Salesforce - Store a file

The Salesforce - Store a file action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. stores the file to the specified destination in Salesforce.

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Before you begin: 

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Configure the Salesforce - Store a file action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  1. Select a Connection. If you do not have a connection, see Add a connection.
  2. In Source file, select the file you want to store.
  3. 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.

  4. 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)

Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's 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 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.

  • Library:

    • Library: The library location in Salesforce where you want to store a file.

    • Path: Path to the folder in Salesforce where you want to store a file.

  • My Files:

    • Filename: The name of the file to store in Salesforce. Accepts an inserted variable.

Text
Output

Result

Object variable to store the ID of the file after it is stored in Salesforce.

Object