CJ Wee
Hi there,
You can attached the file by creating a Content Document Link as shown below.
Brilliant, this worked. Thank you very much for the response.
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Whiggins+demo
How do I attach a file to a record (account or opportunity) in Salesforce?
I am trying to figure out how to attach a file to an opportunity record I am creating in SFDC. I was able to figure out pretty easily how to upload a file but it does not give me the ability to attach it to the opportunity. I think it has something to do with attachments are stored as binary blogs in the record db. There just doesn't seem to be a easy way in Workato to take a downloaded file and then just upload it as an attachment on the record. Maybe I am missing something.