In this video we will show you how to add file uploaded to your form into a Salesforce library.
We will show you:
- A form we've already set up for this example.
- The Push integration we have configured which has 2 actions.
- The first action' that will create a content version in Salesforce (file).
- How the result of this custom Push returns the Content version ID into a hidden field in our form.
- A Get action we're basing on this ID to get the content document Id, which we will also store in another hidden field.
- A condition we've configured that will run a second Push action (which will run the next item).
- The second action will create a content document link (which will link your file to the library).
- How the form works