Ahsan (ahsan@shield-legal.com)
2024-10-14 12:33:22

Hey Darrel qq about the Asbestos Vogelzang outlook flow you helped Dwight with. Do you remember how docs were uploaded into their Salesforce?

Darrell (darrell@shield-legal.com)
2024-10-14 12:45:42

Hi Ahsan. Cant recall if we were sending documents. They are using the builtin web2lead functionality of salesforce. its a pre-configured connector. At its core, Web-to-Lead is a simple HTTP POST request that sends form data from a website to Salesforce's Web-to-Lead endpoint. Here's the high-level flowThe form data is sent via an HTTP POST request to Salesforce's Web-to-Lead endpoint. Salesforce processes the request and creates a new Lead record with the provided information. They were copying that data to their intakes. The visitor is redirected to a specified URL after submission.

Darrell (darrell@shield-legal.com)
2024-10-14 12:47:06

standard Web-to-Lead functionality does not support file or document uploads out of the box.

Darrell (darrell@shield-legal.com)
2024-10-14 12:47:34

ndpoint accepts only application/x-www-form-urlencoded content type and not multipart/form-data needed for file uploads

Ahsan (ahsan@shield-legal.com)
2024-10-14 12:47:53

OK that makes sense, we were frustrated because we couldnt figure out how to send the docs.

Darrell (darrell@shield-legal.com)
2024-10-14 12:48:16

Same customer?

Ahsan (ahsan@shield-legal.com)
2024-10-14 12:48:21

yup

Darrell (darrell@shield-legal.com)
2024-10-14 12:49:59

We can send them through a Salesforce Connected App or we can possibly share the document url links via this connector

šŸ‘:skin_tone_4: Ahsan
Ahsan (ahsan@shield-legal.com)
2024-10-14 12:53:11

Yea just wanted to confirm how docs were being sent if at all.

šŸ‘:skin_tone_3: Darrell
Darrell (darrell@shield-legal.com)
2025-02-20 16:34:42

43,484 Records. Most referred by us but included all

DiCello Levitt Master Client List .csv
Darrell (darrell@shield-legal.com)
2025-03-04 11:10:34
Dicello Levitt.csv
šŸ Ahsan
Ahsan (ahsan@shield-legal.com)
2025-05-07 12:21:21

Hey Darrell, I dont see you in office today. I know Friday is your last day and I am out thurs, fri. So I just wanted to say it was a pleasure working with you. I learned alot more about salesforce than I previously knew. I hope you go to greener pastures both workwise and monetarily. You are a real one. If you need any endorsements on Linkedin or anything let me know, I would be happy to give them!

Darrell (darrell@shield-legal.com)
2025-05-07 12:27:04

Hey Ahsan! Thanks a ton for the thoughtful noteā€”I really appreciate it! Working with you has been a highlight of my time here, and Iā€™m glad the Salesforce deep dives proved useful. Iā€™ve learned plenty from you as well, both professionally and personally. I'll miss our conversations. Iā€™ll definitely take you up on staying in touch. Hereā€™s my personal email and mobile. dmcloudtech@gmail.com

Any endorsement from you would mean a lot, and Iā€™m more than happy to reciprocate. Wishing you continued success, and feel free to reach out anytimeā€”whether itā€™s a quick question or just to say hello. Take care, Darrell

Darrell (darrell@shield-legal.com)
2025-05-07 12:27:25

oooops

Darrell (darrell@shield-legal.com)
2025-05-07 12:27:53

Hey Ahsan! Thanks a ton for the thoughtful noteā€”I really appreciate it! Working with you has been a highlight of my time here, and Iā€™m glad the Salesforce deep dives proved useful. Iā€™ve learned plenty from you as well, both professionally and personally. I'll miss our conversations. Iā€™ll definitely take you up on staying in touch. Hereā€™s my personal email and mobile. dmcloudtech@gmail.com

Any endorsement from you would mean a lot, and Iā€™m more than happy to reciprocate. Wishing you continued success, and feel free to reach out anytimeā€”whether itā€™s a quick question or just to say hello. Take care, Darrell