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/
Full Answer
How to attach a file to an email template in Salesforce?
To attach a file to an email template within Salesforce, follow the steps below. Go to Setup. Under Administer, click on Communication Templates | Classic Email Templates or Administer, click Communication Templates | Email Templates Click on the name of the email template that you would like to attach a file to.
Is changed in after update record triggered flow Salesforce?
Salesforce Flow Prior Value feature can be used for many use cases and scenarios which were previously only possible using an Apex Trigger. In this post we will see the use of Prior/Old Record Value variable using an After Update Record Triggered Flow . We will implement Is Changed in After Update Record Triggered Flow .
How to submit a case to the Salesforce Salesforce?
Case Create Screen Element: This is the first screen where we will include all the fields which the user will need to fill in order to submit a case to the Salesforce. Also, we will include a check box which will be used to identify if the user wants to upload files too with the case.
What are the capabilities of screen flow in Salesforce?
Basic idea about Salesforce Screen flow and some of its capabilities. Use of Picklist as an input in a Screen with picklist options taken directly and dynamically from a Salesforce Object. File Upload using Screen Flows. Creating a record in Salesforce using screen flows.
How do I send an email with an attachment in Salesforce flow?
Step 1: Create a Welcome Email Template. ... Step 2: Create an Email Alert. ... Step 3: Salesforce Flow – Define Flow Properties. ... Step 4: Salesforce Flow – Formula to Determine Whether the User Record is Created or Updated. ... Step 5: Salesforce Flow – Using Decision Element to Check the IsActive Field.More items...•
How do I upload a file to a flow in Salesforce?
Step 1: Create a Variable to Store Content Document IDs. ... Step 2: Adding Screen Component. ... Step 3: Salesforce Flow – Adding a Create Records Element to Create a Lead. ... Step 4: Salesforce Flow – Add a Loop Element to Retrieve Records from Collection Variable.More items...•
How do I add an attachment in Salesforce?
To navigate to 'Attach File' in Salesforce ClassicGo to any task or events records (either via home tab or via open activities/activity history related list of any record).Click Edit.Scroll down to Attachments related lists, then click Attach File.
Can you add attachments to Salesforce emails?
To attach files to an email, click Upload files to choose a file from your computer or Salesforce, or to use a file that's already attached to the case, or drag and drop files to the attachments area at the bottom of the email publisher. You can attach up to a total of 10 MB to each email message.
How do I upload a file to flow?
File upload using File Upload Screen Component in Flow(Screenflow...Step 1: Go to Setup → Process Automation → Flows.Step 2: Create a new Screen. ... Step 3: To add File Upload Screen component to the screen. ... Step 4: Click on Done once all screen component added.Step 5: Save the flow. ... Step 6: Activate the flow.More items...
How do I upload files to lightning component?
Upload Multiple Files in Lightning ComponentCreate Apex class which will save record in record as attachement.Create Lightning Component to upload documents.Add above created component in page to test it.
How do I add a PDF attachment to Salesforce?
Create a Formyoula form with all the elements that you require. Next, create form connections. Click on "Salesforce Record Settings" from the Form connections page. Select the required value from the "PDF Attachments" dropdown.
How do I enable attachments in Salesforce?
Click General Settings under Settings. The Salesforce Files Settings page opens on the right side of your screen displaying various options. Ensure that the first option in that list, 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files not as attachments' is not selected.
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
Can you attach a PDF to a Salesforce email?
To attach PDFs (or any attachments) in emails, you'll need to contact SF Support team to enable Attachments for your org. You can then use the "AttachFile" AMPscript function to attach PDF files in your emails.
What type of attachment can be added in Salesforce email?
HTML links in List Emails (Lightning Experience only) With the list email feature, it's possible to send files as attachments; but the email attachments will always be sent as . html files.
Can you send attachments in Salesforce Marketing Cloud?
Marketing Cloud tracks email with attachments in the same manner as normal email messages for opens, clicks, bounces, and similar information.
1. Case Create Screen Element
This is the first screen where we will include all the fields which the user will need to fill in order to submit a case to the Salesforce.
Salesforce Flow Examples : Flow Use Cases and Scenarios
In this article, I am summarising different Flow types in Salesforce and Examples of Salesforce Flows. This post has links to all my Salesforce Flow Examples and Salesforce Flow Tutorials.
Flows: How to use Flows for List View Records
In this blog I am going to show how to use and call Salesforce Flows from list views. We will see how can we pass Selected records from a List View into a Flow in order to perform actions on multiple records like Mass Update,Mass Delete or Insert etc.
