Download an Attachment from Salesforce

To download an attachment from Salesforce to a local file system, do the procedure in this topic.

Download Attachment Configuration 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 Download Attachment Download Attachment icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Download Attachment Configuration screen, click Download Attachment Download Attachment icon.

Procedure

  1. On the Download Attachment 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

    Attachment ID

    Function:
    Specifies the ID for your attachment.

    The attachment ID comes from Salesforce. It tracks a Salesforce attachment.

    Accepted Values:
    A valid attachment ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Local Path

    Function:
    Specifies the location of the file system folder on the local computer where the activity does an action, such as uploading or downloading files.

    This setting gives the source location for the files to be uploaded and the target location for the files to be downloaded.

    Accepted Values:
    A file path relative to the AgilePoint Server application's root directory.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • If AgilePoint Server is installed at:

      c:\Inetpub\wwwroot\AgilePointServer\

      And, the file once downloaded is to be located at:

      c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt

      Then, the LocalPath property must be set to the following value:

      files

    • If AgilePoint Server is installed at:

      c:\Inetpub\wwwroot\AgilePointServer\

      And, the file once downloaded is to be located at:

      c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt

      Then, the LocalPath property must be set to the following value:

      files\temp

  3. (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 Attachment ID in Schema Node

    Function:
    Specifies the process data variable that contains your attachment ID from Salesforce.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces or special characters.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  4. Click Target Configuration Target Configuration icon.
  5. On the Target Repository screen, select the target location for your file.

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