Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files

Formyoula Files enables Formyoula Salesforce and non-Salesforce users to submit images, audio files, and videos and other documents into Salesforce as Chatter files, attachments, and documents. You can choose how files are attached on Salesforce using the Formyoula Salesforce connections. Files can be posted in records, user and group Chatter feeds.


Please follow the steps below to enable Formyoula Files for Salesforce.


Install The Formyoula File Package on Your Salesforce:


To start, please go to your Salesforce organization and install Formyoula File package. The package installation step is required to enable file upload functionality. Please use one of the following links:


Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t58000000C7ID

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t58000000C7ID


Create a Formyoula Salesforce Connection to The Formyoula File:


In this part of the guide, we will demonstrate how to create a Formyoula form that allows you to upload a photo attachment to the Notes & Attachments record related list.


1. Please go to your Formyoula Dashboard - “https://app.formyoula.com/dashboard” and click "New Form".


2. Please rename your form, we will use "Formyoula Files to Salesforce".



3. Drag and drop a Salesforce lookup field on your form. Click on the “pencil” icon to edit the field. Select an object that the file will be related to. You can relate this to any object in Salesforce.



4. Please drag and drop a “Text” field. This will be used for the media file’s name.



5. Please drag and drop a “TextArea” field. This will be used for the media file’s description.




6. Please drag and drop a “Select” field on your form. This will allow you to select what type of file needs to be created: Attachment, Chatter File, File or Document.



[Optional] Or drag and drop a “Hidden” field on your form to automatically specify what type of file needs to be created. Enter one of the following options as the field’s value: Attachment, Chatter File, File or Document.



[Optional] Drag and drop a “Hidden” field on your form. This is used for a new Document record creation to specify the library or folder the media file needs to be created in. Copy the ID from the URL link when on the correct Folder’s page and paste it in the hidden field. (Please check if this is a required field on the ContentVersion object).





7.  Please drag and drop a Photo, Audio, Signature or Sketch field from the “Media” section.



8. When all the fields are added, please click the "Save & Close" button.




9. Next, we will add a Salesforce connection. Please click on “(Add)” under the “Connections” column or click on the “Create a Connection” button, or select “Add/Edit Connections” from the “Actions” available list.



10. Select “Salesforce” from the available connections list and click “Create Connection >>”.



11. Select “Formyoula File” from the available Salesforce Object list and click “Save”.




12. Please map the form fields to the Formyoula File object’s fields in Salesforce.



[Optional] In case if you are creating a new Document record, please map the hidden field from your form to the Library/Folder ID field in Salesforce.




13. A Formyoula File record will be created on your Salesforce when a new Formyoula form entry is submitted. The Formyoula File record will have all the captured information from your form and a link to the file. Salesforce will process the new Formyoula File record and create a file based on your selected file type. Please see below examples.




  • Formyoula File record created with the Type as “Attachment” and the media file is also stored on the Parent record’s “Notes & Attachments” related list.






  • Formyoula File record created with the Type as “Chatter File” and a new chatter post was submitted with an attached signature file.





If you have any questions, please email us at support@formyoula.com


Salesforce

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  2. Lead Capture With Business Card
  3. Create Salesforce Event with Multiple Attendees
  4. Common Salesforce Record Errors
  5. Testing Formyoula In Your Salesforce Sandbox
  6. Create Records on Custom Objects With Formyoula
  7. Lookups for Salesforce Orders and Contracts
  8. Salesforce Record Select List
  9. Salesforce Child Record Auto-Fill Using Repeat Groups
  10. Adding Salesforce Lookup Fields to Your Mobile Forms
  11. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
  12. Salesforce Select Element for Record Assignments in the Field
  13. Salesforce Select Child Record Filter
  14. Offline Event Registration
  15. Add Users To Campaigns During Events
  16. Display Images and Signatures in Salesforce
  17. Set Record Types with Hidden fields
  18. Pre-fill Formyoula forms with Salesforce Information
  19. Capture GEO Location in Salesforce
  20. Autonumber new Salesforce records with a unique Formyoula entry ID
  21. New Contact Creation and Attachment to Campaign as a Campaign Member
  22. Override Select List Options With Salesforce IDs
  23. Updating existing records in Salesforce with Lookups
  24. Salesforce Record Type Switching With Workflow Rules
  25. Record Customer Site Visit on Salesforce
  26. Salesforce From With Multiple Line Items Using Repeat Groups
  27. Conditional Salesforce Record Creation
  28. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  29. Displaying Additional Salesforce Information for Lookup & Select Fields
  30. Send Email After Each Form Entry is Captured
  31. Record & Display Images in Salesforce
  32. Record & Display Signatures in Salesforce
  33. Record Voice Files in Salesforce
  34. Formyoula Integration With Salesforce Chatter
  35. Add Salesforce Users to Your Formyoula Account
  36. Formyoula Salesforce Features
  37. Create a Workflow Rule that will pre-fill information from a related object
  38. Prefill form fields from Salesforce using URL merge parameters
  39. Capture Photos, Signatures And Sketches Offline
  40. Create Multiple Related Salesforce Records Using a Single Form
  41. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  42. Create, Update and Find Records on Salesforce
  43. Online and Offline Salesforce Lookup Search
  44. Filter Salesforce Records Based on Formyoula User Email
  45. Store Formyoula form entries directly in your Salesforce organization
  46. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  47. Create a Salesforce Event Record Linked To Multiple Contacts
  48. Create Custom Lookup Search Result Fields
  49. Sign In As Another Formyoula User

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