Salesforce - Store a file
The Salesforce - Store a file action A tool for building the processes, logic, and direction within workflows. stores the file to the specified destination in Salesforce.
For more information about Salesforce, go to Salesforce.
Configure the Salesforce - Store a file 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.
- In Source file, select the file you want to store.
- In Destination location, select a destination type:
Library: Select a Library value and specify the Path where you want to store the file.
My Files: Enter the Filename.
- In Output, select a variable to store the ID of the file you want to store.
Salesforce- Store a file action fields, buttons, and settings
Section |
Field |
Description |
Variable types |
---|---|---|---|
(unlabeled) |
The Salesforce connection to use for storing a file. |
(n/a) |
|
Source file |
File |
The file to store inSalesforce. Accepts an inserted variable. |
File |
Destination location |
Select a destination type |
The location in Salesforce where you want to store the specified file.
|
Text |
Output |
Result |
Object variable to store the ID of the file after it is stored in Salesforce. |
Object |