Capture assessment submissions from web form, find contact in Salesforce, create assessment record, and attach files

Capture assessment submissions from your web form, find the corresponding contact in Salesforce, create a new assessment record, and attach any submitted files. This process accelerates onboarding and improves data management.

Capture assessment submissions from web form, find contact in Salesforce, create assessment record, and attach files

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Overview

Capture assessment submissions from your web form, find the corresponding contact in Salesforce, create a new assessment record, and attach any submitted files. This process accelerates onboarding and improves data management.

Capture assessment submissions from web form, find contact in Salesforce, create assessment record, and attach files