39 Record Triggered Flow Scenario - Flow to Copy File from Opportunity to Account | Content Document 

Sanjay this is brilliant, thank you so much for this in depth practice example.

Hi Sir, I have a doubt. How to write a apex class for the above. I'm trying that, whenever I clicked on button on case UI, that case attachments should move to another object.

Thank you for your video, I created this flow but it does not work for me. It looks like the second assignement step does not find any records: {!CDLList} Add {!CDLRecord} Result {!CDLList} = "[ContentDocumentLink (No ID)]" but in first assignemtnt there is content document ID populated correctly: {!CDLRecord.Visibility} = "AllUsers" {!CDLRecord.ContentDocumentId} = "069Pt000002UabBIAS" {!CDLRecord.ShareType} = "V" {!CDLRecord.LinkedEntityId} = "08pPt000000C3wbIAC" Can you please help me with this?

Sanjay I used it to transfer email message attachments to a file, and it works almost perfectly. Thank you! One question: The new file is created, but it is not saved under '{!$Record.RelatedToId}', just in the org generally. This issue persists even though the debug log shows a correct LinkedEntityId. Does anyone have any idea why this might be happening?

Is there a way to have files also carry over to the account if they are uploaded after the opportunity is already marked closed won?

my flow is just coppying one file, i already check your video 10 times. Im coppying the files to a contact (which is related by lookup filter). what can I do to solve it?

I'm trying to use it for this scenario: a case is create out of salesforce, and when is created usually have files that saves on attachments. as case is created immediately a flow create an opportunity. what i need is: for this opp created i need to clone/copy all files saved on the case. i tried just like your video, but its not working. can you help me with that?

In my case data is not getting in get records and even I have used LinkedEntityId also. Don't know why. Will u plz suggest me

Can we specify which files to be moved to account

Could you please share how to add related files into specific library folder?

7/18/2023 worked.

Will this duplicate the files brought over if you save an opportunity after the file is added/saved.

Can we use custom object instead of account ?

For Online Instructor Led Training Email: sanjaygupta.techschool@gmail.com or Visit: studysalesforce.com/ Connect with Sanjay Gupta: Linkedin: www.linkedin.com/in/sanjay-gupta-bb2a79bb/ Udemy : Enroll Salesforce Flow Builder Masterclass: kadge.io/flowbuilder Udemy : Enroll Salesforce Admin Certification Masterclass : kadge.io/admin201 Udemy : Enroll Salesforce PD1 Certification Masterclass : kadge.io/pd1 Please like and subscribe to support the efforts.

We can't save this record because the “Copy files from opp to account” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to create records: DUPLICATE_VALUE: Document with ID: 0692w00000NJLkQ is already linked with the entity with ID: 0012w00001996Cb. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844)ok up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844) I am getting this error while updating 2 files