Is there a way to Download all notes/attachments from a Salesforce Opportunity?

  • I have found it time comsuming to click into each note/attachement and click save to a certain folder. Is there a tool that would allow me to pull all attachments from an opportunity to a folder on my desktop?

    Datasert Realforce does this with ease, including determining appropriate file name extension based on content type, archiving files and creating folder structure for documents (disclaimer: I'm part of the product team)

  • One simple app is there on salesforce called "Mass file Download". This app Download Multiple Files on a single click. It supports Mass download of Attachments, Files, Static Resource and Documents as a zip throughout the organization on record level.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EcsAOUAZ

  • There is a tool which can download all Salesforce document/attachmets. But not sure if it can be narrowed down to single records.

    Tool name is "FileExporter". It allows to download Salesforce files into specific folder correctly by command-line.

    Also you can always download files in ZIP format from Setup > Data Management > Data Export a built-in functionality from Salesfroce.

    Alternatively, If you need some automation then you can create custom webservice and a small desktop application. But keep remember 6MB G-limit.

    You cannot achieve this by Visualforce or Apex code there is a heap-size G-limit.

  • Here's an idea out of left field. The app Drawloop is fantastic for dealing with attachments. You could create a button on your Opportunity record, use some Javascript to query the IDs of the attachments and use Drawloop's FTP option to save them to an FTP location. http://support.drawloop.com/lds/ddp-help/deliveries/attach/

    Yeah, it's a bit out there and it does cost, but the app is fantastic for mail merging and emails anyway.

  • Here iscommand line tool I wrote, which helps extract documents/attachments/contenversion selectively:

    http://www.sfdctimes.com/export_sfdc_files/

  • There is - the tool name is SFDC Developer ;)

    There is no standard way to do that, but I think it shouldn't be hard for you to develop some VF Page or simple JavaScript button to do this job.

  • Use Jitterbit Harmony,

    1) Create a new Target in: Targets->Files and name it AttachmentFile

    2) Browse for a folder and set a File name

    3) Create a new Query and query Attachements

    4) In the mapping edit the code for the Body Mapping to:

    <trans>
    $fn = root$transaction.response$body$queryResponse$result$records.Attachment$Name$;
    WriteFile("<TAG>Targets/Files/AttachmentFile</TAG>",Base64Decode(root$transaction.response$body$queryResponse$result$records.Attachment$Body$),$fn);
    FlushFile("<TAG>Targets/Files/AttachmentFile</TAG>");
    </trans>
    

    Run the query and the attachements will go to the folder.

  • You can download files in ZIP format from Setup > Data Management > Data Export

    That downloads all the data from the org. The question is about downloading attachments from a single opportunity.

  • file exporter is giving some error so I have written some apex code to move all required documents into some x record "attachment" and from there I have downloaded all by using dataloader.io

    public class uppicsExtract{
        public void upppicsExtract(){  
            // here I have some code to file "upimages" set and after below is the code 
            for(Document  d: [SELECT Body,Id,Name,Type,contentType  FROM Document where id=:upimages]){
                Attachment a=new Attachment();
                a.body=d.body;
                a.name=d.name;
                a.contentType =d.contentType;
                a.ParentId='a3Vn00000008vMk';
                attachList.add(a);
            }  
            insert attachList;
        }
    }
    

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Content dated before 7/24/2021 11:53 AM