DriveWorks Pro 16: Create A New Attachment In SalesForce [send feedback...]

Create A New Attachment In SalesForce

This Specification Macro Task creates a New Attachment in SalesForce.

Properties

Property NameDescription
TitleChanges the Title (not the name) of the task.
File NameThe Full File Path to the file including the file name and extension.
Entity IDThe Id of the entity (Account, Contact etc) to which the Attachment will be linked.
Custom Data

Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (This is an optional field as it is not always required).

For custom fields that you have created in SalesForce you need to append the end of the field name with two _s and a c like so '__c'

Return ConstantThe name of the Constant that the new Attachment ID will be posted to.

Example

When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.

Property NameExample RuleExample ResultMeaning
File Name"C:\MyDocuments\Images\TeamPicture.jpg"C:\MyDocuments\Images\TeamPicture.jpgThis is the Full File Path for the file you want to attach to the Entity including file name and extension.
Entity ID"0011t000003krq7AAA"0011t000003krq7AAAThis is the ID number for the Entity that you want to attach the file to.
Custom Data"Version__c=2"Version__c=2

This will populate the custom field Version with 2.

If you are using a custom field that you have added in SalesForce make sure you follow the field name with two _s followed by c like the example above.

Reporting Constant"DWConstantCreateNewAttachmentReport"DWConstantCreateNewAttachmentReportThis is the name of the Constant that the Task will report back to with the newly created Id for the Attachment that has just been added to the Entity.

Table of Contents