Salesforce Download file attachment action
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- Última actualización2025/09/24
Salesforce Download file attachment action
Use the Salesforce Download file attachment action to download a file from a record in Salesforce instance.
Antes de empezar
Nota: Ensure that the connection to Salesforce account is authenticated. For more information about
authentication, see action Autenticación de Salesforce.
Procedimiento
- From the Actions pane, select Salesforce > Download file attachment and place it in the canvas.
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In the configuration pane, enter the following:
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Enter the Object's record ID from which you want to
download the file. For example: '5004W000026rD4HQAU'
Nota: The Salesforce package does not support downloading files from the the Attachment table as it is a legacy Salesforce feature.
- Enter the Destination folder where you want to save the file.
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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.
- Enter Default as the session name.
- Save the outcome to a variable. For example, the details of the downloaded files can be saved in a variable, such as ListResponse
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Enter the Object's record ID from which you want to
download the file. For example: '5004W000026rD4HQAU'
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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.
Nota:
- 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.
Nota: La salida se recupera como una lista de tipo Dictionary. Para leer un registro (fila) individual de esta lista, debe recorrer todos los elementos del diccionario utilizando la acción Loop y leer o extraer los registros (filas) individualmente. Por ejemplo, la salida de la acción Obtener varios registros se guarda en la variable list_of_records_any. Si la variable contiene cinco registros, cada registro se pasa a la acción Bucle para que se procese uno a la vez.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.