Salesforce Action – File Get

Business Background

With Titan, you can get a file from Salesforce in real-time to send it via email, merge it or save it in external storage.

Titan Solution

Admins can configure a File Get Salesforce action easily in Titan Flow with no code. This will let you bring a file from Salesforce to the Titan Flow project.

How to Guide

1. Click the + icon next to Start. The Add Node screen opens.

2. Click the Salesforce Action option and click the Next button. The Add Node screen opens.

3. Click the Configure Salesforce Integration button. The Salesforce Integration screen opens.

4. Click the Create New button. The Map Salesforce fields screen opens.

5. Select the File (Content Version) from the Object from Salesforce drop-down list.

6. Under Conditions, set a condition using the drop-down lists.

7. Under Mapping, map the Salesforce field to your file.
   • The custom variable for the file is needed here.
8. Click the Apply button.

9. On the Salesforce Integration screen, click the Close button.
10. Select the Salesforce action you created from the drop-down list.
11. Click the Next button.

12. Add a tag name, if necessary, and click the Insert button.

The action is added to the Flow canvas. You can, for instance, configure an After Finish action, such as sending the file with an email.

You can select the file under the Attachments option.

You can trigger the Titan Flow in a Titan Web project.

Interested in learning more about Titan and Salesforce? Read up on our Salesforce Forms.