I want to upload PDF files from my drive to Salesforce. I tried to use the action from Utilities to Download a file from URL, then Create an Attachment in Salesforce to upload the file.
The file gets uploaded but the PDF file does not open or load correctly.
Best Answer
A
Amanda Wong
said
about 4 years ago
To download file from url using utilities, you need a publicly accessible URL to your file. Few things you need to do,
1) Ensure sharing settings of your google drive file is set to either of below
2) Obtain the direct URL of the google drive file as input URL in required field for action
Two ways to do this:
1) Retrieve Web content link of your file
Should work for any file type
Use recipe action in Google Drive to Search for file or folder e.g. search for file by name (name can be contained in data pill)
Web content link of file will appear in the app data output tree in a following step. You can use it to map into the URL required field
FILE_ID refers to the string ID in your file URL e.g.
If you have your file ID in a data pill, you can combine it with the default front portion of the url using formula mode, into a complete, valid url as below
Note: Ensure that you select Yes for Base64 encoding as that is required for creating attachments in Salesforce
These should ensure that your PDF gets uploaded correctly onto Salesforce.
Answer
Amanda Wong
said
about 4 years ago
To download file from url using utilities, you need a publicly accessible URL to your file. Few things you need to do,
1) Ensure sharing settings of your google drive file is set to either of below
2) Obtain the direct URL of the google drive file as input URL in required field for action
Two ways to do this:
1) Retrieve Web content link of your file
Should work for any file type
Use recipe action in Google Drive to Search for file or folder e.g. search for file by name (name can be contained in data pill)
Web content link of file will appear in the app data output tree in a following step. You can use it to map into the URL required field
FILE_ID refers to the string ID in your file URL e.g.
If you have your file ID in a data pill, you can combine it with the default front portion of the url using formula mode, into a complete, valid url as below
Note: Ensure that you select Yes for Base64 encoding as that is required for creating attachments in Salesforce
These should ensure that your PDF gets uploaded correctly onto Salesforce.
Saul Macht
PDF file from Google Drive
I want to upload PDF files from my drive to Salesforce. I tried to use the action from Utilities to Download a file from URL, then Create an Attachment in Salesforce to upload the file.
The file gets uploaded but the PDF file does not open or load correctly.
To download file from url using utilities, you need a publicly accessible URL to your file. Few things you need to do,
1) Ensure sharing settings of your google drive file is set to either of below
2) Obtain the direct URL of the google drive file as input URL in required field for action
Two ways to do this:
1) Retrieve Web content link of your file
2) Rewrite URL to correct formatIf you have your file ID in a data pill, you can combine it with the default front portion of the url using formula mode, into a complete, valid url as below
Note: Ensure that you select Yes for Base64 encoding as that is required for creating attachments in SalesforceThese should ensure that your PDF gets uploaded correctly onto Salesforce.
Amanda Wong
To download file from url using utilities, you need a publicly accessible URL to your file. Few things you need to do,
1) Ensure sharing settings of your google drive file is set to either of below
2) Obtain the direct URL of the google drive file as input URL in required field for action
Two ways to do this:
1) Retrieve Web content link of your file
2) Rewrite URL to correct formatIf you have your file ID in a data pill, you can combine it with the default front portion of the url using formula mode, into a complete, valid url as below
Note: Ensure that you select Yes for Base64 encoding as that is required for creating attachments in SalesforceThese should ensure that your PDF gets uploaded correctly onto Salesforce.