Need Help with SFDC Automation - Download Files by Booking ID

[Mayur_N]

Hi Community,

I’m new to Salesforce (SFDC) automation and would like some guidance on how to handle the following use case using UiPath

Searching by Booking ID and Downloading Files:

• I want to search for a specific Booking ID in Salesforce.
• After finding the record, I need to download all files or attachments related to that Booking ID.
• Can this be done using the Salesforce activities package in UiPath?
• If so, which activities or API queries should I use to retrieve and download those attachments?

Any sample workflows, best practices, or documentation links would be highly appreciated. Thank you!

[Anil_G (Anil Gorthi)]

@Mayur_N

You can use salesforce integration service for that, get record is one activity which would get the details of a given object..which object to retrieve is to be given by your salesforce team..once you establish a connection with salesforce you can see all the objects that are available..

Activities - Get Record

Then download file can be used to get attachments once you get details from objects

Activities - Download File

Please check connector details and how to autheticate etc here

Integration Service - About the Salesforce connector

Cheers