How to integrate PDF report from Jotform to Salesforce

"Buen día. Estoy buscando una manera de integrar un enlace en cualquier campo de Salesforce que me permita compartir el PDF de mi formulario. Actualmente, solo puedo integrar el ID de envío, lo cual no es útil en mi área de oportunidades de Salesforce. Necesito poder integrar el enlace que lleve al usuario directamente a la página del PDF para que pueda descargar el informe de la oportunidad. Esto sería mucho más eficiente."

Hello Brandoncasa,

Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

Now, coming back to your question, since it isn't possible to upload a PDF file or PDF link directly from Jotform after each submission, as a workaround, we can enable the PDF Attachment in the Notification email and set your Salesforce email as the recipient. Let me show you how:

1. On the Form Builder page, go to Settings at the top navigation bar.
2. Click Emails on the left panel and select Notification Email.
   
   
   
3. On the Email Settings, go to the Advance tab and enable Attach PDF.
4. Make sure to select the PDF template.
   
5. Finally, go to the Recipients tab and add your Salesforce email address as the recipient, then click on the Save button.
   

Give it a try and reach out again if you have any other questions.

Gracias por tu contribucion pero relamente no es lo que busco, vi en el foro como obtener la direccion base del origen del pdf que se genera en cada forumulario, la unica clave dinamica que cambia es el id de envio, ya con eso puedo agregar esa direccion en salesformce en el area de oportunidades o leads generados por cada formulario hecho como consejo espero que puedan agregar esa funcion de forma nativa para la integracion de salesforce con jotform ademas de

Hello Brandoncasa,

Thanks for getting back to us. I'm glad you were able to find another way to pull the PDF link into Salesforce. As for your other question, I've moved that to a new thread. You can check that out here.

Thanks for your patience and understanding, we appreciate it.