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

  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. Select the Object name.
  3.  Specify the Record ID of the Salesforce record you want to retrieve all attachments.
  4. 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)

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 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:

  • Attachments: Collection variable to store the retrieved attachments.

Object