WeDid: Customised Form Submission

Challenges

The client is providing mentoring /coaching services to individuals that work in managerial positions. This client would like to provide a web form for the potential applicants to submit their application details from the website. The applicants have to fill up their standard personal details and attach their personal resumes and supporting documents for submission as well.

 

Solution:

Salesforce out-of-the-box web-to-lead feature does not handle attachment submission.

Setup a web form using a web form app – Form Assembly. Configure and map the relevant fields available in the web form against the fields in lead an map the attachment field in the web form against the lead related attachment object.

 

Related Objects Lead and Attachment
Components Form Assembly
Complexity Easy