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We have a use case where we want to read the content of attachment and find some pattern. If the pattern is there then we want to extract this data in to some table using action flow. Is there any action flow module which can read the content of pdf/word.

We want to use the Salesforce action flow module to download an attachment. Next action is to read this data find pattern and then put the data in to some table in celonis ems.

After a brief search, I couldn't find any pattern recognition modules within Action Flows.

 

This seems more a Python Script you could write and automate through a workbench. There are several Python packages which can import/export data into Python; Salesforce even has their own Python package which calls on their own API - https://pypi.org/project/simple-salesforce/.

 

Once you get to the data points you want, you would import the PyCelonis package, develop a Pandas dataframe and then use the "upsert" function within PyCelonis to send the table to EMS. There are examples on the PyCelonis Github page and examples you could import into the ML workbench itself.

 

Hope this helps!


Thanks Matt!

I have one more question related to Salesforce action flow module(https://docs.celonis.com/en/salesforce--action-flows-.html#UUID-f1117ca6-696d-5283-18dd-27ba32507feb_section-idm183298282062386) which I have used to download the attachment. once this Action flow module is run then where attachment gets download and how can I access that attachment


You can only access the attachment within the action flow, unless you choose to export it somewhere else. The solution I suggested you would likely be able to download the same attachment within Python instead of through the Action Flow


Thanks Matt I tried to do this. One more thing I discovered is that Salesforce Action Flow module for downloading attachment point to Attachment Objects which is valid for Salesforce Classic.

 

In Salesforce Classic the reference to Attachement are stored in Attachment Table. The current Action flow model is built to direct to this Object.

 

In Salesforce Lightning the reference to attachment are store in ContentDocument table. Which is not accessible through the current action flow module.

 

Is there a way to confirm this??

 


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