Auto Upload
Upload Salesforce files on record update
Save valuable time and energy by leveraging automation to upload attachments or files to SharePoint. This process ensures that specific records and files are automatically placed into their designated folders. By automating this task, you can enhance productivity and focus on more strategic aspects of your work, knowing that your SharePoint repository is consistently organized and up-to-date without manual intervention.
Use Screen Flows to retrieve related files and attachments from the contextual record and upload them to SharePoint using the “Uploads an Attachment, Content Version, or Content Document” action. Simply specify the file and folder. Finally, ensure to include the commit action provided by the managed package. To initiate this process, add a button on the page that triggers the screen flow. Click on the button to execute the flow, and watch as all files associated with that record are uploaded!
Simplify your workflow with Salesforce Flows. Create and manage folders effortlessly, tailored to each account by dynamically populating them with the account names. The folders conveniently open directly on the corresponding Salesforce record, streamlining user access and enhancing productivity. This automation ensures that your team can seamlessly work within the relevant folders, making account management a breeze. Save time and increase efficiency – it’s all taken care of automatically when an account is created or updated. Elevate your Salesforce experience with this user-friendly and efficient solution.
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