Salesforce - Get an attachment
Use the Salesforce - Get an attachment action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to get an attachment from a specified record in Salesforce. Use the Salesforce - Get an attachment action when you want to retrieve a single file from a record.
To retrieve all the files attached to a Salesforce record, use the Salesforce - Get attachments from a record action.
For more information about Salesforce, go to Salesforce.
Configure the Salesforce - Get an attachment
-
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.
- Under Attachment ID, select the ID of the file that you want to retrieve.
- Under Output, select a variable to store the retrieved file.
For more information on all the required and optional configuration fields, go to Salesforce - Get an attachment action fields, buttons, and settings.
Salesforce - Get an attachment action fields, buttons, and settings
Section |
Field |
Description |
Variable types |
---|---|---|---|
(unlabeled) |
The Salesforce connection to use to access Salesforce to retrieve the attachment. |
(n/a) |
|
|
Attachment ID |
ID of the attachment to be retrieved. Accepts an inserted variable. |
Boolean, Collection, DateTime, Decimal, Integer, Text |
Output |
Attachment |
Object variable that includes the following variable to store the retrieved attachment:
|
Object |