A common request from recruiters is to have the ability to upload a PDF and save it to a Contact in Salesforce (or your Salesforce-based Applicant Tracking System (ATS) such as Byner, Seven20, MySolution, Bullhorn for Salesforce, TalentRover or TargetRecruit, etc.
This is both possible and easy with Salesforce! It will require about 10 minutes of work on the part of your Salesforce Admin.
Configuration
Create a formula field of type Checkbox on the Salesforce Contact.
While you can give the field any label you want, the field Name must be salesbolt_upload_pdf so that the final API Name is exactly salesbolt_upload_pdf__c
When Salesbolt creates a Salesforce Contact, it will check the value of this formula field immediately after creating the record. If the value is TRUE, then Salesbolt will retrieve the PDF and save it on that Contact record.
Example Formulas
The formula can be whatever you need it to be. However, for testing, you might want to start with the simplest of formulas, TRUE
Once you've tested it and it's working, you can make the Formula suit your business needs, such as only making the formula TRUE if the contact is (for example) under a specific Salesforce Account.
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