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Importing Files into Salesforce

This task will insert or update files in Salesforce, and optionally link them to one or more records.

Existing files on Salesforce are matched either by Id or Title. If a match is found, a new version of the file will be created on Salesforce, or if no match is found a new file will be created.

The task supports linking the files to records based on Id or by lookup. Lookups can be based on any fields of your choice, for example, you can lookup an account by name.

XML

Settings

Salesforce Connection

Required
The Salesforce connection to use, see Connecting to Salesforce

Fail File

Required
The file to output any files to that fail to import into Salesforce.

Input File

Required
The XML file containing information about the file to import into Salesforce. A sample of the XML format is shown below.

Success File

Required
The file to output successfully imported files to. Please note that uploads will be considered successful if the file has been created or updated on Salesforce, even if linking it to one or more records failed.

REST Batch Size

Required
The maximum number of files and links to send to the Salesforce API in a single batch. The value must be between 1 and 200. Defaults to 50.

Zynk Settings

See Common Task Settings

Examples

A sample input file containing an opportunity and 2 line items is shown below. For detailed information on the XML schema, see Salesforce Files XML.

<?xml version="1.0"?>
<Files>
  <File>
    <Title>Invoice 0000238052</Title>
    <FilePath>C:\Invoices\0000238052.pdf</FilePath>
    <IsMajorVersion>true</IsMajorVersion>
    <Description>Sage invoice number 0000238052</Description>
    <PublishStatus>P</PublishStatus>
    <ReasonForChange>Discount applied</ReasonForChange>
    <TagCsv>Invoice,PDF</TagCsv>
    <FileLinks>
      <FileLink>
        <LinkedEntityId>0014000000Lgdn8AAB</LinkedEntityId>
        <LinkedEntityLookup Select="Id" From="Account">
          <WhereField Name="Name" Value="Zynk Software" />
        </LinkedEntityLookup>
        <ShareType>I</ShareType>
        <Visibility>AllUsers</Visibility>
      </FileLink>
    </FileLinks>
  </File>
</Files>