My client would like to associate a PDF document to their Salesforce Accounts from a Zap. I’ve tried to figure this out several times with no luck.
When I use the Create Attachment in Salesforce task, it returns a successful response, but I can’t find the attachment anywhere in Salesforce:
I noticed in Salesforce the files are called “Content Documents,” but the Create Record in Salesforce task does not allow me to select a Content Document as the object. (Only a Content Document Link)
I know some posts have mentioned some 3rd party Zap task to accomplish this, but we are keen to see if the direct Zapier <> Salesforce relationship can add an attachment to an account.