Maintain Your Platform App Builder Certification for Winter ‘26 Trigger a Flow When a File Is Attached Managing files just got a lot smarter. You can now automatically launch a flow whenever a file is attached to a record—no Apex code or complex workarounds required. This enhancement lets you set filters so that your flow triggers only when it matters. You can filter by: File type or extension (for example, trigger only when a PDF is attached) File name (for example, when the file name contains “Contract”) Created by (for example, only for files uploaded by a specific user group) When your conditions are met, the File Attach event automatically kicks off the flow. This opens up powerful new automation use cases, like: Starting a contract approval process when a signed document is uploaded. Sending notifications when a compliance file is attached. Automatically tagging or categorizing records based on file type. To set it up, start by creating an Automation Event–...
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