Start Retrieving Attachments with Salesforce

Last updated Mon Jul 18 2022

Set yourself up for success with this solution, which includes:

  • Easy to follow steps for configuring the Salesforce Connectors
  • Straightforward instructions for configuring the Disk Connector
  • Method for retrieving attachments associated with Salesforce objects

Overview:

Salesforce is one of the most powerful CRM’s available and allows businesses to manage crucial customer information, keeping it organized and easily accessible. Boomi’s Salesforce connections enable you to grow the value of your digital ecosystem – eliminating silos and automating data-sharing and management.

Salesforce enables uploading and association of file attachments with accounts, opportunities, and other record types. Using this solution to automate the retrieval of those attachments can save your business time and effort, thereby extending the standard CRM functionality.

This solution will show you how to retrieve attachments associated with a Salesforce object and write them to the disk, all with only a few clicks inside of Boomi Integration. You’ll learn how to configure the Salesforce connector and the Disk Connector, and discover methods for extracting data from Salesforce.

By leveraging the Salesforce connector and Disk connector within Boomi, your business will be able save both time and energy in Salesforce by automating attachment retrieval from Salesforce objects.

The recipe qualifies for Boomi’s Recipe Program

This Recipe is eligible for Boomi’s Recipe Program – that bundles free expertise from the Boomi PSO team included in the price of this prebuilt offering. The Boomi experts will help you get set up faster than ever, allowing you to get the most out of the Boomi AtomSphere Platform.

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