Upload an Image to Salesforce through Integration

  • motivationandchange
    Asked on September 20, 2021 at 6:02 PM

    Hello. I am trying to gather clients' COVID Vaccine information, including an image of their vaccine cards and enter that into Salesforce, which acts as our Electronic Health Record. I have been able to create a record and then create an attachment connected to the record, but the image does not get transferred to Salesforce, just a URL where the image lives in Jotform. This would require clinicians, who don't have Jotform Accounts, to log into Jotform, which I don't want them to do (we want the image and the information to all be in the health record). I know that you can pass images to Google Drive, is it possible to pass the uploaded image directly into the attachment object in Salesforce?

    Jotform Thread 3368354 Screenshot
  • Tommaso_F
    Replied on September 21, 2021 at 8:03 AM

    You should be able to map the file upload field as you would any other field. 

    I believe the maximum file size for Salesforce is 20MB.

    Guide:https://www.jotform.com/help/1063-how-to-integrate-jotform-with-salesforce

    Here is a sample:

    1614351138 60390b22732ea 1 Screenshot 10

  • motivationandchange
    Replied on September 21, 2021 at 9:33 AM

    No, that just sends a URL pointing to the file. I want to transfer the

    file, the same way that a file gets transferred to google drive.


  • Parker JotForm Support
    Replied on September 21, 2021 at 3:29 PM

    Hello,

    Unfortunately the Salesforce integration only allows for the URL to be sent and doesn't support actually sending the file.

  • motivationandchange
    Replied on September 21, 2021 at 6:21 PM

    Is that something that can be fixed? Salesforce allows for it to happen (at least that's how I interpret this article: https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_requests_attach_new_file.htm). This is a big issue in the Salesforce integration.

  • Tommaso_F
    Replied on September 22, 2021 at 2:23 AM

    Hello there,
    It's something that can't be fixed because it's not supported. We double-checked it and  the Salesforce integration only allows for the URL to be sent.

    Regards.