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Solution home App Resources Salesforce

Working with Attachments in Salesforce

Created by: Nivedita Rajendiran

Modified on: Thu, Aug 18, 2016 at 5:44 PM

SOQL Query for Attachments-- To get Salesforce data for any attachment type objects, you can perform an SOQL query using the Schedule object query trigger for Salesforce.

Here is a list of attachment objects you that you can get information on:

Attached Content Document

Attachment

Content Document

Content Document Feed

Content Document History

Content Document Link

Content Delivery (ContentDistribution)

Content Delivery View (ContentDistributionView)

Content Version

Content Version History

Document

Document Entity Map

Note

Note and Attachment

Note, Attachment, Google Doc and File (CombinedAttachment)

User Owned File (OwnedContentDocument)

See Salesforce Field Reference for more information on these objects.

Search objects (attachment)-- You can search for attachments by using the Search objects action and selecting Attachments in the Search for field.


Download attachment-- Attachments can be downloaded from Salesforce with this action via Attachment ID. An attachment is any file that is user-uploaded and attachment to a parent object. When you download file content in Workato, you are not actually downloading the file to your computer. Downloading file content is useful with text-based files, allowing you to use the text content of a downloaded file in further steps of your recipe. 


Attaching Notes to parent objects (in Create Note)-- When creating a Note, you can attach it to a parent object (an Account, Contact, or Opportunity) by ID. Notes created through Workato can only contain text.

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Nivedita is the author of this solution article.

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