How do i map a file attachment upload field to salesforce

  • dgenaro
    Asked on July 25, 2016 at 11:00 AM
  • David JotForm Support
    Replied on July 25, 2016 at 12:34 PM

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

    https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce

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

    If you require custom objects and such, I would recommend using Zapier's integration instead:

    http://www.jotform.com/answers/545189-Salesforce-custom-object-Jotform-integration

  • dgenaro
    Replied on July 25, 2016 at 12:46 PM

    I am having a problem creating a upload field on my leads page to map it from Jotform

  • David JotForm Support
    Replied on July 25, 2016 at 12:55 PM

    File upload fields can be mapped to SaleForce fields (text-based), rather than a file upload object. Uploaded file links will be added to the new SalesForce record created.  The files themselves will not be uploaded.  My apologies, I misunderstood how the data was passed.  Only the URL can be passed, the actual files cannot.

  • Robert
    Replied on July 29, 2016 at 4:52 PM

    We're looking at Integrating a JotForm to SalesForce but the file upload seems to be the only hangup. Is there a third party (Zapier?) to move the actual file?

  • David JotForm Support
    Replied on July 29, 2016 at 5:27 PM

    As far as I know, there is not a Zap for passing the actual file.  The only thing that can be passed is the URL.

  • aging2
    Replied on February 10, 2017 at 1:42 PM

    This doesn't seem to work - there is no URL being passed over, all other fields are working fine. I've tried changing the field type (text to URL) on Salesforce but it doesn't seem to work.

  • David JotForm Support
    Replied on February 10, 2017 at 2:17 PM

    @aging2 If you wouldn't mind creating a new thread letting us know the form you are working with, we will be happy to have a look.