topic Re: salesforce File Migration from 1 environment to another in Workato Pros Discussion Board

salesforce File Migration from 1 environment to another

Geetha-N — Wed, 24 Apr 2024 01:11:58 GMT

Hi Team,

We are newbiees to Workato and I'm currently working on possibilities to do File Migration across environments, Is there any video articles that i can refer to? please

Re: salesforce File Migration from 1 environment to another

Prajwal — Thu, 25 Apr 2024 05:52:32 GMT

Hi @Geetha-N,

In which object are you storing/referring those files in Salesforce? If you are storing the files/documents in Files(Object will be 'Content Document'). Then you can implement the below approach to sync the files b/w 2 envies.

1. Create a connection with the primary Salesforce application which is a source
2. Create another connection with the secondary Salesforce application with the target SF account
These configuration will let you use 2 accounts of the SF in the same recipe(secondary connection will be your 2nd SF account).

And followed by the recipe setup to accomplish your requirement.

Recipe Link: https://app.workato.com/recipes/46861544?st=024867be6c69d662b03dc144d390e46d785a367702df0b779f46075664cfa960

In the trigger you can change the SOQL query as you need.

If your use case is to sync b/w more that 2 environments then you need to create recipe functions to sync through those envies which has a different connections(different environment connections).

If you are using a different object then change the object name in the trigger and map the required fields to upload the file/document.

Let me know if you have any queries.

Re: salesforce File Migration from 1 environment to another

Geetha-N — Sat, 27 Apr 2024 05:22:33 GMT

Hi Prajwal,

Thanks for your suggestion, The Files would be the one associated to Opportunities and Accounts and between Source environment to destination environment. So not multiple environment. So, hoping that if i follow the above instructions for these 2 standard objects i should successfully be able to transfer the files between source and designation environment is that right?

Thanks in advance.

Re: salesforce File Migration from 1 environment to another

Prajwal — Sat, 27 Apr 2024 07:11:00 GMT

Yes, correct. You can able to sync/transfer the files by using the above method.

Re: salesforce File Migration from 1 environment to another

Geetha-N — Mon, 29 Apr 2024 01:48:03 GMT

Hi Prajwal.

When i tried accessing the Recipe Link: https://app.workato.com/recipes/46861544?st=024867be6c69d662b03dc144d390e46d785a367702df0b779f460756...

I couldn't as our logins are based in AU - https://app.au.workato.com/ . Is there a way i can get a pdf version or one supports .au.workato format.

Thanks a lot for your kind help and support rendered.

Best Regards,

Geetha.N

Re: salesforce File Migration from 1 environment to another

Prajwal — Mon, 29 Apr 2024 04:59:40 GMT

Oh! okay, I'm not sure how can I provide the recipe link which supports you domine url. But, I can provide you with the snapshots of the recipe built. So that you can build and configure accordingly

Here is the recipe snap -

Here is the configuration for the step 5-

Note: This is just a sample recipe to sync the files from one environment to another. You might need to do/alter some of the steps or add additional steps/configurations to meet your requirements.

You can refer the link for more information: https://docs.workato.com/connectors/salesforce/salesforce-generic.html#create-update-search-upsert-actions-in-salesforce

Re: salesforce File Migration from 1 environment to another

meghan-legaspi — Mon, 29 Apr 2024 15:00:05 GMT

Hey @Geetha-N!

Welcome! The Workato Docs library is a great resource for you. You can check docs related to Salesforce file migration here: https://docs.workato.com/search.html?query=salesforce%20file%20migration