Store in Salesforce

The Store in Salesforce flow block allows Designers to store documents in Salesforce.

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Store in Salesforce flow output functions

Index No.

Field name

Description

1

Link to download attachment

When checked, Smart Flows provides a direct link to the Generated Document's file location in Salesforce during the flow output.

2

Link to Notes & Attachments of related record

When checked, the system provides a direct link to the Notes and Attachment section in Salesforce. Users can find and download the Generated document from the Notes and Attachments interface.

Store in Salesforce Basic settings functions

Index No.

Field name

Description

1

Document

The document to store in Salesforce. The system uses the generated document by default.

2

Related record

Allows Designers to couple related records mappings from their data set to output dynamic data in the flow execution output

3

Description

A free text field that users can couple with related records mappings from their data set to output dynamic data in the flow execution output and with metadata from the Generated Document

4

Document Type

Defines how to store the document in Salesforce with the following options:ClosedFile, Attachment(default) .