Add an Attachment to a Salesforce Entity

To add an attachment to an entity for Salesforce, do the procedure in this topic.

Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce Salesforce icon tab.
      2. On the Salesforce Salesforce icon tab, drag the Add Attachment (Salesforce) Add Attachment icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Add Attachment to Entity Configuration screen, click Add Attachment Add Attachment icon.

Procedure

  1. On the Add Attachment to Entity Configuration screen, in the Salesforce field, select your Salesforce access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Salesforce.

  2. Complete these fields as necessary.
    Field Name Definition

    Parent Entity ID

    Function:
    Specifies the ID of the entity associated with your attachment.
    Accepted Values:
    A record internal ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  3. (Optional) If you want to limit access to the note, select Is Private.
    Field Name Definition

    Is Private

    Function:
    Specifies who can access an item.
    Accepted Values:
    • Selected - Only the owner and administrators can access the item.
    • Deselected - Everyone can access the item.
    Default Value:
    Deselected
    Accepts Process Data Variables:
    No
  4. (Optional) To store the attachment ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Attachment ID in Custom Attribute or Schema.
    Field Name Definition

    Store the Response Attachment ID in Custom Attribute or Schema

    Function:
    Specifies the process data variable that contains your attachment ID from Salesforce.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

  5. Click Source Configuration Source Configuration icon.
  6. On the Source Repository screen, select the source location for your file.

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