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Salesforce Web-to-Lead Form: Add File Upload Capabilities

Salesforce Web-to-Lead: Upload Files Easily

Luckily, uploading files to your forms is just one of the many nifty things you can do with Titan Web. No code required!

Requirements: Uploading Files for Salesforce Web-to-Lead

You will need Titan Web, which comes in Free, Teams, and Business Pro packages.

Steps to be followed:

  • Navigate to your form. If you don’t have one and need to set it up follow this easy guide.
  • Once you have your form open, click the pink plus on the left of the screen, and drag a file field into your project:
Find Elements web-to-lead
Find Elements
  • Select the file element, click the gear icon, and name the file element something suitable such as “Upload ID”: 
File Upload Settings web-to-lead
File Upload Settings
  • Once this is done, visit the gear icon on the left of the screen> Salesforce> Push> And Add Child by clicking on the three dots to the right of your lead: 
Salesforce Push web form
Salesforce Push
  • Under Object Settings, select Content Version, which is synonymous with ‘file’:
Object Settings web-to-lead
Object Settings
  • Next, navigate to mapping. The most important fields to map here are First Publish Location ID (the record you want to relate your file to), Title, and Version Data (which is the file itself).
Map Salesforce Fields web form
Map Salesforce Fields

Note: Version Data is a mandatory field..

  • The file will now be added as a child to your lead, see below:
Push Integrations for form
Push Integrations
  • Finally, click close, and check you have added file capabilities to your form by entering preview mode, and selecting files to upload:
Upload Files web form
Upload Files
  • Once the file is uploaded, and the lead created, it will reflect in integration logs, and be added to Salesforce.

Summary: Adding Files to your Forms

Use Titan Web to easily add file upload capabilities to your web-to-lead form. This is impossible in Salesforce native, and with us, it can be done quickly, and code-free.

Thanks for reading! Start with Titan now by visiting our product page, and checking out our pricing options.

You can reach out by visiting:

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