Attachments from Salesforce to an SFTP folder by COZYROC

This integration seamlessly facilitates the transfer of attachments from Salesforce to an SFTP (Secure File Transfer Protocol) server, optimizing the process by compressing them into a zipped file in the format Object_Attachements_currentDate

Setup Guide

The integration starts by extracting attachments associated with the Salesforce records, such as Leads, Opportunities, or other Objects specified in the Object List parameter, and uploading them to an SFTP Server.

To run this integration and connect Salesforce to the SFTP Server, 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 attachments from multiple Salesforce objects, e.g. Account, Contact, Case, etc.

SFTP

• Server Host Required. Specify the name or IP address of the SFTP server.
• Server Port Required. Specify the port number.
• Username Required. Specify a username to access the SFTP server.
• Password Required. Specify a password to access the SFTP server.
• Destination Folder Required. Specify the path to the destination folder, ending with a trailing slash, where you want to upload the attachments.