Excel Add-In for Certinia

Build 26.0.9655

UploadDocument

Uploads a document to Salesforce, making it available in the document repository.

Note: This procedure makes use of indexed parameters. Indexed parameters facilitate providing multiple instances a single parameter as inputs for the procedure.

Suppose there is an input parameter named Param#. To input multiple instances of an indexed parameter like this, execute:

EXEC ProcedureName Param#1 = "value1", Param#2 = "value2", Param#3 = "value3"

In the Input table below, indexed parameters are denoted with a '#' character at the end of their names.

Input

Name Type Description
FullPath String The full local path to the document to upload. Required if Base64Data is not provided. Only one of FullPath or FolderPath should be specified per upload operation.
Base64Data String Base64-encoded string representing the contents of the document. Required if FullPath is not provided. Enables uploading without relying on a local file path.
Name String The name to assign to the document in Salesforce. If not specified, the file name from FullPath is used. Required when uploading via Base64Data.
FolderId String The ID of the folder where the document will be stored. This field is required for all uploads.
FolderPath String Path to a local folder containing documents to be uploaded in batch. Only one of FolderPath or FullPath should be specified for a single operation.
Description String Optional description of the document. Limited to a maximum of 255 characters.
Documents String Accepts a temporary table name or an aggregate (JSON) containing multiple Document records for batch uploading. Each row should include inputs such as FullPath, Base64Data, or Name.

Result Set Columns

Name Type Description
Id String The ID of the document that was successfully uploaded to Salesforce.
FileIdentifier String Identifies the file for this result row. Contains the full file path when FullPath or FolderPath was used, or the file name when Base64Data or Content stream was used.
Success Boolean Indicates whether the file upload succeeded (true) or failed (false).
Errors String Error messages returned by Salesforce if the upload failed, including error codes and descriptions.

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Build 26.0.9655