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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
SalesforceProcess Builder and Flow can’t trigger on ContentDocument events in, making it impossible to automatically update attachment count fields when files are added or removed. You need a different approach for reliable automation.
Here’s how to use scheduled exports as a superior alternative to Process Builder for maintaining accurate attachment count fields.
CoefficientAutomate attachment count updates using
Salesforceautomation tools hit a wall with ContentDocument events. Process Builder and Flow simply can’t detect when files are uploaded or deleted. Coefficient’s scheduled export functionality provides a reliable solution that keeps attachment count fields current without the limitations of native automation.
How to make it work
Step 1. Create your attachment count calculation query.
Build a custom SOQL query that calculates current attachment counts for your target object:
Step 2. Set up scheduled exports back to Salesforce.
Use Coefficient’s scheduled export feature to push the calculated counts back to your attachment count field. Configure this to run daily or weekly, depending on how frequently files are uploaded in your organization.
Step 3. Configure field mapping and preview changes.
Map the LinkedEntityId to the record ID and the count to your custom attachment count field. Use the preview feature to verify changes before executing the update, ensuring data accuracy.
Step 4. Monitor results and set up error handling.
Track export results with status columns and set up alerts for any failures. This ensures your attachment count fields stay accurate and you’re notified of any issues with the automation.
Get reliable automation that Process Builder can’t deliver
Start automatingScheduled exports provide dependable automation for attachment count fields without the ContentDocument trigger limitations that make Process Builder ineffective.your attachment count updates today.
