function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
rajubalajirajubalaji 

How to upload authenticate document data from salesforce to other application?

Hi everyone,

Actually we have one task,we need to Upload Document data which where in salesforce we need to get that data in other application using API"s.If any one know how to send that data please respond.

Thanks inadvance,
RajuBalaji.
Vishwajeet kumarVishwajeet kumar
Hello,
It will depend on what kind of API's/Processes can be supported by system where you need to upload data.
Some common patterns are :
 1. Send Outbound message to target system with record id, target system logs in and gets data using REST/SOAP/Bulk Api.
 2. Use Platform Event notifications(instead of outbound message), similar process as step 1.
 2. Make Http call from apex to target system to send data.

thanks
RahulRahul
if you want to upload bulk data then download it into excel and  export it using Data loader into salesforce or if you want to connect salesforce to another application, then integrate it using Outbound messaging and get the response using Rest/Soap
Suraj Tripathi 47Suraj Tripathi 47
Hi rajubalaji,
Instead of attaching the file under Notes & Attachment, upload it to the "Content Deliveries" related list. Here is the step by step process
please visit this link 
https://help.salesforce.com/articleView?id=sf.content_delivery_about.htm&type=5


Please mark it as the best answer if it helps you to fix the issue.
Thank you!
Regards,
Suraj Tripathi