UiPath Apps - Upload a file to an object

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1

Hello everyone,

I am currently working exclusively with UiPath Apps and facing a challenge while trying to upload a file to a Salesforce Case object. On the Salesforce interface, files can be manually attached to a Case during updates. My goal is to automate this process for the business directly from Apps.

Here’s what I’ve tried so far:

Salesforce Connection:
I created a connection to Salesforce and explored activities related to file uploads.

Steps Followed:
-Added an “Upload File” field in UiPath Apps.
-Used the “Salesforce: Upload File” activity, passing the .Value of the “Upload File” field into the “Attachment” field.
-Followed this with the “Salesforce: Add File to Record” activity, where I mapped the File ID output from the “Salesforce: Upload File” activity to the “File ID” field.

Issue Encountered:
Despite following the above steps, I encounter a generic error: Internal Failure while handling request

My general question is: How can I upload a file and link it to a Salesforce Case object directly from UiPath Apps?

I didn’t find any documentation about Salesforce activities on Apps (but I did for Studio), the goal is to complete the good fields with the correct values.

Thanks in advance!

2

@Antoinee

upload file of salesforce needs the file or the file resource

filename.value from upload file will not help as it is to be used when uploading a file to storage bucket

you need to provide the filepath as attachment value

cheers

3

I understand, thank you for your answer.

However, the “attachement” field is required to be an “AppsForm” type value.

How can I get the file path or file ressource from the app ? Do I have to upload file to storage bucket and then get in any way the path ?

4

@Antoinee

Can you please show a screenshot

cheers

5

Trying to put .Value.URL from the Upload File field into attachement field of Salesforce activity Upload File :

image
image773×755 20.5 KB

The Salesforce Upload File activity in general, with only attachement as required field

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image622×690 27.6 KB

I think the fact that Integration is still in preview on Apps doesn’t help

6

@Antoinee

got it…basically the expected type says apps file so the output of upload file should suffice my bad…

also to isolate where the issue is…first use only upload file without linking to object…then we can move to next step

yes those are still in preview so might have issues as well

cheers

7

Hello,

I’ve already attempted to use the “Upload File” Salesforce activity without linking it to an object…

To address this, I’ve submitted a ticket to UiPath Support for assistance regarding the “Upload File” and “Add File to Record” activities.

Regards

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