PS - Create Salesforce Record with attachment

1-Create Salesforce record and upload an file.md

PRE-REQUISITES

• Install SFDX
• Authorize target org within SFDX with desired alias

USAGE

Open powershell and fire this command

./createstagingwithattachment.ps1 -objectName [OBJECT NAME] -instanceName [ORG NAME] -objectData [OBJECT FIELD DATA] -attachment [ATTACHMENT FILE]

• [OBJECT NAME] = api name of the object for which record is to be created
• [ORG NAME] = alias/username of salesforce org
• [OBJECT FIELD DATA] = object data in space separated format (refer examples)
• [ATTACHMENT FILE] = file path for the attachment file to be uploaded

Example 1: Create Account record and upload a test attachment

./createstagingwithattachment.ps1 -objectName Account -instanceName test -objectData "Name='testaccount2' Phone='8765434567'" -attachment "c:\test.txt"

Example 2: Create Contact record and upload a test attachment

./createstagingwithattachment.ps1 -objectName Contact -instanceName test -objectData "Lastname='testcontact' Phone='18765434567'" -attachment "c:\test.txt"

Upload files as Salesforce Files (ContentVersion/ContentDocument)

Uses SFDX plugins from Shane McLaughlin To understand installation and other options refer https://github.com/mshanemc/shane-sfdx-plugins

Pre-Requisites

• Install Shane's SFDX plugins

sfdx plugins:install shane-sfdx-plugins

Example usage

./createstagingwithattachment2.ps1 -objectName Contact -instanceName test -objectData "Lastname='testcontact' Phone='18765434567'" -attachment "c:\test.txt"

createrecordwithattachment.ps1

# Insert record with attachment

param (
    [string]$objectName,
    [string]$instanceName,
    [string]$objectData,
	[string]$attachment
)

# create record
$recordData = sfdx force:data:record:create -s $objectName -v $objectData -u $instanceName --json  | ConvertFrom-Json

if($recordData -eq $Null){
	throw 
}

$parentid = $recordData.result.id

$base64string = [Convert]::ToBase64String([IO.File]::ReadAllBytes($attachment))

$fileName = Split-Path $attachment -leaf

# upload attachment
sfdx force:data:record:create -s Attachment -v "Body='$base64string' ParentId='$parentid' Name='$fileName'" -u $instanceName

createrecordwithattachment2

# Insert record with attachment
# Uses Shane's SFDX extensions to upload files

param (
    [string]$objectName,
    [string]$instanceName,
    [string]$objectData,
	[string]$attachment
)

# create record
$recordData = sfdx force:data:record:create -s $objectName -v $objectData -u $instanceName --json  | ConvertFrom-Json

if($recordData -eq $Null){
	throw 
}

$parentid = $recordData.result.id

# upload attachment
sfdx shane:data:file:upload -f $attachment -p $parentid -u $instanceName