Hi. I need someone who can help me to fix the problem with the new form which included the upload file section too. The existing form without file upload. So the new form need to have a upload file section which will add the files to the Salesforce CRM. If the user already in the system the file just will assign to the user. But if not, will creating user with the info and uploaded file. That’s all. Thank you in advance.
It sounds like you need to integrate a file upload feature into a new form and have it automatically add the files to Salesforce CRM. Additionally, if the user already exists in the system, the file will be assigned to them, but if not, a new user will be created with the uploaded file and their information.
To achieve this, you may need to use a combination of tools such as a form builder, Salesforce API, and potentially some custom code. You could start by exploring Salesforce’s API documentation to understand how to create a new user and assign a file to an existing user. Then, you could choose a form builder that supports file uploads and use it to create the form.
Once you have the form and API integration set up, you may need to add custom code to ensure that the file is assigned correctly to the user and that a new user is created with the uploaded file and information. It’s important to thoroughly test the functionality to ensure that everything is working as expected.
If you don’t have the technical expertise to do this yourself, you may want to consider hiring a developer or consultant with experience in Salesforce API integrations.