cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
habib6093
Frequent Visitor

Save Salesforce attachments to Sharepoint

Hello good people,

I am new to Power Automate and Salesforce lightning. Currently, I'm working on Salesforce to Sharepoint integration. In Salesforce, If a user uploads files in the Notes & Attachment section of any Opportunity item, I have to create a folder in Sharepoint and save the uploaded file there.

habib6093_0-1631544904862.png

My plan was to trigger a flow whenever a file gets uploaded and retrieve the file and opportunity id for further work. So I created a flow and triggered it when a content document object is created.

2nd.JPG

Although the Content Document object contains file information like Name, Size and FileExtension, I couldn't find the file content to save it to the Sharepoint folder. I also looked into the Content Versions and Content Document Link but the file content isn't available there.

Am I missing something? Can someone guide me on where to find the file content? Is there any other way to save the attachment files from Salesforce Lightning to Sharepoint?

0 REPLIES 0

Helpful resources

Announcements
MPA Virtual Workshop Carousel 768x460.png

Register for a Free Workshop

Learn to digitize and optimize business processes and connect all your applications to share data in real time.

New Process Advisor Capabilities carousel.png

Read the blog for the latest news

Read the latest about new experiences and capabilities in the Power Automate product blog.

PA Survey Carousel Image.png

We want to hear from you!

If you are a small business ISV/Reseller, share your thoughts with our research team.

Users online (4,709)