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
-
Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.
- Select a Connection. If you do not have a connection, see Add a connection.
- 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 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) |
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:
|
Object |