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Hello, I'm trying to automate a process in which I attach product-dependant files to orders, in order to allow ease of access, and elimate some manual processes.

 

Depending on Job type, and product mix, I want to be able to filter PDFs and attach 1-5 PDFs to a particular record (in the Order object). Salesforce seems capable of doing this, I was playing around in the Asset Files but can't figure out how to plug files into the Order at all.
2 answers
  1. Nov 4, 2019, 5:54 PM
    Hey Piyush,

     

    Im not trying to attach anything via email, this is an internal facing asset im trying to create. I have the "files & attachments" related field on my Order object, and Im trying to auto-upload product installation guides based on products attached to the order.

     

    Thx
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