Salesforce Chatter post file

Attaches a file to a post on Salesforce Chatter. Use this action to make a post to share information and collaborate with other people across your organization.

Note: This is an external action and may execute on servers running outside your data center Centralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.

Action settings

Do one of the following to open the Action configuration window:

  • Double-click the action.
  • Click on the action and then click Configure.

See Action configuration window for more information.

Field Description

Username

Specify the Salesforce username.

Password

Specify the Salesforce password.

Security token

Specify the Salesforce security token.

Note: For more information on security tokens, refer to the following topic in Salesforce online help: "Resetting Your Security Token."

Message

Specify a message or comment about the file. Maximum: 5000 characters.
Recipient

Specify the recipient of the post.

  • Followers: The post will appear on the followers' feed.
  • Group: The post will appear on the members' feed.
  • User: The post will appear on the user's feed.
Group name / User's email address

If Group is selected as the recipient, specify the group name. If User is selected as the recipient, specify the user's email address. If Followers is selected as the recipient, leave blank.

File to upload

Select one of the following items.

  • Existing SharePoint content: Enter the URL to the file within the current site.

  • Content: Provide the content to be added into the file.

  • Current item (option available for workflows associated with lists): Upload the current file that the workflow is running on.

Note: The maximum file size allowed is 100MB.
File name

Specify a filename and extension for the attachment to appear on the post.
File description

Specify the description for the file. Descriptions can be up to 1000 characters.
Post successful

Specify a Boolean variable to store whether or not the post was successful. Returns "Yes" if the feed was posted successfully.
Post ID

Specify a text variable to store the ID of the post.
Post URL

Specify a text variable to store the URL of the post.
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.