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In this article

Table of Contents
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You can use this Snap to download a file attached to a Salesforce object record automatically by passing an Attachment ID or Content Data ID.

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Prerequisites

A valid Salesforce account with the required permissions.

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Field Name

Field Type

Description

Label*

String

Specify a unique and meaningful name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

Default Value: Salesforce Download
Example: Salesforce Download

Service Version*

String/Suggestion

Specify the version number associated with the Salesforce service that you want to connect to. "v34.0" for REST API or "34.0" for Bulk API Alternatively, click the Suggestion (blue star) icon to fetch the list of versions and select the desired version.

Default Value: 52.0 
Example: 52.0

File Type*

String/Expression/Suggestion

Specify the type of file you want to download. Alternatively, click the Suggestion (blue star) icon to fetch the list of associated files.

Info

You can also specify an (JavaScript) expression that will be evaluated into an attachment ID or content data ID, from each input document. The ID is found at the end of the URL of the file.

The available options are:

  • Attachment: Downloads the file as an attachment.

  • Content Version: Downloads the version of the content.

  • Document: Downloads the file as a document.

Default Value: Attachment
Example: Document

ID*

String/Expression

Specify the ID of the Salesforce object that you want to download.

Default Value: N/A
Example: $id

Snap Execution

Dropdown list

Select one of the three modes in which the Snap executes. Available options are:

  • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during Pipeline runtime.

  • Execute only: Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled: Disables the Snap and all Snaps that are downstream from it.

Default Value: Validate & Execute
Example: Execute only

Troubleshooting

Error

Reason

Resolution

404 Error: The requested resource could not be found.

The external ID field does not exist or is not accessible.

The input data should be valid. Check if your input data is valid.

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Example

Downloading a Document from Salesforce and Converting into Binary Format

We can download documents attached to Salesforce objects and convert them into binary format. This example demonstrates how we can use the Salesforce Download Snap to accomplish this task.

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First, we configure the Salesforce Download Snap to download the attachment bearing the Attachment ID 00P2i000002JKFcEAO.

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Upon validation, we see the following output in the Snap’s preview.

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Snap

Output

Image AddedImage Added

Next, we configure the Document to Binary Snap to convert the content value in the input document (attachment) to binary data at the output view.

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Upon validation, we see the binary data in the Snap’s preview.

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Download this Pipeline.    

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