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Paul09 I have a scenario where that data comes from 3 sources that has attachments. this data is split into header record with meta data and saved in salesforce and the attachment is saved in server. the document is reviewed in salesforce and sent it other database to store. how it is done?
Any suggestions is appreciated.
Hi Paul,
Not very sure that I understood your business requirement but here is what I think,
Create a Custom Object that can store your Records with Attachment,
When the external records are Loaded into Salesforce via API, create records and assign it to a team or a user, Specify a Status to know that this is a API generated record.
The team or user will verify the record and then forward to your other database flagged or the record Status as Completed.
You should be able to create fields, workflow rule and Assignment rules to achieve this process as I understand.
Reply back if there is something else that you are looking for.
Regards,
Ashish