klnrq (klnrq) asked a question.
Download Document/Attachment from Salesforce Record with Okta workflows
Hi,
I am looking to build a simple flow to download a document from a specific record in salesforce and upload it to a related Jira ticket, however I'm running into a road block.
Per the documentation (https://help.okta.com/wf/en-us/Content/Topics/Workflows/connector-reference/salesforce/actions/downloaddocument.htm) there should exist an action for the salesforce connector to take such action, however this option does not appear as a workflow action for me. I only see the option to upload a document within salesforce. How can I accomplish this action?
@klnrq (klnrq) -- This and 2 other Download options are currently not available as an action in the SFDC card.
I've reached out to internal channels as there was talk about adding it back in 2021 (This is also when these 3 documents were added on the left side bar under "Actions" for the card documentation). I don't know if the actions were added and later removed or never actually added.
I'll update this post again once I have some more info.
So quick followup. These actions are not available in the card they were never actually released and from my understanding there are no current plans to release them. The documentation for these actions will be removed from the site (if they have not already been).
Thanks Tim, is there a workaround for such an action through Okta to Salesforce API?
@klnrq (klnrq) -- Sorry for the delayed response I was on Holiday for a bit.
The answer is "Maybe". In workflows "file" is a type and that type can only be leveraged by cards that specifically support "file" which are very limited. They are usually part of the built-in Vendor specific cards (Which we have identified do not exist for Salesforce in this instance).
It "might" be possible to buildout the required auth for a service manually then pass those values into a "Multi-part upload" card found in the "file" section within Workflows. This would be a pretty advanced flow and in the end it might not be possible with Salesforce to leverage this card to upload files.