Salesforce - Get an attachment

Use the Salesforce - Get an attachment action A tool for building the processes, logic, and direction within workflows. 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

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add, rename, and copy actions.

  1. Select a Connection. If you do not have a connection, see Add a connection.
  2. Under Attachment ID, select the ID of the file that you want to retrieve.
  3. 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)

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 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:

  • Attachment: File variable to store the retrieved attachment.

Object