Salesforce - Associate a file to a record

Use the Salesforce - Associate a file to a record action A tool for building the processes, logic, and direction within workflows. to link a file to a record in Salesforce.

For more information about Salesforce, go to Salesforce.

Configure the Salesforce - Associate file to a record

  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 Content document ID to associate, specify the ID of the file you want to associate a record with.
  3. In Record ID, specify the ID of the record you want to associate a file with.

Salesforce- Associate file 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 associating a file to a record in Salesforce.

(n/a)

 

Content document ID to associate

The ID of the file to be associated with a record.

Text

  Record ID The ID of the Salesforce record you want to associate a file. Text

Output

Content document Link ID

Variable to store the ID of the content document after it is linked to the record.

Text