Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Eric Smith created a subflow to copy files from one object record to another.
The business need: Copy all files automatically from one record to another
There are times when you may want to automate the copying of all the files attached to one record to another record. An example of this might be when closing an opportunity, copy all the files attached to the opportunity record to another record such as a newly created quote or contract.
Salesforce uses a junction object called ContentDocumentLink that includes a lookup to the file (ContentDocument) as well as the
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