• Home
  • Hot it Works
  • Features
  • Pricing
  • Support
  • Blog
Menu

Formyoula

  • Home
  • Hot it Works
  • Features
  • Pricing
  • Support
  • Blog

Create Record Attachments and Chatter Files with Formyoula File for Salesforce

May 4, 2016

Salesforce allows you to upload files in a number of ways to your organization. To make the process simpler with Formyoula mobile forms, we created a Salesforce package called Formyoula File. The package enables Salesforce and non-Salesforce users to submit images, audio files, and signatures into Salesforce from Formyoula while offline. Formyoula files can be recorded as Chatter files, attachments, and documents on Salesforce. Using the Formyoula Salesforce connections, you can choose how and where the files are recorded on Salesforce. Files can be posted in the record, user and group Chatter feeds or attached to existing or new Salesforce records. With Formyoula File, you only have one interface for file uploads, so this eliminates the need to understand how all the different file objects work on Salesforce. After mapping the required Formyoula File fields, you can specify any of the 3 Salesforce file types.

Formyoula File demo video.

Please see example screenshots for all Salesforce file types.

View fullsize 1 copy.png
View fullsize 2 copy.png
View fullsize 3.png
View fullsize 4 copy.png

We have published 2 guides that will walk you through the setup.

Formyoula File Setup Guide
Formyoula File Setup Guide for Chatter Groups
← Capture Salesforce Work Order Records and Rich Media OfflineSalesforce Record Select List →

Latest & Greatest

Blog
Formyoula Remote Signature Capture With iPhone And Android
about a year ago
Salesforce Translation by Formyoula.com
about 3 years ago
Capture Salesforce Work Order Records and Rich Media Offline
about 8 years ago
Create Record Attachments and Chatter Files with Formyoula File for Salesforce
about 9 years ago
Salesforce Record Select List
Salesforce Record Select List
about 9 years ago

Fresh Tweets


 

[email protected]

 

© 2015 Formyoula.com