Once you have saved your form and exited the Form Builder, you will arrive back at the "Forms" page. On this page, click the link in the Destinations column of the form you would like to add the Destination to.

Note: If there are no destinations added to your account, this button will read "0."

You'll then be brought to the Destinations page for the form, where you can click "New Destination."

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

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. 

After, you can create any destination rules that you need. For more information on Destination Rules, please visit this link.

When you're done, click "Create Destination."

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).

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, add any required destination rules and  when you're done, click "Create Destination."

If you have any questions or comments feel free to send us a message at support@devicemagic.com.

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