📝 Overview
This guide shows you how to upload files to Salesforce and link them to specific opportunities or leads.
🛠️ Setup Steps
To link files with records, you'll need to complete three steps:
1) Upload the file that will be linked to the record
Upload the file to Salesforce.
When you do this, you'll receive a Content Version ID.
2) Get the Content ID
Use the Content Version ID from Step 1 to obtain the Content ID.
3) Link the file with the record
Choose the record you want to link the file to, and use the Content ID from Step 2 to connect the file to the record.
Configuration Screen ⬇️
Try it out and see how it works! 🎉
Related Keywords
Related Keywords
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