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Diarmuid O'Shea 9
Adding Files to Objects
Good Afternoon,
I am hoping soeone may be able to advise on best practise. Each day a number of new 'files' are added to our insance of salesforce , these are related to specfic accounts. Is there a way using a trigger or flows of auotmaically adding these to the relevant account if it can be identidied via the file name.
Many Thanks
I am hoping soeone may be able to advise on best practise. Each day a number of new 'files' are added to our insance of salesforce , these are related to specfic accounts. Is there a way using a trigger or flows of auotmaically adding these to the relevant account if it can be identidied via the file name.
Many Thanks
Another recommendation is to do a mass upload specifying the parentId using data loader
https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/loader_attachments.htm
Let me know if this helps, if it does, please close the query by marking it as solved. It may help others in the community. Thank You!