SF integration - add file

  • Dogizapp
    Asked on November 30, 2021 at 8:50 AM

    can I use the SF integration to add the PDF that is created in smart PDF form?

  • Tommaso_F
    Replied on November 30, 2021 at 8:55 AM

    You may try using the Upload field on your form so you can use it to send the uploaded file to Salesforce using integration.

    You can map the file upload fields on the form to SaleForce fields.

    The uploaded file links will be added to the new SalesForce record created.

    Please check it out and let us know how it goes.