[AppExchange – 123FormBuilder] How to send PDF files as attachments?

This is possible with a very easy setup. Simply create a primary object then add Attachment as related object. After you choose it, two Salesforce required fields should be listed. Map the Body Salesforce field on the left with PDF Submissions on the right.

Submit the form and look for the PDF file in the Notes & Attachments object, related to your primary Salesforce object.

Bianca Nicolae
Bianca Nicolae
Bianca is a Business Analyst at CaptainForm. She identifies and implements strategies for product growth through data analysis and creative thinking.

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