locate the final step in the Connector. In our example here, it is the first step updating a lead. We will setup a new object dependent on this step. This will be our Notes object.
Set Up Logic for Creating or Updating Existing Note Records
Next we set the step to create a note every time or we can set it to lookup the note to see if it’s existing and update it by changing the drop down for the Note object. Here we have it set to create everytime so there is no need for a lookup or update type step.
Map Fields From Generic FormAssembly Aliases to Your Salesforce Note
Next we’ll start mapping our fields. Two fields, Parent ID and Title, are required. Parent ID will be the lead id from which we setup this object.
Test and Preview Salesforce records
Here we can review the entire process from form fill to Salesforce record setup in a test. Always test your forms thoroughly before publishing to your website or other locations.
Explore and customize
Explore other fields and aliases in the Note object to further refine how your data is setup into that record when it’s created from submissions.
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: