Upload and attach files in Salesforce with Zapier
Salesforce has a new upload format - lightening file objects - that's not supported by Salesforce's official Zapier integration.
We've created a custom Zapier + Salesforce integration that does support the new format, allowing you to upload and attach files to Salesforce automatically.
We've created a custom Zapier + Salesforce integration that does support the new format, allowing you to upload and attach files to Salesforce automatically.
Want it added to your Zapier account?
We'll install a private version of the custom integration in your Zapier account so you can upload files to Salesforce. Just fill in the form below and we'll contact you with more details.
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Triggers, searches and actions in our Salesforce integration
This integration has the following steps:
==
Action: Upload File
Upload a file in Salesforce that's saved in the dedicated "Files" section and not as an attachment.
==
Action: Upload File
Upload a file in Salesforce that's saved in the dedicated "Files" section and not as an attachment.
Things to know
We won't need access to your Zapier account
We'll ask for your Zapier account email address and send you an invite to install a copy of the integration in your account. We'll then transfer ownership of the integration to you, completing the process.
We may need access to your Salesforce account
We have to create an OAuth app in your account and generate a client ID and secret. Alternatively, we can talk you through doing this part for us.
What edition/version of Salesforce do I need?
You need a version of Salesforce that includes API access.
These version do include API access:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
These version do not include API access and are not compatible with this integration:
- Group Edition
- Essentials Edition
- Professional Edition
(note: API access can be purchased as an add-on for this edition by contacting Salesforce sales support)
You're paying for the time and labor required to install the custom integration.
You are not getting IP ownership nor licencing the integration from us. We install a pre-built custom integration in your account. On top of that, Zapier prohibits you from selling access to others.
You should only use the integration in your Zapier account.
The integration will automatically be available to use in any zaps you build in your Zapier account. You should not share the integration with any other Zapier account as this can expose your private tokens and bank details.
We'll ask for your Zapier account email address and send you an invite to install a copy of the integration in your account. We'll then transfer ownership of the integration to you, completing the process.
We may need access to your Salesforce account
We have to create an OAuth app in your account and generate a client ID and secret. Alternatively, we can talk you through doing this part for us.
What edition/version of Salesforce do I need?
You need a version of Salesforce that includes API access.
These version do include API access:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
These version do not include API access and are not compatible with this integration:
- Group Edition
- Essentials Edition
- Professional Edition
(note: API access can be purchased as an add-on for this edition by contacting Salesforce sales support)
You're paying for the time and labor required to install the custom integration.
You are not getting IP ownership nor licencing the integration from us. We install a pre-built custom integration in your account. On top of that, Zapier prohibits you from selling access to others.
You should only use the integration in your Zapier account.
The integration will automatically be available to use in any zaps you build in your Zapier account. You should not share the integration with any other Zapier account as this can expose your private tokens and bank details.
