The GoFormz-Salesforce integration conveniently automates the process of uploading your completed form PDFs to the appropriate folders in your Salesforce account.
There are two steps to configuring a Salesforce File Upload integration:
Creating a Salesforce connection: First, set up a connection to the Salesforce application, giving GoFormz access to your Salesforce account.
Creating a Salesforce upload workflow: Next, create a workflow that will automatically upload your forms to Salesforce upon completion.
If you are interested in using the Salesforce integration for a different use case, please contact your Account Manager or proservices@goformz.com.
CREATING A NEW SALESFORCE CONNECTION
Before you begin, make sure that you have an existing Salesforce account and you know the credentials for the account. To create an Salesforce app connection, do the following:
1. Select Connected Apps from the More dropdown at the top of the GoFormz web interface to navigate to the App Connections screen.
2. Click Add Connection next to the Salesforce application block to begin the process.
3. Select Production for your Authentication Method.
4. If you are not logged into your Salesforce account, you will see a Sign in screen, prompting you to log in with your Salesforce credentials. If you are already logged in, this step will be omitted.
5. Next you will see the Authorize application screen. Click Allow to complete the integration. This will allow GoFormz to read and write data in your Salesforce account. GoFormz will not manage any of your Salesforce settings.
And that’s it! The new connection will appear on your connections list with a generic name like “Salesforce Connection 1”.
CREATING A SALESFORCE FILE UPLOAD WORKFLOW
GoFormz Workflows let you automatically upload PDF versions of your completed forms to a cloud storage account. To set up GoFormz to automatically upload completed forms to your Salesforce account, follow the steps below.
Initiate workflow creation. Navigate to the Workflow Tab and click the Create button in the top right corner.
2. Select the Salesforce workflow recipe. In the Add Workflow dialog box that appears, select the Salesforce File Upload recipe from the dropdown and click Next. An empty workflow will appear on your screen with the following steps: Form Completed trigger, Export Form to PDF, and Upload File.
3. Optionally, change the name of your new workflow. Click the icon to the right of the default name and type in the new one. While this is not necessary, we strongly recommend making your workflow name more specific than the default “Salesforce File Upload”. For instance, you may want to include the name of the form template to which this workflow applies.
4. Set up the Form Completed trigger. Select the desired form template from the Template dropdown. In the example below, we chose the "Demo Work Order". This means that the workflow will initiate whenever a form created from this template is completed. Click Next when you are done.
5. Set up the Export Form to PDF action. Specify which form Pages should be exported to the PDF. Use dashes to specify page ranges and commas to separate page ranges and numbers; for instance, “1,3-5,8” means that pages 1, 3, 4, 5, and 8 would be exported. Leave this field blank if you want to export all form pages. Specify Filename if you would like it to be different than the form name. If left blank the file will be uploaded with the form name. Click Next when you are done.
6. Set up the Upload File action. This action will upload your PDF to Salesforce. The following fields must be specified for this step:
Connection: From the dropdown, select the Salesforce app connection that should be used for this upload. See here for more about app connections and how to create them.
sObjectId: This is the record’s API ID in Salesforce.
File Name:
File List: URL or File List Value to the file. Usually from an export PDF step in the workflow.
7. Save and activate the workflow. If you want the workflow to go into effect as soon as you save it, activate it by clicking the Inactive slider in the top right to change it to Active. Finally, click Save in the top right to complete your Salesforce workflow creation.