1.Monitors updated project design URL
Integrate Salesforce and project tracking tools to catch updated design download URLs and pass the project id to the workflow.
Upload final design PDF and update project record
Automatically monitor Salesforce project updates across your S3 archive. Update project records with the final design link when design download URL appears, design download URL changes, or a project record update arrivesβso you can upload PDFs, store final files, and keep access links current without manual paperwork.
How this automation stores final design PDFs
When a design download URL is updated in Salesforce, delays can block coordinators from accessing the file. This automation catches project changes, uploads the PDF to Amazon S3, and updates the project record with the final design linkβso your team can access documents immediately.
Salesforceor swap with your favorite app
2.Uploads final design PDF to S3
Integrate Amazon S3 and file storage workflows to upload the PDF using the source file URL and store it under a project key.
Amazon S3or swap with your favorite app
3.Updates project final design link
Integrate Salesforce and record management tools to update the project record with the S3 object URL for coordinator access.
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