Add File to Record

This activity helps the users to attach an uploaded file to a specified Salesforce record, such as an Account, Contact, or Opportunity.

Properties

Configuration

Once the integration is connected from the Manager, the property panel will automatically display the connected integration.
If you see the message “Add new connection”, click here to learn how to set up a new connection.

Below are the properties available after the project has been integrated:

Salesforce: *This parameter indicates the account name associated with the integration.

INPUT

Content Document ID: *Specify the File ID of the attachment uploaded to the Salesforce account. It accepts values in the “String” datatype. You can retrieve the “File ID” from the output of the “Upload File” activity.

Record ID: *Specify the Account ID, Contact ID, Lead ID or Opportunity ID to link the file to. It accepts values in the “String” datatype.

Share Type: *Defines the sharing permissions for the uploaded file. Choose the option from the drop-down or you can directly provide the values in “String” datatype. 

Viewer Permission: Grants permission for all users to view the file.
Collaborator Permission: Grants permission for collaborators only to view the file.
Inferred Permission: Makes the file invisible and prevents sharing.

Visibility: Specifies whether the file should be visible to all users, internal users, or shared users. You can select an option from the drop-down menu or directly enter the values in the “String” datatype.

MISC

SkipOnError: Specify the “Boolean” value as “True” or “False.”
True: Continue executing the workflow regardless of any errors thrown.
False: Halt the workflow if it encounters any errors.
None: If the option is left blank, the activity will, by default, behave as if “False” were chosen.

Version: It indicates the version of the feature being used.

OUTPUT

File Record Link: It helps to view the details of the file uploaded, curated by custom class of Salesforce API. Click here to know how to view the output.

Result: This parameter allows you to view the execution status of the activity and returns a value in “Boolean.”
True: Indicates that the activity has been executed successfully without any errors.
False: Indicates that the activity has been unsuccessful due to an unexpected error being thrown.

* Represents mandatory fields to execute the workflow.