Upload File
salesforce.upload_file
ActionCRM & salesconnection required
Calls the Salesforce REST API at the connection's instance URL.
Upload a file to Salesforce Files as a new ContentVersion.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- OAuth 2.0
- Providers
- Salesforce
- Secret shape
- {"client_id", "client_secret", "refresh_token"}
- Config it needs
- login_url, api_version
- Resolved by
- config.connection_id, else node.connection_id
Configuration
5 fields, 3 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
title Title shown in Salesforce Files. | string | Yes | — | — | — |
filename File name with its extension (PathOnClient) — Salesforce reads the file type from it. | string | Yes | — | — | — |
file_content The file, base64-encoded — e.g. {{ steps.download.file_content }}. | string | Yes | — | — | — |
description Optional description of the file. | string | No | — | — | — |
linked_entity_id Record to publish the file to at upload (FirstPublishLocationId). Leave empty and link later with salesforce.link_file. | string | No | — | — | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
id The new ContentVersion id. | string | — |
content_version_id The new ContentVersion id. | string | — |
content_document_id The ContentDocument the version belongs to — what salesforce.link_file needs. | string | — |
success True when Salesforce accepted the upload. | boolean | — |
{
"content_document_id": "",
"content_version_id": "",
"id": "",
"success": false
}Notes
- A JSON (non-multipart) upload is capped at 37.5 MB of base64 data.
- Reads the ContentDocumentId back in a second call, since Salesforce returns only the ContentVersion id.
Templates that use Salesforce
Solutions with Salesforce
See Upload File run in a workflow.
In a technical demo we add the Salesforce connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.