Add the Impowr: Start File Import action to any Salesforce Flow to import files with Impowr automatically. This is ideal for chaining imports together or designing your own import interface.
The action is designed to be simple to use, only requiring a Content Document ID (which references the file to be imported), and a Mapping Template to begin an import.
Step 1: Add the Component
- Go to Setup | Salesforce Flow.
- Either create a new flow or edit an existing one.
- Add an Action element to the flow and select Impowr > Impowr: Start File Import.
Step 2: Configure the Action
- Click on the Action element that was just added to open its settings.
- In the action’s parameters on the right, provide an appropriate Label and API Name.
- Use Content Document ID to reference a file that has been uploaded to the Salesforce org. For most implementation in a flow, this will be a variable that references a Content Document (File).
- For Mapping Template, add a Mapping Template Developer Name to identify which mapping template to utilise during the import.
- If necessary, add a Custom Record ID if you wish to pass a custom value to the {!Record.Id} tag used in an import. Leave the toggle in the off position if it is not needed.
- Enter your desired file retention period in the Retain Hours section. This will set the retention period for files imported using this action.
Step 3: Save and Activate
- Click Save at the top-right of the Flow Builder to apply your changes.
- Click Activate to make the flow available for use.
Notes:
- The action will clone the original Content Document and associate the clone with an UploadedFile__c record. The retention period only impacts that clone.
- Imports invoked by the action will be visible in the Uploaded Files tab.