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Flow Outcome That Could Take a File in the "Notes and Attachments"

  • October 25, 2024
  • 0 replies
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Jey Bueno Box

🤔 If you are wondering a flow outcome that could take a file in the "notes and attachments" Salesforce record location and upload to a Box folder, Create File from attachment” method/action would be the way to go.

 

Whether the triggering action is on record related to the file/attachment or it is on the file/attachment will decide whether you can use a flow or need to develop a trigger. Flows are not supported on the ContentDocumentLink object as the triggering record.


If there is a record-page update as the trigger (e.g. opportunity is set to 'closed-won'), then we can trigger the outcome and move an attachment from that opportunity to Box.

Feel free to post your questions and insights with this flow. 🤗

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