Monday, May 2, 2016

Admin: Dataloading: Uploading Attachments to Salesforce

Occassionally there may be a need to upload PDF files from other systems and also have them attach to the respective transaction records in Salesforce.

Solution

Dataloader can be used to load attachments and have them associated to their corresponding transaction as well.


To upload attachments:
  1. Confirm that the CSV file you intend to use for attachment importing contains the following required columns (each column represents a Salesforce.com field):
    • ParentId - the Salesforce.com ID of the parent record.
    • Name - the name of the attachment file, such as myattachment.jpg.
    • Body - the absolute path to the attachment on your local drive.
      Ensure that the values in the Body column contain the full file name of the attachments as they exist on your computer. For example, if an attachment named myattachment.jpg is located on your computer at C:\Export, Body must specify C:\Export\myattachment.jpg. Your CSV file might look like this:
      ParentId,Name,Body
      50030000000VDowAAG,attachment1.jpg,C:\Export\attachment1.gif
      701300000000iNHAAY,attachment2.doc,C:\Export\files\attachment2.doc
    The CSV file can also include other optional Attachment fields, such as Description.

No comments:

Post a Comment