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Question

How do I extract and send a private Salesforce file to another system?

  • September 24, 2024
  • 1 reply
  • 54 views

The file is stored on Salesforce side. The file is NOT supposed to be public and restricted to be only downloadable for salesforce user. We want to extract it and send it to another system. I cannot find anyway to do this. Sending a file in custom integration is already hard but getting a file from SF is even harder. Any solution for this?

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1 reply

JammerS
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  • Zapier Staff
  • September 25, 2024

Hi @trung.nguyen,

 

Welcome to the Community. You may need a custom integration to extract a file from Salesforce and send it to another system. This involves using Salesforce’s REST or SOAP API to retrieve the file and then making a POST or PUT request to send it to the other system. Zapier might not support such complex integrations, so you may need to build a custom app. Ensure your solution complies with data protection regulations to avoid exposing sensitive data.