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mxalix258 If I wanted to have some sort of button on a record in salesforce, and when I pushed it it would make a call out to another database and retrieve a document and attach it to the record in salesforce - is there a way to do that? Can someone point me in the right direction?
Thanks!
Yes. It is possible for the files which are in smaller size.
The process is like below.
1. You should write an integration application either in Java / .NET to connect to both salesforce and your database.
2. Webservice need to create for this application.
3. Generate WSDL file for this webservice and generate a class in salesforce. By calling specific method in this class, you can communicate to your java/.NET application. From that application read the file content from your database then add as an attachment in salesforce.
Need to consider:
-> view state limit
-> file size in memory.
Generally in salesforce we can insert 5MB of file as an attachment. If the file is bigger than this use Content management / ask salesforce.com customer to increate attachment size.
As per my experience this info i can provide you.
All Answers
You can do that with a webpage or a webservice. When you clik your button or link, it will call the webpage or webservice that will attach in salesforce the related document. The ObjectId will be one of the parameter that you'll need to send to the external (Of Salesforce) web service or webpage.
Yes. It is possible for the files which are in smaller size.
The process is like below.
1. You should write an integration application either in Java / .NET to connect to both salesforce and your database.
2. Webservice need to create for this application.
3. Generate WSDL file for this webservice and generate a class in salesforce. By calling specific method in this class, you can communicate to your java/.NET application. From that application read the file content from your database then add as an attachment in salesforce.
Need to consider:
-> view state limit
-> file size in memory.
Generally in salesforce we can insert 5MB of file as an attachment. If the file is bigger than this use Content management / ask salesforce.com customer to increate attachment size.
As per my experience this info i can provide you.
Is there a preferred database to use?
We use SQL Server / Oracle / DB2 for this.