User can upload files to specific record IDs using the CSV upload feature. This allows you to efficiently attach files to designated records. Here's a step-by-step guide on how to achieve this:
1. Prepare your CSV file:
Before you begin, make sure you have a CSV file ready containing two columns: "Id" and "File Name." The "Id" column should contain the unique IDs of the records you want to attach files to, and the "File Name" column should list the exact names of the files you intend to upload.
2. Access the "Mass File Upload" application:
Navigate to the "Mass File Upload" application and locate the "CSV" tab.
3. Upload the files listed in your CSV file:
Upload the files that you've listed in the "File Name" column of your CSV file. These are the files you want to attach to the designated record IDs.
4. Attach the CSV file:
Upload the CSV file you've prepared to the "Mass File Upload" application. This file should contain the "Id" and "File Name" columns, with the respective record IDs and file names.
5. Submit the CSV file:
Once the CSV file is uploaded, a table will appear showing the uploaded file name, selected object, selected records, and status columns.
6. Save the changes:
Review the information in the table and ensure everything is accurate. Click the "Save" button to initiate the process of attaching the files to the specified record IDs.
7. Monitor the status:
As the files are attached to the records, the status column will display updates. If the file upload is successful, you will see a confirmation message in the status column.
By following these step-by-step instructions, you can efficiently upload files to specific record IDs using the CSV upload feature. This method is particularly advantageous for batch uploads, saving time and effort compared to manual attachment of files to individual records. Remember to adhere to the required CSV format, ensure the accuracy of the IDs and file names, and closely monitor the status updates for successful file attachments.