Thanks to the Salesforce AppExchange , users can choose between hundreds of add-ons and integrations which makes Salesforce rather a platform than just a CRM software.
Secondly, Salesforce also allows developers to create entire applications on top of their platform with their programming language Apex. So you are having files stored inside Salesforce which you would like to send to an external webservice? First thing you should do is to check if you can find an add-on in the AppExchange. The short answer: All posted data, including the file attachments, are stored in the text body of the request in a certain way.
This separation string is a random token and is generated by the sender before posting the request. Each separation string is then followed by a short header describing the data field and field content.
This line tells the receiver that the following data is the content of a file transferred in binary form. The line before indicates the HTTP field name and the file name.
So good so far. If you already flipped through the HttpRequest documentation , you might have realised, that there is unfortunately no method which would let you attach a file. Not cool! For us that means that we need to create our own code to post files and documents from Salesforce Apex. The following code assembles the correct body payload according to the schema describes before.
Please note: The code above only works for text based files such as plain text, html, xml or csv. The next section will give us more insights on how to post non-ascii binary files from Salesforce. As already mentioned, the code above only works with text based files. So the question how to post binary data to an external service from Apex remains. It would have been really convenient if sending binary files was as easy as sending ascii-text based files.
Why do you ask? But you can rename the tables to something more meaningful. In an import operation, Access never overwrites a table in the database. Although you cannot directly append Salesforce data to an existing table, you can create an append query to append data after you have imported data from similar tables.
In a link operation, if columns are read-only in the Salesforce table, they are also read-only in Access. Tip To see the connection string, hover over the table in the Access navigation pane.
If you want to make design changes, do it in Salesforce. To see the design changes in Access, update the linked tables:. Select each linked table you want to update, select OK , and then select Close. The following table describes the connection parameters you can enter in the Additional Connection String Parameters box of the Microsoft Access — Connect to Salesforce dialog box.
The password corresponding to the user name that you provided in the Username field the UID key. When this option is enabled 1 , the Salesforce connection is logged out when the driver closes the connection. When this option is disabled 0 , the Salesforce connection is not logged out when the driver closes the connection. The maximum value is If this option is not set, then the driver defaults to using the trusted CA certificates PEM file installed by the driver.
When this option is enabled the key is set to 1 or LIGHT , the driver infers metadata based on a small sampling of data rather than all of the data. When this option is disabled the key is set to 0 or FULL , the driver infers metadata based on all of the data. The query language that the driver uses to parse queries. Select one of the following settings, or set the key to one of the values in the parentheses:. When this option is enabled 1 , the driver modifies catalog names by removing all invalid SQL identifier characters and replacing all spaces with underscores.
When this option is enabled 1 , the driver uses the field names and labels from Salesforce as the names and labels in the returned data, respectively. When this option is disabled 0 , the driver uses the field names from Salesforce as both the names and the labels in the returned data. This option specifies how data types are mapped to SQL. Import and export. I suggest you check the App Exchange. There are a number of 3rd party PDF solutions.
I don't recall who's does what, but if you're looking at a Heroku Solution, it may be substantially less expensive to pay for the cost of a license to a vendor.
A Java App would be a more plausible solution. Hi, just wondering where you able to do this? I am having a similar issue, conga will work perfect but it doesnt merge images, it seems that I will have to create a doc file and then converted to pdf — manza.
Add a comment. Active Oldest Votes. Improve this answer. Keith C Keith C k 19 19 gold badges silver badges bronze badges. Sign up or log in Sign up using Google. Sign up using Facebook. The tab can contain both structured data such as related Opportunity information alongside generalized sales strategies and other guidance for success. Previously this information would need to be accessed via external static documents that were commonly not consolidated.
By bringing this information directly onto the record page, users can more efficiently reference it while also making any necessary live edits that will be visible to all other team members working with the Account.
Account Details within the document are also bi-directionally synced allowing users to easily make updates to the source record directly from the Account Plans tab. Live Salesforce reports can also be added to the Account Plan template providing users with access to summary metrics that can help drive decisions on related records.
Related object list views are another method to further provide contextualized information in a single consolidated location. Customers will find that the flexibility of these templates grants support for both common and niche business scenarios.
The Quip Document Component also supports the creation of Salesforce Activities directly from the collaborative document, which facilitates the consolidated management of action items linked to the associated object record. Users can log calls, create tasks, or schedule events from a single location all of which can be tracked and modified by other individuals working with the document. This functionality will greatly benefit teams that need to efficiently generate standardized activities from a centralized location.
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