File under M for Mystery. Using Files in Flows and Agent Actions

London's Calling 2024

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Files are everywhere in Salesforce – attached to records, chatter posts, and in libraries. But building them into flows, prompts or integrations involves a baffling data structure and a confusing set of specific requirements and permissions.

Get a clear overview of the data model behind Files (aka ContentDocuments) and some real world sample automations. Rename and share files automatically, Produce Agent summaries of key files and mass-download batches of files in one step.

 


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Ran on: 6th June 2025 David Chater David Chater