Tableau Connector for Salesforce

Build 26.0.9770

UploadContentDocument

Uploads a document to Salesforce Content and associates it with relevant records.

Stored Procedure-Specific Information

Uploading Single Files or Single Folders

To upload a single content document, specify the FullPath:
EXEC UploadContentDocument FullPath = 'C:\\csv samples\\mycsvfile.csv'
To upload all content documents in a single folder, specify the FolderPath:
EXEC UploadContentDocument FolderPath = 'C:\\csv samples'
For Base64 data, you must specify the Base64Data, Title, and FileExtension:
EXEC UploadContentDocument Base64Data = 'byBib2Jl', Title = 't', FileExtension = 'txt'

Uploading Multi-Valued Inputs

To upload multiple content documents by file path using a temporary (#TEMP) table:

  1. First insert values into #TEMP tables. For example:
     INSERT INTO ContentDocument#TEMP (FullPath) VALUES ('C:\Documents\proposal.docx')
     INSERT INTO ContentDocument#TEMP (FullPath, Description) VALUES ('C:\Documents\contract.pdf', 'Signed contract')
    This inserts the values into a table in memory.

  2. Then reference that same table when executing the stored procedure:
    EXEC UploadContentDocument ContentDocuments = 'ContentDocument#TEMP'
This approach has the advantage of avoiding arbitrary parameters as inputs to the stored procedure.

Note: You can also use a #TEMP table to specify multiple FolderPaths, or use multiple Base64 data entries.

The following examples demonstrate how to upload multiple files or folders using a JSON array:

To upload multiple content documents by file path or Base64 data:

  EXEC UploadContentDocument ContentDocuments = '[
   {"FullPath": "C:\\Documents\\proposal.docx"},
   {"FullPath": "C:\\Documents\\contract.pdf", "Title": "Q1 Contract", "Description": "Signed contract"},
   {"Base64Data": "SGVsbG8gV29ybGQ=", "Title": "greeting", "FileExtension": "txt"}
]
To upload multiple content documents from different folders:
  EXEC UploadContentDocument ContentDocuments = '[
   {"FolderPath": "C:\\Reports"},
   {"FolderPath": "C:\\Invoices"}
 ]'

Input

Name Type Description
FullPath String The full local path to the file to upload. Required if Base64Data is not provided. Only one of FullPath or FolderPath should be specified for a single operation.
Base64Data String Base64-encoded string representing the contents of the file. Required if FullPath is not specified. Useful for programmatic uploads without local file access.
FileExtension String The file extension that indicates the content type (such as PDF, TXT, or DOCX). Required when using Base64Data to define the file contents.
Title String The title to assign to the ContentDocument in Salesforce. If omitted, the file name from FullPath will be used. Required when uploading using Base64Data.
FolderPath String Path to a local folder containing multiple files to upload in batch. Only one of FolderPath or FullPath should be used per request.
Description String Optional text description for the ContentDocument. Maximum length is 255 characters.
LinkedObjectId String The ID of the Salesforce record to associate all uploaded files with. When specified, each uploaded file will be linked to this record via a ContentDocumentLink. Can also be set per file using the ObjectId column in the ContentDocuments aggregate.
ContentDocuments String Accepts a temporary table name or an aggregate (JSON) containing multiple ContentDocument records for batch uploading. Each row should contain fields such as FullPath or Base64Data.

Result Set Columns

Name Type Description
Id String The ID of the newly created content version record associated with the uploaded document.
ContentDocumentId String The ID of the ContentDocument object created from the uploaded file.
FileIdentifier String Identifies the file for this result row. Contains the full file path when FullPath or FolderPath was used, or the title 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 26.0.9770