To set up this destination, go to your Forms page and locate your form. Then, click the settings icon to view the menu and select Destinations. On the following page, click New Destination.

Note: By default, two destinations are added every form created.

Note: Depending on the subscription package you have, your available destination options will vary.

A new page will load, and on it you will see the Destinations options for where you can send your data. Select Salesforce.

Supported Formats

XML

Adobe .pdf

Create a Salesforce Object

Then select XML when prompted to choose a format. 

Information on attaching a PDF to a Salesforce object is provided underneath this example.

You will also see an option to send your images to a service other than Device Magic. If you would like to do this, select from the services provided. Please note, choosing a service other than None (inline) will result in a hyperlink to the hosted image being placed in the file generated by this destination instead of the actual image. See this help article for more information.

If you like, you can add a description in your Destination Options box, but this is optional.

Next, within the XML Options section you have the option to customize the file name and download a sample version of the XML file generated. Please note, you can use submission data from your form to dynamically generate file names for the XML document.

To do this, simply click the Show me placeholders I can use in this file name button and copy/paste any listed {{placeholders}} that you'd like to include. Here's a sample:

Then, click the Start authorizing with Salesforce link and a new window will appear with the sign-in options.

After signing into your account, the window will close. You'll then have the option to fetch the objects from your Salesforce account. Click the Fetch Objects from Salesforce button and a list of all the available options for where to map your Device Magic answers will appear.

For this sample, I've chosen Account.  All of the field templates will appear for you to map your form fields.

Populate the columns using the placeholders provided. 

In Step 7, you have the option to create Destination Rules for when you want the Destination to be active. To learn more Destination Rules, visit this article.

Lastly, click the Create Destination button at the bottom of the page.

Attach a PDF to an Existing Salesforce Object

Note: Objects created prior to the form submission are supported..

To get started, repeat step 1 above to choose Salesforce as a destination. Next, select Adobe.pdf as the format.

Then, complete steps 3 and 4 as outlined in the XML example above. 

At this point, you will see Adobe .pdf Options. Click Show Options to open up the Adobe .pdf options. It will look like this: 

This section is where you can add a file name (not required), view the available placeholders (by clicking Show me placeholders I can use in this file name), and download a sample template (so you can see how your PDF form will look and see the available placeholders). You can also download an advanced sample template which will show formatting using If Statements and For Loops.

In addition to that, this is where you can upload your own customized Word Document template. Use the available placeholders for your form, design it according to how you want it to look when you receive it in PDF format, and upload it in the space provided. More information on customizing templates can be found here.

In the next section, complete the authorization steps as described in the XML example, choose your account, and click Fetch Objects from Salesforce

Choose the object you'd like to map to and then select the lookup column. This is the column our system will search to locate the value you specify. Once the lookup column is selected, you can add a static text value or utilize placeholders as described in the XML example.

In this example, the generated PDF document is setup to be attached to a Contact object based on a matching Email value specified in the Email answer of the form submission.

In Step 7, you have the option to create Destination Rules for when you want the Destination to be active. To learn more Destination Rules, visit this article.

Lastly, click the Create Destination button at the bottom of the page.

For questions or comments please send us a message at support@devicemagic.com.

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