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Support Requests: Adding an Attachment to a Form that Modifies SFDC Lead Record

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    I have created a FormAssembly form that modifies an existing SFDC Lead record based on matching email address. The form works great, but I would like to add a "Resume" field to it, so that the Lead could attach a file for his or her resume.

    However, I don't know how to set up the mapping in FormAssembly. It looks like a field is necessary to link it to the parent object, but I don't know how to get that data into the form. I tried passing tfa_LeadID from the previous form, which saved the lead record, but it came up empty. (I tried both with the background processor and the interactive one.)
    • CommentAuthordbuschho
    • CommentTimeAug 10th 2010
     
    Hello Evan,

    Check out our documentation here:
    http://www3.formassembly.com/blog/support-documentation/connectors-documentation/salesforce-documentation/how-to-setup-your-salesforce-connector/
    Especially the sections on 'creating dependent objects' and 'file uploads and attachments'.

    What you want to do is map
    'lookup' - 'lead' ---> 'attachment' - 'parentId'
    in your connector.
  3.  
    Ah, OK. That makes sense. Sorry that I didn't find that in the documentation.

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