Upload a form to Salesforce Files
You can upload the generated form to the related list "File" of the Salesforce record. If multiple records are selected, a form will be uploaded to each record.
Restriction
Experience Cloud does not support this feature.
This feature cannot be used when an external object is specified as the data source.
This section explains the settings for uploading a form to a Salesforce record.
SVF Cloud for Salesforce
Create a form layout
You can create a form layout by using the form layout creation tool. Note that the type of a generated form will differ depending on the type of form layout.
Types of form layouts | Types of forms generated |
|---|---|
XML file | PDF file |
Excel file | Excel file |
Word file | Word file |
Set SVF buttons
On the 
SVF Button Settings screen of the SVF Cloud Manager, set the following.
Setting item | Setting |
|---|---|
SVF Button Information - | In the list of actions, select |
Caution
When you have changed the existing SVF button settings, you need to create the print button again.
Reference
The above is the minimum required settings to upload a form to a Salesforce record. See "2. Set SVF button in Sandbox environment" for common settings regardless of output method.
Optional settings
Configure the settings on SVF Cloud Manager. Go to the SVF Button Settings screen - SVF Button Information - 
- Settings screen.
Output PDF file with document security enabled
You can specify it when the form layout is an XML file.
This restricts operations on PDF files.
Setting item | Setting |
|---|---|
PDF tab - PDF Security Options | On (For details on each setting, see "Advanced setting items of the SVF button") |