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.

For more information about Salesforce, go to Salesforce.

Configure the Salesforce - Add attachments to a record action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  1. Select a Connection. If you do not have a connection, see Add a connection.
  2. 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.
  3. In Parent record ID, specify the record you want to attach the file to.
  4. Under Output, select a variable to store the ID of the file you want to attach.

For more information on all the required and optional configuration fields, go to Salesforce - Add attachments to a record action fields, buttons, and settings.

Salesforce - Add attachments to a record action fields, buttons, and settings

Section

Field

Description

Variable types

(unlabeled)

Connection 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.

The Salesforce connection to use for accessing the record to attach the file to.

(n/a)

 

Files to attach

The files to attach to the Salesforce record. Accepts an inserted variable.

Collection, File

 

Parent Record ID

The ID of the Salesforce record you want to attach the specified attachments to.

Boolean, Collection, DateTime, Decimal, Integer, Text

Output

Attachment IDs

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:

  • Attachment ID:Text variable to store the ID of the attachment after it is attached to the Salesforce record.
  • Attachment IDs: Collection variable to store the IDs of the attachments attached to the Salesforce record when more than one file is attached.

Object