SalesForce Integration: ability to save submission records as PDF files in Salesforce.

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    Asked on March 12, 2018 at 02:22 PM


    I want to create a form that integrates with Salesforce and maps most fields into Salesforce. I want some of these fields not to map into SF fields but instead create a PDF of the form and save as a note on the record that is created when the form is submitted. 

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    Answered on March 12, 2018 at 03:25 PM

    Unfortunately, saving the form submission or specific data into Salesforce as a PDF file is not supported. I have forwarded this as a feature request. If this gets implemented in the future, you will be updated via this thread.