Salesforce - Add attachments to a record
The Salesforce - Add attachments to a record action A tool for building the processes, logic, and direction within workflows. adds attachments to a specified record in Salesforce. The action can be used to store one or many attachments to the specified record.
Salesforce is a customer relationship management (CRM) suite that offers applications with a focus on sales and support.
For more information on Salesforce, see the company website.
In the context of Nintex Workflow Cloud, Salesforce is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores.. For information on actions and start events available with Salesforce, see Connectors.
The Salesforce connections Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store. you use with Nintex Workflow Cloud must be associated to Salesforce organizations with API access. See the Salesforce editions with API Access knowledge article for more information.
Variables allow you to store and manipulate data and files in your workflows. They can be created by start events, forms, tasks, workflow actions, or automatically created when a workflow is run. For more information, see Variables.
You can start a workflow whenever a new or updated file is detected (example: Box - New file), upload files on start or at any point in the workflow, generate documents from tagged templates, send and receive files via email, and manipulate files. You can set up file handling in your workflow start event The connector and event for triggering the workflow to run, including required configuration. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder. and actions A tool for building the processes, logic, and direction within workflows..
Note: Your tenancy's default file storage location must be configured to hold files for later reference by the workflow. This location is used for uploaded files and for files stored as output from actions.
- Start your workflow when a new or updated file is detected in a service; for example, see Box - New file and Connectors.
- Store a file reference for use later in the workflow (file share connector start events)
File share connector start events, such as Box - New file, require you to add each start event variable that you want to reference later in the workflow. The variables provided vary by start event. See Connectors.
On the Designer canvas, click Start event.
Select a connector from the Start from drop-down list.
Select an event from the Event drop-down list.
- Click Add variables.
- Select the predefined variables that you want to add to your workflow. If you know the variable and you want to find it faster, type the variable name in the Filter options field. To select all variables, click Select All.
- Click Add.
Note: If you want to edit the selection of variables, hover over the variable, click , and then click Show Details. Edit the variable name in the Name field or click .
- Upload files when filling in a form from:
Programmatically upload files for a Component workflow A workflow that can be started from outside the tenancy; the workflow uses the "Component workflow" start event.; see Nintex - Component workflow
- Generate documents from tagged templates using Generate document
- Send and receive files via email; for example, see Assign a task
- Manipulate files in services (see Connectors):
- Get, store, move, copy, or delete files using file share connector actions A workflow action that performs a basic operation through a connected system, such as Salesforce or Box., such as Box - Move a file
- Get and attach files in Salesforce
- Get and store files in SharePoint
- Get signatures: Get and store signed documents using DocuSign or Adobe Sign.
Store a file for use later in the workflow
For example, store any email attachments received by the task assignee.
- On the Designer canvas, click the action you want to configure.
Find the output field for storing the file or set of files.
For example, to store attachments received in task assignee email replies when they may attach multiple files, use the Assign a task Multiple file attachments option for the Store output field.
- In the output field, select a variable or specify a file path:
Select a variable. For outputs storing multiple files, select a collection variable. For outputs storing a single file, select a file variable.
Specify a file path. You can use any combination of text and variables, beginning with the root folder. If available, use the folder browse icon on the right of the path field to navigate to the folder and any subfolders that you want, and then edit the path as desired to include variables and different text.
Reference a stored file
For example, reference the new Box file that started the workflow to attach it to a task email notification or reference an image received by the task assignee to generate an invoice document.
- On the Designer canvas, click the action you want to configure.
- Find the field where you want to reference the stored file select a variable or specify a file path:
Select the file variable associated with the stored file. For example, select the variable for the new Box file that started the workflow or select the variable storing Multiple file attachments output from a task action.
Specify the file path where the file is stored. You can use any combination of text and variables, beginning with the root folder. If available, use the folder browse icon on the right of the path field to navigate to the folder and any subfolders that you want, and then edit the path as desired to include variables and different text.View example
Both a file variable and a file path are used in the example image below for the Dropbox Business - Copy a file action. A file variable is selected for Source and a file path is specified for Destination.
The variables "CountryVariable" and "Program" insert the values into the file path as determined by earlier workflow logic (in this case, fields in a submitted form). For example, if the person submitting the form selects Australia for country and specifies Inspire2017 for program, then the resulting file path is "/SpecialProgramNDAs/Australia/Inspire2017NDA.docx."
Configure the Salesforce - Add attachments to a record action
In the Designer page:
Click the Salesforce action group in the action toolbox.
Find actions by browsing action groups or by typing an action name or function in the Search field at the top of the action toolbox.
- Drag the Salesforce - Add attachments to a record action to the point in the workflow when you want to add attachments to a record.
- Click the Salesforce - Add attachments to a record action.
Select a Connection.Don't have one yet? Follow these steps to create a Salesforce connection
In the drop-down list for Connection, select Add new connection.
A small "Connection" window appears, prompting you for a connection name and an endpoint address. (The URL for the connector service, including domain, is indicated above the credential fields.) The example image shows the name "Account Management Box" being entered as the name of the new Box connection.
The entered name is validated for uniqueness. If credentials are not stored in the browser for the selected connector service, then you are prompted for credentials.
Enter credentials if prompted.
Upon successful login, you are prompted to grant or deny access to Nintex Workflow Cloud.
Click the option to grant access.
The "Connection" window closes. Your newly added connection now appears in the Connection field.
- In Files to attach, specify the file to attach: Either select a file variable or type a file path for a given file connector and connection.
- In Parent record ID, specify the record you want to attach the file to.
- Under Output, select a variable to store the ID of the file you want to attach.
For more information on the fields and buttons, see Salesforce - Add attachments to a record action fields, buttons, and settings.
The Salesforce connection to use for accessing the record to attach the file to.
Files to attach
The files to attach to the Salesforce record. Accepts an inserted variable.
Parent Record ID
The ID of the Salesforce record you want to attach the specified attachments to.
Boolean, Collection, DateTime, Decimal, Integer, Text
Object variable to store the ID(s) of the attachment(s) after it is attached to the Salesforce record. The object includes the following variables: