Create Attachment with Salesforce API

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Create Attachment with the Salesforce API

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Getting Started#

Create a workflow to Create Attachment with the Salesforce API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Attachment action
1. Connect your Salesforce account
2. Configure docsInfo
3. Configure File Name
4. Configure File Path or Content
5. Configure Content Type
6. Configure Parent ID
7. Optional- Configure Description
8. Optional- Configure Private
9. Optional- Select a Owner ID
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Attachment on Salesforce

Description:Creates an Attachment on a parent object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)

Version:0.4.1

Key:salesforce_rest_api-create-attachment

View on GitHub

Code#

import common, { getProps } from "../common/base-create-update.mjs";
import attachment from "../../common/sobjects/attachment.mjs";
import fs from "fs";

const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm";

/* eslint-disable no-unused-vars */
const {
  useAdvancedProps, ...props
} = getProps({
  objType: attachment,
  docsLink,
});
/* eslint-enable no-unused-vars */

export default {
  ...common,
  key: "salesforce_rest_api-create-attachment",
  name: "Create Attachment",
  description: `Creates an Attachment on a parent object. [See the documentation](${docsLink})`,
  version: "0.4.1",
  type: "action",
  props,
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getAdditionalFields,
      formatDateTimeProps,
      docsInfo,
      filePathOrContent,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */

    const body =  filePathOrContent.includes("tmp/")
      ? (await fs.promises.readFile(filePathOrContent)).toString("base64")
      : filePathOrContent;

    const response = await salesforce.createRecord("Attachment", {
      $,
      data: {
        Body: body,
        ...data,
      },
    });
    $.export("$summary", `Successfully created attachment "${this.Name}"`);
    return response;
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
File Name	`Name`	`string`	Name of the attached file. Max 255 characters.
File Path or Content	`filePathOrContent`	`string`	The path to a file in the `tmp` folder (see the documentation). Alternatively, you can provide the base64-encoded file data.
Content Type	`ContentType`	`string`	The content type (MIME type) of the attachment. For example, `image/png`.
Parent ID	`ParentId`	`string`	ID of the parent object of the attachment. See the documentation for supported objects.
Description	`Description`	`string`	Description of the attachment. Max 500 characters.
Private	`IsPrivate`	`boolean`	Whether this record is viewable only by the owner and administrators (true) or viewable by all otherwise-allowed users (false).
Owner ID	`OwnerId`	`string`	Select a value from the drop down menu.

Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account: