can you use this to collect files and have them land on account in Sale

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    MorganBanville
    Asked on November 18, 2020 at 07:18 AM

    can you use this to collect files and have them land on account in SalesForce?



    This is a re-post of a comment on Do even more with our updated Salesforce integration

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    Jovanne_A
    Answered on November 18, 2020 at 08:00 AM

    Hi, thank you for contacting JotForm support.

    Yes, you can collect files by using the file upload field and map it to your Salesforce field. However, please note that the file will not be sent as an attachment since this is not supported on our integration; Instead, the file link should be sent to the field on SalesForce.

    Please also make sure that the field on SalesForce accepts URLs or use a sort of "URL" field to capture the link.

    Related guides:

    1. https://www.jotform.com/help/332-how-to-create-file-upload-forms
    2. https://www.jotform.com/help/271-how-to-setup-salesforce-integration

    I hope this will help. Let us know if you have further questions.