Triggers, searches and actions in our Salesforce integration
This integration has the following steps:
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Action: Upload File
Upload a file in Salesforce that's saved in the dedicated "Files" section and not as an attachment.
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Salesforce has a new upload format - lightening file objects - that's not supported by Salesforce's official Zapier integration.
We've created a custom Zapier + Salesforce integration that does support the new format, allowing you to upload and attach files to Salesforce automatically.
We'll install a private version of the custom integration in your Zapier account so you can upload files to Salesforce. Just fill in the form below and we'll contact you with more details.
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Action: Upload File
Upload a file in Salesforce that's saved in the dedicated "Files" section and not as an attachment.
We'll ask for your Zapier account email address and send you an invite to install a copy of the integration in your account. We'll then transfer ownership of the integration to you, completing the process.
You are not getting IP ownership nor licencing the integration from us. We just install a pre-built custom integration in your account. On top of that, Zapier prohibits you from selling access to others.
We have to create an OAuth app in your account and generate a client ID and secret. Alternatively, we can talk you through doing this part for us.
The integration will automatically be available to use in zaps you build in your account, and you can share access to others via a special invite URL (remember, no reselling!)
You need a version of Salesforce that includes API access.
These version do include API access:
These version do not include API access and are not compatible with this integration: