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Status Planned
Categories Connectors
Created by Guest
Created on Apr 12, 2019

Nintex Worklfow Cloud - Salesforce Actions (Get/Attach files) is saving documents into 'Notes and Attachments' section.

Nintex Worklfow Cloud - Salesforce Actions (Get/Attach files) is saving documents into 'Notes and Attachments' section. It would be of more value to provide an option to save them to 'Files' section under a Salesforce Object, since 'Notes and Attachments' section is depreciating.
  • Attach files
  • Guest
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    Aug 23, 2023

    Any updates yet? The Attachments created by Workflow Cloud show up on the Salesforce Optimizer as a problem that needs to be solved. Moving them to files from Salesforce using MagicMover is time consuming.

  • Guest
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    Sep 7, 2022
    Hi Sri,

    Thanks for your question. We are aware of this situation and are looking into supporting files in addition to attachments. Are you only using files via the Lightening experience or do you use a mix of files and attachments?
  • Guest
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    Sep 7, 2022
    Hi Dan,

    Currently we are using Nintex Drawloop document package to generate and attach powerpoint document to attachments. Looking forward on future releases of salesforce. We will be using drawloop package to generate and attach powerpoint document to files. Can you tell us by which NWC release this will be available?
  • Guest
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    Sep 7, 2022
    We plan to support SFDC files but there is no exact timeline for availability.
  • Guest
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    Sep 7, 2022
    Yes all points per Sri above are agreed, and additionally given files can be significantly larger then attachments (max size attachment = 25mb, max size file = 2 gb) most of us prefer to use files. Looking forward to this enhancement!
  • Guest
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    Sep 7, 2022
    Hi Martin, noted. I'm also aware of your correspondence with our team. We'll reach out to you once we have a firm timeline on when we plan to support it.
  • Guest
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    Sep 7, 2022
    Need the ability to link documents to Salesforce Files. The Notes and Attachments related list is being replaced by Files.
  • Nathan
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    Sep 7, 2022
    Hi, any update for this suggestion? I can see it is on the roadmap, but when? It has been 3 years since it went into 'planned'.
    Thanks
  • Guest
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    Sep 7, 2022
    For Franchise Onboarding, our Merchants need to be able to upload a menu via the Nintex form and on submission of the form, it should get attached to the ā€œFilesā€ related list in Salesforce. Since Salesforce is deprecating the ā€œNotes and Attachmentsā€ section, we cannot attach the uploaded file to the ā€˜ Attachmentā€™ object in Salesforce. As DoorDash uses Salesforce, it is important that architecturally, Salesforce ā€œfilesā€ are supported by Nintex.
  • Guest
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    Sep 7, 2022
    Hi Guys,

    As of now using "Get file from a record" in NWC able to get collection of files of type : attachment. It would be nice if this can fetch attachment type: file also from salesforce. I guess in future salesforce releases the type:attachment may not be supported moving forward to Lightning in salesforce.

    Let me know if you need any more info.