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.

Before you begin:

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Configure the Salesforce - Associate file to a record

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

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