Hi folks, has anyone ever brought in Opportunity attachments (specifically PDF contracts) into Gainsight for CSMs to easily reference? The object I have narrowed it down to in SFDC is Attached Content Document; however, the Rules Engine a) does not actually let me query anything on it, and b) shows only Account and Customer Info as lookup objects, even though the attachments actually sit on the Opportunity.
I’d like this to either easily live on the Opportunity related list as a link to download the PDF or create a separate related list with all attachments from SFDC (narrowing down by Type would be nice but can be dealt with).
Best answer by jean.naironView original
You should be able to generate a URL from the SFDC Attachment object, linking back to the Opps ID via the record Parent ID.
The example URL they used is: https://na1.salesforce.com/servlet/servlet.FileDownload?file=015300000000xvU
The ID in this case would be: 015300000000xvU
Here’s some additional details on how to create the url. The main thing you may want to do is ensure you grab the right url for the right document.
Thanks guys! I’m going to try this out.
Did it work out for you
I tried to create a formula field in SFDC SBX as suggested but could not look up the Attachment on the Opportunity.
That’s awesome and a really good find with permissions issue.