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studzey Help with uploading files through a web-to-lead form
Hi everyone!
I was wondering. We are a company that require people to submit their information and then we have to follow up and validate the information provided. It would make life WAY easier if we can actually also upload some documents that substantiate the information provided by the customers...
Is this functionality provided / possible?
Thanks a mil......
Better if you do it through the boards - that way others will reply if I don't!
All Answers
You won't be able to do this via a web to lead form, as this simply allows capture of the lead fields rather than related files. I reckon you'd need to do this via a visualforce page. You could put it into an unauthenticated web site if you need non-users to have access to it.
Thanks Bob,
So in short - not possible with a web-to-lead form, but rather a visual force page that I make publicly viewable?
Do you have any resources that will show me how to do that?
Much appreciated,
Stadler
Here's the sites microsite:
http://developer.force.com/sites
you'll need a site set up before you can give external users access. In terms of the visualforce, the developer's guide is the best place to start. There's a getting started chapter that gives a great overview:
http://www.salesforce.com/us/developer/docs/pages/index.htm
There's an example of uploading files on my blog - this is for multiples but should be a reasonable starting point:
http://bobbuzzard.blogspot.com/2011/01/uploading-multiple-attachments-via.html
Thanks Bob,
Just one more quick question - say I would like to list events created (perhaps a list of custom objects) on our website and then allow for attending people to make payments. Is it possible to update contact information after the attendant has actually made a payment for the event advertised?
It is, but you'd need a way to identify the contact that has made the payment. I.e. you'd need a way to tie the payment to the contact record. Something like the email address would probably do the trick.
Regardless of whether its a logged in or anonymous user that accesses the page, once you are into an extension/custom controller, you have the capability to do most things.
Ok I see. I was going to use the Name field, which is a unique auto number field. I will take some time to work through your advice. I'm only 2 months into Salesforce, but I'm getting the hang of it.
One more quick question. What kind of Logging-in capabilities does Salesforce provide on a website to external users?
Portal users can log in to a web site - cost wise these range from full portal licenses (higher) to authenticated web site licenses (lower)
Cool thanks so much for the help Bob,
Would you mind if I email you when I have any more questions? Would be much appreciated,
Regards,
Stadler
Better if you do it through the boards - that way others will reply if I don't!
Ok great, thanks again - much appreciated