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Save documents to Salesforce Files

  • 19 May 2021
  • 2 replies
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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.  

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Best answer by leighburke 19 May 2021, 08:26

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@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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Works great now, thanks very much for the link

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