The signature element allows your form fillers to give their consent online. And what could be more efficient than having this signature also pushed to Salesforce?
Well, this can be done, same as you push any other field to Salesforce, but please note that it requires a license that includes "Advanced tools".
Following are steps to show you how:
1- | Create a new blank form |
2- | Drag a textbox element Change its label text to “Account” Go to: ‘Properties panel’ > ‘Element’ tab > ‘Settings’ option > ‘Basic’ category > label |
3- |
Drag a signature element When the Signature element is selected - grab one of its handles and strech it to make it bigger. |
4- |
Now configure the Salesforce Push integration: Go to: ‘Properties panel’ > Form’ tab > ‘Settings’ option > ‘Salesforce integration’ category > Push to Salesforce - Press on ‘Set notification’ button - Authenticate with Salesforce - choose the ‘Account’ object - we will map the form’s account field to the Salesforce account name field. - Select an action: create - Map fields: Account Name → account - Press ‘Apply’ and you will see that an integration line has been created. - Now press on the “+” icon in this integration line to add a child object: an attachment - choose object: attachment - Action: Create - Map fields: File name → signature Body → signature. - Press ‘Apply’ - You will now see you have 2 integration lines, in a hierarchical relationship. - Press ‘Apply’ and save the form. |
5- |
- Now it’s time to test the form - publish it as URL - Enter an account name and scribble a signature. - Press on submit and go to your Salesforce account - You will find a new account has been created and an attachment was added under this account with your signature in it. |