Hi,
We want to surface/view (not store ) salesforce documents in Appian . We already have an Salesforce connected system , we uses SOQL integrations to expose the data points . I was just wondering can we use SOSL with the same connected system to return the documents (using RETURNING Document clause in SOSL). Not sure whether SOSL can return docs . Or we need integrations with salesforce REST api to get the documents in Appian . Our users just have to view the documents on demand. We don't want to save them as Appian docs. Can anyone worked on similar use cases . Your inputs will be appreciated.
Thanks in advance,
Mike
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Hi MikeMiracle ,
Yes, SOSL can return documents, but with important limitations. SOSL supports returning Document objects using the RETURNING Document clause. However, this approach has significant constraints like SOSL can return metadata about documents (like Document ID, Name, etc.) but cannot return the actual document content or binary data.
RETURNING Document
But I would prefer for actually viewing document content, you'll need to use Salesforce's REST API, which is the more appropriate solution for your use case. You can use this endpoint "Get actual file content" from Salesforce Documentation.
Since you already have a Salesforce connected system in Appian, you can:
Keep your existing SOQL integrations for metadata retrieval.
Add REST API Integration specifically for document content retrieval.