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Shubham Panda 7
copying assignments account to contact and opportunity
i want to attach a file in account and want to show the same attached file in the related contact and related opportunity.
i know this can be achieved by trigger and i tried also but i'm getting the reverse of it.
can somebody help me to achieve this??
i know this can be achieved by trigger and i tried also but i'm getting the reverse of it.
can somebody help me to achieve this??
You can accomplish this by creating a new ContentDocumentLink and assigning the contactId and the opportunityId to the ContentDocumentLink.LinkedEntityId. Below is a brief sample of how this can be accomplished. You need some understanding of how salesforce files work. This is a good start. https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_content.htm#sforce_api_erd_content
Hope this helps answer your question.--Jose
All Answers
You can accomplish this by creating a new ContentDocumentLink and assigning the contactId and the opportunityId to the ContentDocumentLink.LinkedEntityId. Below is a brief sample of how this can be accomplished. You need some understanding of how salesforce files work. This is a good start. https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_content.htm#sforce_api_erd_content
Hope this helps answer your question.--Jose
its working