Salesforce - Get an attachment

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.

Before you start 

Configure the Salesforce - Get file from a record action

In the Designer page: 

  1. Click the Salesforce action group in the action toolbox.

    or

    Find actions by browsing action groups or by typing an action name or function in the Search field at the top of the action toolbox.

  2. Drag the Salesforce - Get an attachment action to the point in the workflow when you want to retrieve a file.
  3. Click the Salesforce - Get an attachment action.
  4. Select a Connection.

  5. Under Attachment ID, select the ID of the file that you want to retrieve.
  6. Under Output, select a variable to store the retrieved file.

For more information on the fields and buttons, see Salesforce - Get file from a record action fields, buttons, and settings.