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Include attachments in web-to-case or web-to-lead

Udgivelsesdato: Apr 19, 2023
Beskrivelse
How to include attachments when cases are submitted via web-to-case to web-to-lead scenarios?
Løsning
With standard functionality it is not possible to include attachments when cases are created via web-to-case.

However, following are the two workarounds to achieve this requirement:
 
1. Implement Visualforce pages in Salesforce Sites. The VF page (may be with an Iframe) would contain the standard Case fields you wish to include, in addition to an Attachment upload capability. Once saved, a new case record would be created in Salesforce with the related attachments.
2. Using a Platform API implementation.

Similarly we can implement this functionality for web-to-lead.

There is an existing idea on IdeaExchange portal for implementation of this idea.
 
Vidensartikelnummer

000386429

 
Indlæser
Salesforce Help | Article