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Hi,
 

I have been working on a workflow where I need to combine 2 documents and then store the combined doc into Salesforce files. Here is the workflow I have been working on.


Can anyone help me out to understand which workflow steps store the combined document into Salesforce files?

Hi ​@Monir.Zaman,

We do not have an out of the box workflow step that accomplishes pushing the document back to Salesforce Files. You’d have to use our unmanaged Salesforce package to accomplish this via the API. 

I question whether this is the best route to go and would ask what is the purpose of pushing it to Salesforce files? Using the out of the box, managed package with Salesforce, you are able to see the same file stored in CLM from the Salesforce record using the appropriate component added to the page layout. It’s the same document, just stored in CLM and visible from the Salesforce record. 

Hope this helps!
Kelly