Can I trigger Salesforce Flows when a file is uploaded?

SOLVD BLOG

Can I trigger Salesforce Flows when a file is uploaded

With Salesforce’s Winter 2026 release, a long-awaited feature has finally arrived: the ability to trigger Salesforce Flows directly from file uploads. This enhancement opens up a wide range of automation possibilities that were previously unavailable or required complex workarounds.

What’s New?

Salesforce Flows can now be triggered upon the creation of a ContentDocument record—the object representing a file in Salesforce. This upgrade means automation can run the moment a file is attached to any record, such as Accounts, Opportunities, or custom objects.

Simple Use Case Example:

Suppose you want to keep track of the most recent file uploaded to an Account. With this new feature, you can:

Trigger a Flow on ContentDocument Creation: Set up your flow to trigger when a file is uploaded.
Use ContentDocumentLink: Retrieve the link object that connects the file to its parent record (e.g., an Account).
Check the Related Record Type: For instance, determine if the linked record is an Account by checking if the ID starts with 001 (the Salesforce Account prefix).
Update the Parent Record: Stamp a custom field like Latest File Upload on the Account with the current date and time whenever a new file is uploaded.

This straightforward approach can be applied to many scenarios without writing a single line of code.

Broader Use Cases

The possibilities aren’t limited to updating Account fields. For example:

Send Email Alerts: Notify the Account Owner when an important document is uploaded.
Chatter Notifications: Alert team members when a file is added to an Opportunity or Case.
Sales Process Advancement: Trigger actions such as task creation or status updates when critical sales documents are attached.

These use cases were once difficult or impossible to achieve natively but are now easy to implement, thanks to this no-code update.

Ready to Automate File Uploads?

This enhancement dramatically reduces the friction around file-triggered automation in Salesforce. Whether you’re tracking uploads, notifying colleagues, or integrating files into a workflow, your automation toolkit just got a significant upgrade.

If you have ideas or want help envisioning what’s possible for your Salesforce environment, SOLVD.cloud is here to assist.

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