Add File to Record

Description

Add an uploaded file to a record in Salesforce.

Project compatibility

Windows | Cross-platform

Configuration

• Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

• File ID - The ID of the file to attach. This field supports String type input.
• Record ID - The ID of the linked object, such as Account, Contact, Lead, Opportunity, Chatter user groups. This field supports String type input.
• Share type - The permission granted to the user of the shared file in a library. For example, V for Viewer permission, C for collaborator permission, or I for inferred permission, i.e. the user's permission is determined by the related record.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional properties (in Studio Web).

Additional properties

• Visibility - Specifies whether this file is available to all users, internal users, or shared users. The valid values are AllUsers, InternalUsers, or SharedUsers.

Output

• File record link - Automatically generated output variable.