Flow Actions
Doc Management Flow Actions
this collection consists of all document management salesforce flow actions copy resources docid\ tgi ea4 benigrmkjlz1t this action can be used to copy a file or folder from one location to another within the same connected external storage copy salesforce files docid\ xaoztzqon8utm7hyzn bg this action lets you copy native salesforce files to a desired location in external storage create attachment docid\ k qcqnduqsbbky169pk9u this action attaches a file or folder from an external cloud storage to a salesforce record files & folders attached to a record show up in the cloudfiles widget on the record page in salesforce create file connect files docid\ pusu8 2agvntrqjeqcgdy this action can be used to create a files connect object for a file uploaded/copied through cloudfiles create folder docid\ xrardogtcdiogtagjunnl this flow action allows you to create a folder in a connected external storage system by specifying the folder name and its location this means you can automatically create folders in google drive, sharepoint, onedrive etc create folder (async) docid\ alegfxe6qlm2n uwpzfcv this flow action enables you to create folders asynchronously in various external storages, such as google drive, sharepoint, onedrive, and more create microsoft team docid 9ohcqyne0 h5ejzo18sjt this flow action allows you to automate the creation of a microsoft team directly from salesforce, useful to streamline collaboration by setting up teams tailored to specific business scenarios create salesforce file docid\ fnqyk7y504tsivsv5c533 this flow action enables you to copy a file from external storage into salesforce as a salesforce file using file's metadata details as input to identify and retrieve the external file create salesforce files (batch) docid\ iweapebjdqvaiqiswlfcd this flow action allows you to copy multiple files from external storage into salesforce as salesforce files in a single action processesing multiple files at once create sharepoint site docid\ u7sf1ejyidhj5shvv0agh this flow action allows users to automate the creation of new sharepoint sites directly from salesforce delete attachment docid\ ld4nifxizz9oal9g8vehj this flow action allows you to disconnect an already linked resource (file or folder) from a salesforce record delete resource docid\ pj4e0fttru7v yidtswdn this flow action allows you to delete a resource (file or folder) in a connected external storage, handling deletion of a single resource or multiple resources in one execution get attachments docid\ gdcjs5yujzzox2qlipohj this flow action allows you to retrieve all the resource docid\ mr7u7qdhigoasucpf nlr (files or folders) connected to a salesforce record through cloudfiles get connected folder docid iq8rljf2ne8sx0 iuu this action can be used to get a single attachment of type "folder" for a salesforce record get files connect resource id docid\ uiuzp3l41qbn4aqpuio f this action can be used to get "files connect resource id" for a file/folder stored in external storages get folder contents docid 9mdumpjrzqenyvrixspbd this action outputs all the files and folders within a queried external storage folder as a collection of resources get resource details docid\ ue5s2y9qglsceiqd0serc this action allows you to retrieve comprehensive metadata details of an external storage resource by inputting known metadata information, even if only a few parameters are available get resource property docid\ z6wgp6uulf3zqiy0kwev9 this action can be used to retrieve specific property values of a specific resource get salesforce files docid\ r7dtingpoto 9andfxmxb this flow action enables retrieval of ids of all salesforce files attached to a specific salesforce record particularly useful when you need to perform further operations on these files, such as processing, sharing, or deleting them in bulk move resource docid\ sviadh0nd9uf2vdufxwmm this action can be used to move a file or folder from one location to another within the same external storage drive search by resource metadata docid\ wzecfkzfk hdnzhnkbhao this action is a specialised feature designed for use with sharepoint and ms teams, focusing on custom properties that allows users to efficiently search and manage resources(files & folders) by tags (metadata columns) set resource property docid\ tqdwxfgpgtqijeymsaa2h this action automates the process of updating or assigning metadata property values for resources across multiple storage systems set resource property (batch) docid\ ebivyet8jupi w4ae0aqn this flow action extends the functionality of the standard set resource property docid\ tqdwxfgpgtqijeymsaa2h flow action, enabling you to process multiple resource property updates in a single action instead of configuring multiple individual actions update permissions docid\ y5mxy2ibjjoziczsqdeul this action can be used to set permissions of a file/folder in external storage like sharepoint, google drive etc