cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
dnn
Regular Visitor

Upload attachment to SalesForce along with record creation

Hi There, 

 

I searched forums for last couple of hours and didn't find a related way to create a salesforce record using salesforce. My requirement is to create salesforce record and upload an attachement to the same record, but flow is creating the record but I am having difficulty finding a way to upload an attachment to the same record.

 

Can you please point me in the right direction on how to achieve this, Should I design a custom REST API or can I use any OOTB way to do it?

 

Thanks for reading

DNN

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Re: Upload attachment to SalesForce along with record creation

Hi DNN,

 

So far, you cannot use the current trigger/actions to upload attachment to salesforce in Flow. But you can try to design a custom API to integrate with Flow.

 https://flow.microsoft.com/en-us/blog/integrating-custom-api/

 

You could also post this idea in the Flow Ideas forum, so it might be considered for future releases.

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

Regards,

Mona Li

Community Support Team _ Mona Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
Community Support
Community Support

Re: Upload attachment to SalesForce along with record creation

Hi DNN,

 

So far, you cannot use the current trigger/actions to upload attachment to salesforce in Flow. But you can try to design a custom API to integrate with Flow.

 https://flow.microsoft.com/en-us/blog/integrating-custom-api/

 

You could also post this idea in the Flow Ideas forum, so it might be considered for future releases.

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

Regards,

Mona Li

Community Support Team _ Mona Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

ryan2k Resolver I
Resolver I

Re: Upload attachment to SalesForce along with record creation

Really need to see ability to upload. Voted!

Helpful resources

Announcements
MBAS Gallery 2020

MBAS Gallery 2020

Watch Microsoft Business Applications Summit sessions on-demand.

firstImage

New Ranks and Rank Icons released on April 21!

The time has come: We are finally able to share more details on the brand-new ranks coming to the Power Automate Community!

firstImage

Now Live: Power Virtual Agents Community!

We are excited to announce the launch of Power Virtual Agents Community. Check it out now!

firstImage

New & Improved Power Automate Community Cookbook

We've updated and improved the layout and uploading format of the Power Automate Cookbook!

thirdimage

Power Automate Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

sixthImage

Community Summit North America

The top training and networking event across the globe for Microsoft Business Applications

Users online (8,630)