04-23-2024 06:11 PM
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
04-24-2024 10:52 PM
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=024867be6c69d662b03dc144d390e46d785a367702df0b779f460756...
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.
04-26-2024 10:22 PM
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.
04-27-2024 12:11 AM
Yes, correct. You can able to sync/transfer the files by using the above method.
04-28-2024 06:48 PM
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