Document Type

This guide outlines how to automate the process of uploading documents to Salesforce using the Salesforce connector. This operation allows you to efficiently manage and store documents associated with your Salesforce records.

Overview
The Upload Documents operation enables you to upload files to Salesforce, enhancing your document management and accessibility.

Operation Details
Document Title:

Description: Provide a title for the document you are uploading.
Input: String (required)
File Name:

Description: Name the file, including its extension (e.g., document.pdf). Ensure there are no special characters.
Input: String (required)
Upload Type:

Description: Choose the type of upload:
Binary: Enter the binary data of the file.
URL: Provide a URL to upload the document from.
Input:
For Binary: Binary data (required)
For URL: String (required)
Example Use Case
You want to automatically upload a product specification document whenever a new product is added.

Sample JSON Payload
For Binary Upload:

{
  "DocumentTitle": "Product Specification",
  "FileName": "specification.pdf",
  "UploadType": "Binary",
  "BinaryData": "<Base64-encoded-binary-data>"
}

For URL Upload:

{
  "DocumentTitle": "Product Specification",
  "FileName": "specification.pdf",
  "UploadType": "URL",
  "URL": "http://example.com/specification.pdf"
}

Expected Output
When the operation is successfully executed, you will receive confirmation that the document has been uploaded, including:

Document ID: The unique identifier of the uploaded document.
Document Title: The title you provided.
File Name: The name and extension of the uploaded file.
Notes
Ensure you have the necessary permissions to upload documents in Salesforce.
Validate the file name to prevent any errors during the upload process.
For binary uploads, ensure the binary data is properly encoded (e.g., in Base64 format).
By following this documentation, you can automate the uploading of documents to Salesforce, improving your document management and overall workflow efficiency.