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Save documents to Salesforce Files

  • May 19, 2021
  • 2 replies
  • 251 views

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Is it possible to save documents to Salesforce Files.  If I select Always output documents as Attachments to the record in my ddp's delivery option, and in Salesforce Files General Settings I have Checked 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files not as attachments' shouldn't my saved documents go to the Files Related list for the Contact I ran the ddp from.  Any help would be greatly appreciated.  

Best answer by leighburke

@jferrara If you want to save to Files, you can select the option in admin(https://help.nintex.com/en-US/docgensf/DeliveryStorage/SalesforceFilesStorageLocation.htm)

2 replies

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  • Nintex Employee
  • Answer
  • May 19, 2021

@jferrara If you want to save to Files, you can select the option in admin(https://help.nintex.com/en-US/docgensf/DeliveryStorage/SalesforceFilesStorageLocation.htm)


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  • Author
  • May 19, 2021
Works great now, thanks very much for the link