Unable to upload or download files of Salesforce Case

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1

Hi,

We are planning to automate Salesforce using Activities instead of UI. Able to execute SOQL queries, insert, update etc.

Unfortunately unable to download / upload attachments to Cases.

Could you please help

Thanks

2

Hi @theerthaks

Sure, I can help you with that. To download/upload attachments to Cases in Salesforce using UiPath activities, you can use the Salesforce API to perform the necessary actions. Here’s how you can do it:

To Download Attachments:

  1. Use the “Invoke Custom Code” activity in UiPath and choose C# as the language.
  2. Add the Salesforce API as a dependency to the project.
  3. Write a C# code to retrieve the attachment data from Salesforce using the Case ID and Attachment ID.
  4. Convert the attachment data to a byte array and save it to a file using the “Write Bytes” activity in UiPath.