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How to send a file to Salesforce as an attachment

dshen
Employee
Employee

‎02-07-2017 03:09 PM

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

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

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

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

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  1. Map the Salesforce Attachment structure

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  1. 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)

Salesforce Attachment_2017_02_23.slp
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