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Document upload to External system from salesforce
Hello Everybody,
We have integration requirement in our project where we need to send documents (PDF,Text,Emails etc) to external system. We need to have a Button on record page, once we click on that button few validations to be performaed after that need to display pop up window to browse files from local machine. Once we browse the file, size should be validated, if size is greater than default should display a message if everything is ok then a record should be created under notes & attachements section. Can someone pleas help me till this point how do I validate all these stuff upon button click. Later I need to send the file from salesforce.
Thanks,
Gowthami.
We have integration requirement in our project where we need to send documents (PDF,Text,Emails etc) to external system. We need to have a Button on record page, once we click on that button few validations to be performaed after that need to display pop up window to browse files from local machine. Once we browse the file, size should be validated, if size is greater than default should display a message if everything is ok then a record should be created under notes & attachements section. Can someone pleas help me till this point how do I validate all these stuff upon button click. Later I need to send the file from salesforce.
Thanks,
Gowthami.
Follow this article it has step by step guide for https://developer.salesforce.com/blogs/developer-relations/2017/05/build-lightning-file-uploader-component.html
- How to create lightining component for uploading files
- Uploaded file will be created as attachment
Thanks
Ramesh
Is there any way to implement pop up window in classic? My application is in classic.