In this guide, we will explain how to attach the form entry as a DOC 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.
Click the "Salesforce Record Settings" to view the settings section.
Set “Notes and Attachments” for PDF Attachment and set “DOC” for Attachment File Type. Then Save the Record Settings.
Now when a form entry is captured you will be able to see the form's entry as a DOC attachment on your Salesforce.
You can download the DOC file by clicking on the “View file” option.
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂