Copy Email Attachments to Case Folders Test Drive

introduction in this test drive, we'll see how cloudfiles copies case email attachments to external storage like sharepoint using a simple salesforce flow along with some cloudfiles elements follow the instructions in the next section to test the subsequent sections explain the setup for this test drive as well as what else is possible as an extension of this test drive instructions to test out this feature, follow the simple instructions below to create a case, send an email to support\@1teyd0ucjs0vxujym2hjrpcstatzrhvl43ohv3bubtgzca5gh9 ao 1tbgxea0 usa848 case salesforce com with any subject attach a few files to this email these can be any type or size of files go to 'cases' tab and open the created case it may take upto a minute for the case to get created within the 'files' tab, find all email attachments copied into the case folder which is located in sharepoint flow execution and folder creation may take some time (a few seconds to a minute) if you don't see anything in the files tab, try refreshing the cloudfiles widget a couple times the gif below gives a visual representation of these steps implementation the following video shows the flow that made this possible beyond this test drive in this test drive, we've seen how cloudfiles copies case email attachments to the case folder however, there are many variations of this possible such that it can fit your custom use case consider these possibilities among many selectively copy attachments for instance, you could copy only ' jpg' attachments the test drive supports any type or size of file organise copied attachments into folders by type or name pattern for example, place attachments with 'screenshot' in their name into a separate subfolder once copied, you can delete the original file from salesforce if needed you can transfer attachments between different objects for example, you can move all email attachments to the customer's account folder who sent the email you can even delete the copied files from salesforce storage so as to keep your file storage cost low you may find other test drives equally engaging do visit the test drive docid\ cgjldtde3usa oibbwgpn article to explore other test drives