Salesforce Download file attachment action

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

先决条件

注: Ensure that the connection to Salesforce account is authenticated. For more information about authentication, see Salesforce 身份验证 action.

过程

  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'
      注: 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.
    注:
    • 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.
    注: 输出以类型 Dictionary 的列表形式检索。 要读取此列表中的单个记录(行),您需要使用 Loop 操作循环遍历所有字典项,并单独读取或提取记录(行)。 例如,获取多条记录的输出保存在变量 list_of_records_any 中。 如果变量包含五条记录,则每条记录都会传递给循环操作,一次处理一个。循环操作以获取多条记录
    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.