Attach Form Entry PDF to a Salesforce Record

To attach the forms entry as a PDF file to your Salesforce record , please go to your Formyoula dashboard and click on the "Cloud" icon or select "Add/Edit Connections" from the "Actions" list.



Click edit on the Salesforce connection under "Connection Type" column.



Click on the "Salesforce Record Settings" bar to view the settings section.



Tick the "PDF Attachment" check box and press "Save Record Settings".



Now when a form entry is captured you will be able to see the form's entry as a PDF attachment under your record's "Notes & Attachments" section.



For any questions please email support@formyoula.com. 


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