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W

Whiggins+demo

started a topic over 1 year ago

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.  

CJ Wee

said over 1 year ago

Hi there,


You can attached the file by creating a Content Document Link as shown below.



1 person likes this
W

Whiggins+demo

said over 1 year ago

Brilliant, this worked.  Thank you very much for the response.  

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