We are trying to automate the Data Upload process in Salesforce.
Process- When a file is uploaded in SharePoint in a particular folder it should be automatically moved to Salesforce Quote Object.
We have Microsoft Power Automate- I tried creating flows but it is not recognizing the fields to upload.
Is there a way to Automate the Data Upload process.
Any ideas are really appreciated.
Thanks.
Hi Trailblazers,
I solved the requirement by using Power Automate flow.
Wanted to post here so that other Trailblazers can get help if they get a similar requirement in future.
Solution- Create a power Automate flow-When a file is created or modified in SharePoint fetch the list of rows from excel sheet and use the get record and update records functions (Connecting to Salesforce Premium in Power Automate) to upload the Quote numbers.
Have to write some Power Automate Expressions as this was a Automated cloud Flow.
Thanks,
Srividhya.
