How to send a file to Salesforce as an attachment

This example demonstrates how to attach a file to Salesfoce 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.

  1. Salesforce Read will query the account record that the file will be attached to.

  1. Extract the Salesforce record Id and OwnerId from the Salesforce output.

  1. Use the “Binary to Document” to convert the binary file stream to document for mapping

  1. Merge the ID with the File using the Merge option in Join Snap

  1. Map the Salesforce Attachment structure

  1. Create Salesforce Attachment record using Salesforce Create Snap

Downloads

Salesforce Attachment_2017_02_23.slp (10.3 KB)