So I was wondering how I can attach a file to an account. Basically what we do is sell a product online that requires an agreement. When they buy the product, we generate a pdf of the agreement and mail it to them. What I would like to do is upload the pdf agreement and attach it to the corresponding opportunity or account. I am pretty sure this can be accomplished, but I don't see much documentation on it. I am using php and the API to create everything. Any one have any ideas?
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You can just create an Attachment on the Account. It should work the same way as creating an object in Salesforce.
Some important considerations:
I would recommend using chatter files related to the record rather than attachments as chatter files have a number of features that attachments lack.
To upload a file and relate it to a record you use a feeditem with the following required fields.
I would like to recommend ready to use Salesforce Appexchange Native App Cloud Drop in order to store any number and size of files that can be associated with any salesforce object. Cloud Drop is one of a smart and excellent native app available which integrated Salesforce with Rackspace. Please check the following link for more information:
Thanks Anchal Garg