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Best answer

Get a Salesforce file (aka Content Document) and use it in a Zap

  • September 3, 2020
  • 1 reply
  • 759 views
P
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Finding it very difficult to work with Files—aka Content Documents—in Salesforce. I’m trying to pass a PDF store in SF to a “Combine PDFs” action with Formstack Documents, but I can’t figure out how to access the PDF itself. I can find the Content Document record, and all its details, but the file itself, I’m not able to pass to the next action.

Best answer by Liz_Roberts

Hi @pocaface ,

Thanks for reaching out!

This sounds like something our Support team will need to take a look at as they can see your specific configuration. You can contact them here and they’ll be happy to assist!

    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    1 reply

    Liz_Roberts
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    • Liz_RobertsZapier Staff
    • Zapier Staff
    • Answer
    • September 22, 2020

    Hi @pocaface ,

    Thanks for reaching out!

    This sounds like something our Support team will need to take a look at as they can see your specific configuration. You can contact them here and they’ll be happy to assist!

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