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

2. Select a Connection. If you do not have a connection, see Add a connection.
3. In Content document ID to associate, specify the ID of the file you want to associate a record with.
4. 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 that enables workflows to communicate with external systems, services, or applications. It's 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