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.

Before you start 

Configure the Salesforce - Add attachments to a record action

In the Designer page: 

  1. Click the Salesforce action group in the action toolbox.

    or

    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.

  2. Drag the Salesforce - Add attachments to a record action to the point in the workflow when you want to add attachments to a record.
  3. Click the Salesforce - Add attachments to a record action.
  4. Select a Connection.

  5. 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.
  6. In Parent record ID, specify the record you want to attach the file to.
  7. 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.