Connect files to multiple records using flow #inSalesforce

Connect files to multiple records using flow #inSalesforce


Create a screen flow


Create Account, One, Use Separate.. Account, Name equals SampleAccount


Create Opportunity, One, Use Separate.. Opportunity, Name equals SampleOpportunity, Stage equals Prospecting and CloseDate equals CurrentDate



Screen Element:

upload File Component

Add details



Loop Element:

uploadFileScreenElement.contentDocIds


Create variable:

newcontentdocumentLink, record type, Content Document Link Object


Create variable:

newcontentdocumentLinkCollection, record type, Content Document Link Object. Allow multiple..


Assignment Element:

create file for Account:

newcontentdocumentLink.contentDocumentId equals loopThrough

newcontentdocumentLink.linkedEntityId equals AccountId from createAccount Element

newcontentdocumentLinkCollection Add newcontentdocumentLink


Assignment Element:

create file for Opportunity:

newcontentdocumentLink.contentDocumentId equals loopThrough

newcontentdocumentLink.linkedEntityId equals Opportunity from createOpportunity Element

newcontentdocumentLinkCollection Add newcontentdocumentLink


Create Finally

Create Element: multiple newcontentdocumentLinkCollection 















                                      Visual: https://www.youtube.com/watch?v=Vf6eejiumq8

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