In this article
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Overview
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.
Support for Ultra Pipelines
Works in Ultra Pipelines.
Limitations
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None.
Known Issues
None.
Snap Input and Output
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Input/Output
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and Known Issues
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Snap Views
Type | Format | Number of Views | Examples of Upstream and Downstream Snaps | Description |
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Input | Document |
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| A stream of documents which supply values to evaluate the ID expression. | |
Output | Document |
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Document to Binary
| Document data with a byte array value for the " |
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Error | The error view contains error, reason, resolution and stack trace. For more information, see Error Handling. |
Snap Settings
Field Name | Field Type | Description |
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Label* | String | Specify a unique and meaningful name for the Snap. |
Default Value: Salesforce |
Download |
Download | ||
Service Version* | String/Suggestion | Specify the version number associated with the Salesforce service that you want to connect to. |
Alternatively, click the Suggestion icon to fetch the list of versions and select the desired version. Default Value: 52.0 | ||||
File Type* | String/Expression/Suggestion | Specify the type of file you want to download. Alternatively, click the Suggestion icon to fetch the list of associated files.
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The available options are:
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Default Value: Attachment |
Document | ||
ID* | String/Expression | Specify the ID of the |
object that you want to download. Default Value: N/A | ||
Snap Execution | Dropdown list | Select one of the three modes in which the Snap executes. Available options are:
Default Value: Validate & Execute |
Troubleshooting
Error | Reason | Resolution |
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ID field does not exist or is not accessible. | The input data should be valid. Check if your input data is valid. |
Example
Downloading a Document from Salesforce and Converting into Binary Format
We can download documents attached to Salesforce objects an attachment 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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Salesforce Download Snap Configuration
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Output
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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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Downloads
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Attachments | ||||
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Snap Pack
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History
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See Also
Configuring Salesforce Accounts
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