Salesforce Assign file action

The Assign file enables you to work with files attached to Salesforce records without downloading them. This action leverages file stream capability to assign a file variable for a file available in Salesforce records.

Overview

The Assign file action allows you to assign a file variable to hold the file stream of a Salesforce file. You can use this file variable as input in any file stream compatible actions within the session. During runtime, the actions stream the file directly from the Salesforce server. The Assign file also enables you to create, run, and manage API Tasks for file-based operations in Salesforce. For more information about file streams, see File streaming using file variable.

Settings

You can produce a file stream for a file in the Salesforce using the record ID and the object ID of the file. The following settings are available in Salesforce Assign file action.

Screenshot of Salesforce Assign file action settings pane
Object's record ID
Enter the record ID of the Salesforce object in which the file is available.
Content document ID
Enter the ID of the document that is available in the Salesforce record. The action assigns the file variable for this file.
Session name
Define a name for the session. Default is set as the default session name.
Assign file to a variable
Specify the file variable to hold the file stream. You can either create a file variable using Create variable option or select an existing file variable from the drop-down. During runtime, the action assigns this file variable to the file available Salesforce record.