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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.”
SalesforceCreating a custom checkbox field into track attachment status is easy, but keeping it accurate is the real challenge. Native tools struggle with efficiently querying ContentDocumentLink relationships for bulk field updates.
Here’s how to create the field and use automated data analysis to keep it current with actual attachment status.
CoefficientMaintain accurate attachment status fields using
SalesforceWhile you create the checkbox field insetup, Coefficient provides the data analysis capabilities you need to determine which records should have this field checked. Process Builder and Flow can’t trigger on ContentDocument events, making this approach more reliable.
How to make it work
Step 1. Create your custom checkbox field in Salesforce.
Go to Object Manager, select your target object, and create a new checkbox field called “Has_Attachments__c” or similar. Set the default value to unchecked.
Step 2. Set up a SOQL query to identify records with attachments.
In Coefficient, create a custom SOQL query to determine attachment status:
Step 3. Export the results back to Salesforce.
Use Coefficient’s scheduled export feature to push updates back to Salesforce. Map the LinkedEntityId to the record ID and HasAttachments to your checkbox field. Set this to run daily or weekly.
Step 4. Create validation reports.
Build comparison reports that show your checkbox field values alongside actual attachment counts. This helps you monitor field accuracy and catch any discrepancies.
Automate what Process Builder can’t handle
Get startedThis approach bypasses the limitations of native Salesforce automation tools and provides a reliable method for maintaining attachment status fields.with automated attachment tracking that actually works.
