Push a File to Salesforce

Last updated Mar 21 2019

In the Salesforce Classic version when attachments are being used, items are actually added to a specific record. They are not placed under the ‘Files’ tab. In the Lightning version, however, when an item is uploaded to Salesforce it is stored as a ‘File’. It can be associated with records but it is also available under the ‘Files’ tab.  
So, if you are using the Lightning version - and you need to map your items to “files” have no fear...Titan is here...and files can easily be mapped to  your Salesforce account.
In the following example we will create a small form that is integrated with salesforce and once data is submitted in it this will create a new account and store the file under it.

Follow the step by step instructions:

1- Create a new blank form
2- Move the submit button down
3-

Drag a Textbox element. From the: Elements panel > Basic > Input > Textbox


And change its label to ‘Account name’ in : Properties panel > Element > Settings > Basic > Label 


4-

Drag a FileUpload element. From the: Elements panel > Basic > Input > FileUpload


And change its label to ‘Upload File’ in : Properties panel > Element > Settings > Basic > Label 

5-


Now let’s start the Salesforce integration:


Go to  Properties panel > Form > Settings > Salesforce Integration> Basic > Push to Salesforce and press on the ‘Set notification’ button.



6-

Set your integration:

- Authenticate with Salesforce


- Press on ‘Add object’ button

- Select the ‘Account’ object from the dropdown 


- Now map the Account name field in SF to your Account name field in the form.


- Now map the file upload element to 'File' in SF. 
- Press on the ‘+’ (Add child) button on the right side of the first integration line.
- Select object: Content version


- map fields:

Notice the since this is a child object the ‘First publish location ID’ is mapped
To #1 Account , Record ID
- Map ‘Version data’ to file upload
- Press "Apply"


7-

You will now see 2 integration lines : Account and Content Version (as a child object)

8-

Press "Apply" and save your form.
9- 

You can now test your form by publishing it as URL
- Enter an account name, Upload a file and submit the form.


- Now enter your Salesforce account and you will see this new account and file under it.


Find out more about Salesforce form builder

CommentsLogin Required
  • Saurum Sergey05/07/2018 04:02
    To upload more than one document, use a repeated secion.
  • Diandre Langlais05/04/2018 20:14
    Thank you for this helpful article! How do I allow users to upload more than one document?
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