+4I'm using the 'Salesforce create record' action to copy Accident data from SharePoint into a new 'Accident' custom object in my client's Salesforce org. Prior to this action, I'm also using the Document Generation action to generate a PDF.
I would like for this PDF to attached to the record that I create, but I don't see how this is possible.
Am I over looking something or is it indeed just not possible?
Best answer by Chris_Ben
Hi William, I've encountered the same thing. I have stored the pdf in a document library in SharePoint and then updated the Salesforce record with the URL to that document. Not ideal but it works. If you find a more elegant solution, I'd love to hear!!
+15Hi there:
This document - https://community.nintex.com/community/document_generation/blog/2017/01/09/store-your-generated-documents-in-salesforce-files - looks like it might help you out. Let me know if it does!
Rhia
+4Thanks Rhia,
Unfortunately, putting aside the additional cost, I don't think Drawloop addresses my situation. My client is using Nintex Office 365 Workflow, and has licensed both the Salesforce connector and the Document Generation workflow action. Unless I'm overlooking something, I don't think Drawloop allows me to take a document from SharePoint and attach it to an object in Salesforce. If I'm wrong on that, please point me to the documentation, and I'll mark your answer as correct.
+15It seems to only be supported in Drawloop, I'm sorry.
I found another help document and got excited ... but then it was also drawloop, boo.
Apparently you can attach a document to Salesforce Chatter, but I don't think that's what you want...
+14Hi William, I've encountered the same thing. I have stored the pdf in a document library in SharePoint and then updated the Salesforce record with the URL to that document. Not ideal but it works. If you find a more elegant solution, I'd love to hear!!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
