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Salesforce Files object instead of attachment

  • 11 December 2020
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Hello, 

 

I have been able to attach file to a Salesforce record using Zapier, but as Salesforce are moving away from the the Attachment record in favour of the Lightning Files Object, does any one have any experience in getting that to work.  We use all Lighting screens where possible.

 

If not I may have to move them over inside Salesforce using Flow, but that stops me from mailing a direct link to the file within the same Zap.

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Best answer by AndrewJDavison_Luhhu 12 December 2020, 16:53

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Hi @AshleyMorris 

We recently solved this problem for a client using a custom Salesforce integration. Happy to help you too. Can you get in touch via this form and we’ll discuss the details.