File Management

Overview

Managing files within Salesforce objects is a common requirement for many business processes. Whether it's attaching contracts to accounts, downloading report attachments for analysis, or removing outdated files, efficient file management is crucial.

Attaching Files to Salesforce Objects

Example: Attaching a PDF Contract to an Account

attach the file to the salesforce object with
    the file path is "/path/to/contract.pdf"
    the salesforce object's ID is "001xx000003DHP0AAO"
    the file type is "PDF"

This specifies the file to attach (contract.pdf), identifies the Salesforce object by its ID, and indicates the file type. Kognitos handles the process of attaching the file to the specified Salesforce object.

Downloading Files from Salesforce Objects

Example: Downloading a Contract Attached to an Account

download the file from the salesforce object with
    the salesforce object's ID is "001xx000003DHP0AAO"
    the file name is "contract.pdf"

This retrieves an attached file (contract.pdf) from a specified Salesforce object. Kognitos facilitates the download process, making the file available for local use or review.

Detaching Files from Salesforce Objects

Example: Removing an Outdated Contract from an Account

detach the file from the salesforce object with
    the salesforce object's ID is "001xx000003DHP0AAO"
    the file name is "old_contract.pdf"