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Chelsea Lukowski Integrate PDF's to Salesforce on a Schedule
I need some guidence, we have reports that are created as PDF's dailey/montly/yearly from an ERP system. These reports get reviewed and approved. We would like to use Salesforce to store the files and approvals. Is there a way to upload pdf's from a server to Salesforce and attach it to a record? What would be the best way to do this if it can be done?