Salesforce - Get attachments from a record
Use the Salesforce - Get attachments from a record action A tool for building the processes, logic, and direction within workflows. to get all the files attached to a specified record in Salesforce.
To retrieve a single file attached to a Salesforce record, use the Salesforce - Get an attachment action.
For more information about Salesforce, go to Salesforce.
Configure the Salesforce - Get attachments from a record action
-
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.
- Select the Object name.
- Specify the Record ID of the Salesforce record you want to retrieve all attachments.
- Under Output, select a variable to store the retrieved files.
For more information on all the required and optional configuration fields, go to Salesforce - Get attachments from a record action fields, buttons, and settings.
Salesforce - Get attachments from a record action fields, buttons, and settings
Section |
Field |
Description |
Variable types |
---|---|---|---|
(unlabeled) |
The Salesforce connection to use to access Salesforce to retrieve the attachments from a record. |
(n/a) |
|
|
Object name |
The object type of the Salesforce record you want to get attachments from. Accepts a selection from the drop-down list. Options in the drop-down list depend on the selected Salesforce connection. |
Boolean, Collection, DateTime, Decimal, Integer, Text |
Record ID | The ID of the Salesforce record you want to retrieve attachments from. | Boolean, Collection, DateTime, Decimal, Integer, Text | |
Output |
Attachments |
Object variable that includes the following variable to store the retrieved attachments:
|
Object |