Send Gmail attachments to corresponding Salesforce contacts

Connectors: Gmail, Salesforce     Functions: Find Email, List Length, Continue If, List Length, At, For Each – Ignore Records, Get Multiple

Connectors: Gmail, Salesforce

Functions: Find Email, List Length, Continue If, List Length, At, For Each – Ignore Records, Get Multiple

Problem

We use Salesforce as our system of record for all things customer related.  To make sure that all customer information is up to date in Salesforce, we need to automatically upload any attachments received via our Gmail account.  

Solution

To solve this, we can create a FLO that recognizes when any new email is received, check for any attachments, find the Salesforce record, and upload any attachments.

Extend this FLO

You can easily add a List Filter to filter out certain types of attachments. For example, filter out jpeg and png and only let document type files be sent to Salesforce.  If multiple email matches are found in the Salesforce contacts records, add steps to send notifications to someone (e.g. via Slack, Gmail, Outlook) to merge or cleanup records in Salesforce

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