Blog

How to Send File Uploads (Attachments) to Salesforce

Blog

How to Send File Uploads (Attachments) to Salesforce

Blog

How to Send File Uploads (Attachments) to Salesforce

Blog

How to Send File Uploads (Attachments) to Salesforce

Blog

How to Send File Uploads (Attachments) to Salesforce

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Blog

How to Send File Uploads (Attachments) to Salesforce

Formstack
/
October 10, 2014
Blog

How to Send File Uploads (Attachments) to Salesforce

MIN
/
October 10, 2014
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Episode Highlights
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A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

Blog

How to Send File Uploads (Attachments) to Salesforce

Blog

How to Send File Uploads (Attachments) to Salesforce

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A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

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No items found.
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How to Send File Uploads (Attachments) to Salesforce

Formstack will show you how to send file upload attachments to Salesforce through our built-in integration with Salesforce.
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A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
Currencies
11
2
23
140
25
23
25
135+
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

A common question we get regarding our Salesforce integration is if it’s possible to send file uploads (attachments) to Salesforce. This is possible by integrating with Salesforce’s “Attachment” object. Attachments can be linked to many other Salesforce objects: Account, Leads, Opportunities, and Contracts to name a few.

Here is how to set it up:

1. Add a file upload field to your form. This goes without saying, if you want to send an attachment to Salesforce you need to have a file upload field on your form. For this example, I’ve added a File upload field on a form labeled Attachment :

attachment

2. Add an Attachment object in your Salesforce integration.

salesforce integration

3. Link the Attachment to the appropriate Salesforce object. To do this, set the Parent ID to Link. A select list will populate of all the objects the Attachment can be linked to.

4. Link the Attachment to the File Upload field on your form. To do this, set the File Name and Body to Field; then select the file upload field from the list of fields. At this point my integration settings look like this:

attachment field

5. Save Settings

That’s it! When your form is filled out and a file is uploaded. We will send the file to Salesforce. It will appear as an attachment to it’s linked object (set by Parent ID). Here is a Screenshot of the attachment in Salesforce after I submitted my test form:

final step

Need more help? Don't hesitate to check out our support center for more information!

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Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
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