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Is it possible for lead guestuser to submit attachments
I have created a site, referenced a visualforce page which is a form and hosted it in an ifrane on the company's website. The form when completed and submitted, creates a lead in Salesforce, and the form is renderedAs a pdf, and attachment laso gets inserted in salesforce, and related to the lead. So far so good.
Here's another use case i am trying to solve -
There are certain types of leads that are created manually.
After the lead is created, we email out the form link to the lead.
How can i ensure that when the lead submits the form, it finds the already created lead record in salesforce, and does not create a duplicate.
Thanks
When the lead submits this form, how can the form which is renderedAs pdf be attached to the already created lead. ?
Here's another use case i am trying to solve -
There are certain types of leads that are created manually.
After the lead is created, we email out the form link to the lead.
How can i ensure that when the lead submits the form, it finds the already created lead record in salesforce, and does not create a duplicate.
Thanks
When the lead submits this form, how can the form which is renderedAs pdf be attached to the already created lead. ?
Greetings!
You would need to first find out the duplicate lead record and then update the existing lead record using trigger.
Please find the sample code in the below thread:
https://salesforce.stackexchange.com/questions/293825/create-a-trigger-to-merge-leads-if-the-email-already-exists-on-a-lead
Please mark it as best answer if it helps you to fix the issue.
Thank you!
Regards,
Shirisha Pathuri