Upload PDF to a Salesforce Account Record

To upload a PDF file attachment to a Salesforce Account record, build a Pipeline using File Reader Snap, Binary to Document Snap, Mapper (Data) Snap, Structure Snap, and Salesforce Create Snap.


Pipeline to upload PDF attachment to Salesforce

  1. Configure the File Reader Snap

    File Reader Snap: Enter a pdf file URL in the File property.


    File Reader Snap configuration

  2. Configure the Binary to Document Snap

    Binary to Document Snap: Select ENCODE_BASE64 for the Encode or Decode property.


    Binary to Document Snap configuration

    Preview for None
    The output preview when NONE is selected:

    Preview for NONE

    Preview for DECODE_BASE64
    The output preview when DECODE_BASE64 is selected:
    Preview for DECODE_BASE64

    Preview for DOCUMENT
    The output preview when DOCUMENT is selected:

    Preview for DOCUMENT

    Preview for BYTE_ARRAY
    The output preview when BYTE_ARRAY is selected:
    Preview for BYTE_ARRAY

  1. Execute the Pipeline to create the Attachment for the specified Account SObject record.
  2. Verify in Salesforce that the PDF file is attached to the Account record.