Salesforce - Get attachments from a record

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.

Before you start 

Configure the Salesforce - Get attachments 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 attachments from a record action to the point in the workflow when you want to retrieve files from a Salesforce record.
  3. Click the Salesforce - Get attachments from a record action.
  4. Select a Connection.

  5. Select the Object name.
  6.  Specify the Record ID of the Salesforce record you want to retrieve all attachments.
  7. Under Output, select a variable to store the retrieved files.

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