This example demonstrates how to attach a file to Salesforce as an attachment. The sample pipeline will read a file from source, query an account record from Salesforce and attach the file to the record as an attachment.
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- Salesforce Read will query the account record that the file will be attached to.
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- Extract the Salesforce record Id and OwnerId from the Salesforce output.
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- Use the “Binary to Document” to convert the binary file stream to document for mapping
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- Merge the ID with the File using the Merge option in Join Snap
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- Map the Salesforce Attachment structure
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- Create Salesforce Attachment record using Salesforce Create Snap
Configuration
Snaps in Use: Salesforce Read, File Reader, Binary to Document, Mapper, Join, Salesforce Create
Downloads
Salesforce Attachment_2017_02_23.slp (10.3 KB)