Attachments from Salesforce to Amazon S3 by COZYROC

This integration seamlessly connects Salesforce with Amazon S3, streamlining the transfer of attachments from Salesforce to the cloud storage service. The process begins by extracting attachments associated with specified Salesforce records, such as Leads, Opportunities, or other Objects. The extracted attachments will be stored in the folder named formatted as Object_Attachments_CurrentDate.

Setup Guide

This integration will pull the attachments from each Salesforce object specified in the Object List parameter. These attachments, which may include documents, images, or other file types, are then securely uploaded to designated Amazon S3 buckets.

To run this integration and connect Salesforce to Amazon S3, you need to configure the parameters that are mentioned below.

Salesforce

• Server URL Required. Specify the Salesforce service URL.
• Username Required. Specify a username in an email-like format.
• Password Required. Specify a password to access the Salesforce service.
• Security Token Required. Specify your Salesforce service security token.
• Object List Required. This parameter accepts comma-separated values if you want to pull data from multiple Salesforce objects, e.g. Account, Contact, Case, etc.
• Filter Optional. Use this parameter to filter the attachments you want to upload to Amazon S3. For more details regarding the syntax of the filter parameter visit here to check details for the Local Filter parameter.

Amazon S3

• Server Host Required. Provide the relevant [bucket] and [region] in the Server URL.
• Access Key Required. Specify the access key for Amazon S3 service.
• Secret Key Required. Specify the secret key for Amazon S3 service.
• Destination Folder Required. Specify the path to the destination folder, ending with a trailing slash.