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. Actions are the steps the workflow performs to complete a process. 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 |