Flow Actions

Move Resource

Introduction

The CloudFiles: Move Resource action enables you to move a resource (file or folder) from one location to another within the same external storage drive. This action is particularly useful in automations where resources need to be reorganized based on workflow changes.

The image below gives an overview of the input parameters and what this action looks like. Detailed description of these input parameters and outputs are provided in the following sections.

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What This Action Does

The Move Resource action transfers a specified file or folder from its current location to a new destination within the same drive. This operation is performed in the external storage connected to Salesforce.

Use Case Example: When a Lead is converted to an Account, the associated lead folder can be moved into the newly created account folder. This ensures that all documentation related to the lead is automatically transferred and organized under the corresponding account record.

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Input Parameters

To specify the resource file or folder you want to share or remove, it is necessary to provide the following parameters that define the target resource and its sharing destination. Below is a detailed explanation of each input:

Destination

The parent folder ID of the target location where the file or folder will be moved. This identifies the destination folder within the external storage.

Drive Id

The ID of the drive containing the resource. The action supports moving resources only within the same drive; cross-drive moves are not allowed.

Library

Specifies the external storage library, such as sharepoint, google , dropbox, box, onedrive, azure or cloudfiles (AWS S3).

Resource Id

Input the Resource Id i.e. unique identifier of the file or folder to moved. This ID is used to locate and process the resource within the specified library and drive.

Resource Type

Specfies whether the target is a file or folder.

How to Get Destination Parameters or Metadata Details ?

Some of these Parameters like DriveID can be obtained from within Salesforce CloudFiles App by navigating to the parent folder in the Content Library Tab and clicking the "View Metadata" button as shown in image below.

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Follow the steps below to retrieve these IDs -

  1. Click on App Launcher on top left. Search for the CloudFiles App.
  2. In the CloudFiles App, select the Content Library Tab.
  3. Go to your cloud storage. You may need to login if you haven't done so before.
  4. Go to the target folder where you would like to place the created folders in.
  5. A dialog box opens up which shows all the IDs. Copy the ID from here.

These steps are shown in the GIF below -

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Output Parameters

The CloudFiles: Move Resource action does not return any output parameters. Upon successful execution, the specified file or folder will be moved to the target location in the external storage.