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Question

Question

Can the Salesforce Integration in Laserfiche Cloud Retrieve a document from Salesforce and File it in Laserfiche?

asked on February 9, 2023

We have a customer that has documents that are initiated in Salesforce, once these documents are executed, in this case Signed we need to file them into Laserfiche.

Wondering if anyone has done this?

The Workflow Object for Run Application Action - seems to have some Document Options as shown in the Screenshot below.

Not sure if it's designed to allow you to get a copy of the File for Archiving into Laserfiche.

Thanks,

Milton

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Replies

replied on February 14, 2023 Show version history

Hi Milton, the "Document" you selected in the Run Application Connection activity is an object type. You can perform CRUD actions against the selected object through Run Application Connection. Here is the description of the Document object in Salesforce. However, you cannot copy files to Laserfiche through the Create Document action. 

 

This is a workflow example that I built to transfer files from Salesforce to Laserfiche repository.

The first Run Application Action activity "Salesforce Search Content Document by ID" is to retrieve Content Document of a single file in Salesforce, but you can search by other criteria to return a list of content documents and loop through those documents for further processing. 

 

The third Run Web Request Rule activity "Salesforce Download File" is the actual step to download file from Salesforce. 

This is the configuration of the Web Request rule used in the "Salesforce Download File" activity.

The Response Type needs to be specified as File.

Unfortunately, we don't support using Application Connection when file is involved in the rule, so we have to use Web Service Connection instead. Due to the fact that Web Service Connection cannot handle OAuth, we have to add an additional step in our workflow to retrieve access token before executing this rule. But we will start working on supporting Application Connection for files in Web Request rule. Once it is done, the additional step (second step) can be removed from the workflow example.

The second Run Web Request Rule activity "Salesforce Get Access Token" is to retrieve token type and access token from Salesforce. These values will be passed to the third activity and being used in the Authorization header.

This is the configuration of the Web Request rule used in the "Salesforce Get Access Token" activity. 

 

The fourth Create Entry activity is to create a document in Laserfiche repository. If you want the document to be presented in a desired format, you need to add file extension to the entry name.

 

The last Attach Electronic Document activity is to attach the file downloaded from Salesforce to the document created in Laserfiche repository.


 

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replied on February 16, 2023

Hi Milton, I just want to give you an update that we are now supporting using Application Connection in Web Request rule when response type is File.

This is my updated workflow. We don't need to retrieve access token from Salesforce anymore, so I removed the second activity ("Salesforce Get Access Token") from my workflow and updated the Web Request rule used in the "Salesforce Download File" activity.

This is the configuration of my updated Web Request rule. A Salesforce connection is selected for this rule and there is no need to add Authorization header. 

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replied on February 16, 2023

Hey Danlei, I really appreciate your detailed Answer. 

As I work through the Project, I will update my results here.

The Best to you,

Milton

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replied on April 8
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