Capture And Attach Photos Directly To Salesforce Records Using The Salesforce Photo Field

This guide explains how to use the “Salesforce Photo” field in your Formyoula form. The Salesforce Photo field allows you to capture photos directly from your device's camera or photo library and attach them to a Salesforce record.

1. INITIAL SETUP:

• Drag and drop a "Salesforce Photo" field onto your form.
• Rename the field as needed.

2. CONFIGURE THE "SALESFORCE PHOTO" FIELD:

• Click the pencil icon on the "Salesforce Photo" field.
• File Name:
• This sets the file name of the photo when it is saved to Salesforce.
• You can type a static name (e.g., Site Photo) or use a merge field from another form field to make it dynamic (e.g., {{component_id}}).

• File Title:
• This sets the title of the file as it will appear in Salesforce under the record's Files section.
• You can type a static title or use a merge field from another form field (e.g., {{component_id}}).

• File Description:
• This adds a description to the file in Salesforce, giving context about the photo.
• You can type a static description or use a merge field from another form field (e.g., {{component_id}}).
• Useful when multiple photos are being attached to the same record.

• File Parent Record ID:
• This is the most important option, it tells Formyoula which Salesforce record to attach the photo to.
• You have two ways to set this:

Option 1 — Using a Field ID (Dynamic):

1. Reference another field on your form that captures or looks up a Salesforce record ID, such as a Salesforce Lookup field or a Hidden field pre-filled with a record ID.
2. Use the merge field syntax: {{component_id}} — replacing component_id with the actual Component ID of that field.
3. This is the recommended approach when the record changes depending on what the user selects.


Option 2 — Using a Hardcoded Record ID (Static):

4. Paste a fixed Salesforce Record ID directly into this field (e.g., 0012w000003ABCXAA4).
5. Use this when all photos should always be attached to the same specific Salesforce record, regardless of what the user does on the form.

3. TEST THE FORM:

• Try the form.

• Click the “Salesforce Photo” field to take a photo or select one from your photo library.

• Submit the form.
• Open the target record in Salesforce and verify the photo appears under the Files section.

Note: You can also use it inside a Repeat Group to capture multiple photos.

For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂