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Note

Try to avoid setting this limit excessively high, as it may create problems with Salesforce limits. For greater file storage capability a third party file service may be a better option. Hook into form submission responses with event handlers to relate external items to visitors.

Salesforce limits allow a maximum of 6 million characters per string. Due to the way files are encoded into the REST request, this limits the total size of each request to approximately 4.3MB. Requests which exceed the maximum will receive a response with 413 HTTP status code.

Complex requirements

Files may also be handled by directly mapping to the Content Version object. The :_fname, :_ftype and :_fdata properties may be mapped directly to the appropriate fields. The latter is automatically decoded to a Blob type which is suitable for the Version Data field.

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To link the document to another object, the ContentDocument Id field must also be present so that the value can be chained to Content Document Link mapping. S4S Cloud The send2crm service automatically re-loads the Content Version object to get the generated value when creating a new record.

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External file sources

Large files and those shared with other systems may be handled as external documents using Salesforce Files Connect, e.g. with a Google Drive or SharePoint service.

Salesforce Files Connect documentation

  1. Perform the file upload to the external service using your website back end or as desired.

  2. Submit the file details with the send2crm form. The mapping should create a Content Version object similar to above, but with the Content Location set to ā€œEā€ (for external) and the External Data Source Id set to your configured data source.

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