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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.”
Salesforce’sdeclarative tools like Process Builder and Flow can’t trigger on ContentDocument events, leaving you without native options for monitoring file uploads. But you don’t need Apex triggers to track upload activity.
Here’s how to set up automated file upload monitoring using polling-based detection with alerts and historical tracking.
CoefficientSet up file upload monitoring using
SalesforceSinceautomation tools can’t handle ContentDocument events, Coefficient provides a polling-based monitoring approach that’s much more accessible than custom code. You can detect new uploads and get alerts without any development work.
How to make it work
Step 1. Create your upload monitoring query.
Set up a custom SOQL query in Coefficient to capture recent file uploads:
Step 2. Schedule hourly imports with alerts.
Set the import to refresh every hour and enable Slack or Email alerts when new rows are added. This gives you near real-time notifications when files are uploaded to any monitored objects.
Step 3. Use Append New Data for historical tracking.
Enable the “Append New Data” feature in Google Sheets to maintain a historical record of all uploads. Each refresh adds new uploads without overwriting previous data, creating a complete audit trail.
Step 4. Set up dynamic filters for specific monitoring.
Use dynamic filters to monitor specific objects, date ranges, or file types. Point filters to cell values so you can adjust monitoring criteria without editing the import settings.
Get upload monitoring without custom development
Start monitoringThis approach provides near real-time monitoring of file upload events while remaining completely declarative and maintainable by administrators.your Salesforce file uploads today without writing a single line of code.
