File upload in Salesforce integration not working

Support
1

Hi there,

I am having trouble uploading files from my form into my salesforce created record via the SF integration.

I have a form page with four different file upload fields as you can see below:

Screenshot 2024-09-17 at 19.34.42
Screenshot 2024-09-17 at 19.34.421786×1315 183 KB

Each field is bank-statement-1, bank-statement-2, etc until 4.

I am setting up a Trigger on file submitted on the SF integration and trying to upload to the record created by that form but it does not seem to be working:

Screenshot 2024-09-17 at 19.31.59
Screenshot 2024-09-17 at 19.31.59796×1384 56.5 KB

The UI os a bit confusing so I am not sure if I am putting the right data and I did not find anything to help on Feathery docs.

All fields are marked as required, however some questions:

Title: I assume this is the title of the file, however I did not find a way to access the title of the file. How can I do this? I tried both using the File field name and also just putting a test text, nothing worked

Description: I am planning to hardcode this with plain text

URL of the file: This is the most confusing for me. How can I access the URL of the file? Is there a way to access this directly on the integration UI? Do I need to create some logic rule and store it in a hidden field?

Finally, if my page can upload up to 4 files, do I need to create a trigger for each of these files or can one trigger pass all of them to SF?

Thanks for your support and if you have any docs referencing this I’d gladly read more myself.

2

Hi there,

For the fields -
Title - title of the file; can use plain text or even include texts from different form fields
Description - description of the file; can use plain text or even include texts from different form fields
URL of the File to Upload - in your case this would be your File Upload field

Your setup for those fields should be fine but what might be causing the issue here is the trigger/linking. For multiple file fields, it would be clearer to create separate Salesforce actions for each. And then instead of using File Submit trigger, you can opt for a Custom Logic trigger instead so you can clearly outline and call each one of them. As for the linking, it could possibly pose an issue if the Object (Lead) is not yet created, so ensure that the action for that goes before any of the File Upload actions.