Hi,
I am looking for documentation on how to automatically create a folder structure for each Person Account within Salesforce upon Account Creation. I see the flow templates, but I’m unsure of where to get the Account Folder Id or where to set up a folder template (and where to get that Id). I’d appreciate any assistance in the form of documentation and/or video showing how to do this. Thank you.
The template folder would be a folder is an existing folder you would like to clone.
You can find a template folder id by navigating to the folder in box and looking at the url. For example https://cloud.app.box.com/folder/2379701833 The folder id is 2379701833
The template folder will need to be shared with the Service account in Salesforce, but otherwise can be stored anywhere in box.
You can use
getFolderIdByRecordId) to get the folder Id for the account you are on.Thank you, David!
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