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Salesforce Record-Triggered Flow for ContentVersion Files

9/26/2022

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There are a number of use cases where a Salesforce Admin or Developer may want to handle File upload events using Salesforce Flow Builder. Example use cases include:
  • Applying OCR text recognition on uploaded images using iDialogue content analysis
  • Converting files to other file types and formats
  • Verifying files contain certain keywords
  • Associating files with other Salesforce records via ContentDocumentLinks
  • Notifying a record owner whenever a customer uploads a file to a document room
iDialogue raises CONTENT_VERSION_INSERT and CONTENT_VERSION_UPDATE platform events for these types of use cases (note: as of Winter '23, "Record-Triggered Flows" did not support ContentVersion object types. This platform event approach provides an equivalent alternative).

Implement this solution in 4-steps:

1. Begin by creating a new Flow of type "Platform Event-Triggered Flow".
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2. Select the "iDialogue Event" type.
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3. Add conditional branch decisions to check for ContentVersion Insert and Update events.

$​Record> Event Type = CONTENT_VERSION_INSERT
$​Record> Event Type = CONTENT_VERSION_UPDATE
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4. Finally, add any custom flow handlers to process the ContentVersion insert or update events, such as making callouts to the iDialogue Content Intelligence API for file processing.

​Note: that these platform events are always raised in an AFTER trigger context.
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