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Uploading Documents using API/Connector
Does anyone know how to mass upload/replace Documents using an API call or the Connector? Is it possible?
I get a set of weekly ERP reports to email to our Sales Agents and I would like to deliver them in SFDC instead of email.
Is there another way to do this?
dreamhomescrmHello,
No it is not possible to upload images, docs, etc . . . via Excel connector. These items are saved in their raw datastring format -- UUENCODE and Excel connector has no way to handle them.
A simple, free tool that you can use is
http://www.salesforce.com/site/us/appexchange/detail_overview.jsp?id=a0330000000nsPxAAI&NavCode__c=&tab=spec
With this tool you can drag and drop docs, images into any SF Doc folder. Here is the trick for your needs . . . you need to keep a separate local folder with all the docs you want to upload, then drag them into the Doc2SF tool, and then delete the old docs that you want to replace.
Doc2SF does not overwrite files with the same name. It simply puts your docs into the folders that you want.
Good luck!!