Salesforce Download file attachment action

Use the Salesforce Download file attachment action to download a file from a record in Salesforce instance.

Vorbereitungen

Anmerkung: Ensure that the connection to Salesforce account is authenticated. For more information about authentication, see action „Authentifizierung“ in Salesforce.

Prozedur

  1. From the Actions pane, select Salesforce > Download file attachment and place it in the canvas.
  2. In the configuration pane, enter the following:
    Salesforce Download File Attachment action
    1. Enter the Object's record ID from which you want to download the file. For example: '5004W000026rD4HQAU'
      Anmerkung: The Salesforce package does not support downloading files from the the Attachment table as it is a legacy Salesforce feature.
    2. Enter the Destination folder where you want to save the file.
    3. Set Download all files/filter by to one of the following options:
      All files: Download all the attached files from a record.
      File name: Download a file by entering a file name.
      File extension: Download all the files with the same extension that you enter.
      Content document ID: Download a particular version of a file.
    4. Enter Default as the session name.
    5. Save the outcome to a variable. For example, the details of the downloaded files can be saved in a variable, such as ListResponse
  3. To verify, you can run the bot and whether the file is downloaded to the specified location. The following video demonstrates how to download a file from Salesforce to a location on a local system.
    Anmerkung:
    • The file is downloaded from the ContentDocument Object.
    • File names are limited to 50 alphanumeric characters and any special characters are filtered when you download the file. The downloaded file name includes a document version ID that is appended before the file name, this ensures that the file name is unique. For example, if the file name is TEST_a_quick_brown_fox then the downloaded file name is 0684W00000c3OXFQA2-TEST_a_quick_brown_fox.
    Anmerkung: Die Ausgabe wird als Liste vom Typ Dictionary abgerufen. Um einen einzelnen Datensatz (Zeile) in dieser Liste zu lesen, müssen Sie mit der Aktion Loop alle Wörterbucheinträge in einer Schleife durchlaufen und die Datensätze (Zeilen) einzeln lesen oder extrahieren. Zum Beispiel wird die Ausgabe von „Mehrere Datensätze abrufen“ in der Variablen list_of_records_any gespeichert. Wenn die Variable fünf Datensätze enthält, wird jeder Datensatz an die Aktion „Schleife“ übergeben, um einzeln verarbeitet zu werden.Aktion „Schleife“ für „Mehrere Datensätze abrufen“
    The output contains information such as document title, content document ID, file path, file extension, download status and error message if any of the downloaded file.