Create file
Overview
This action allows you to create files directly within your Salesforce flows, using data you provide. You can create various file types, such as PDFs, CSVs, or images, and even attach them to Salesforce records.
How it Helps
Imagine you need to generate a contract document in PDF format during a flow and automatically attach it to an Opportunity record. This action makes that possible without needing any complex coding or external tools.
When to Use It
This action is ideal for:
Generating documents or reports within your flows.
Creating files based on data collected during the flow.
Automating file creation and attachment to records.
Providing downloadable files to users.
Example
To create a welcome letter for a new Contact:
Prepare the Data: Have the content of your welcome letter ready in Base64 format.
Configure the Action: Provide the Base64 data, a file name (e.g., "WelcomeLetter.pdf"), a description, and the ID of the Contact record.
Trigger the Action: Use a flow element, like a button, to trigger the "Create File" action.
Key Considerations
Base64 Data: Ensure your file content is correctly encoded in Base64 format.
File Name: Choose a descriptive file name with the appropriate extension (e.g., .pdf, .csv).
Related Record ID: If you want to attach the file to a record, provide the record's ID.
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