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Get salesforce file in approvals

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Posted on by Stephen_Garvey

I have an approval process that is triggered by a salesforce record being updated in power automate. I would like to pass the related file of the salesforce record into the approval for the user to review it.

can anyone help with advising on how to do this ?

thanks in advance

stephen

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lbendlin 8,661 Super User 2026 Season 1 on at

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If it's not in one of these actions

then you won't be able to get it. Is the related file stored in an object you have access to?

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Stephen_Garvey 10 on at

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Hi Yes i have access to all the data in salesforce as i am the admin for the org.

So i have account object and Account record Called xxx and the file is uploaded to this account. When the account status is updated i want a MS approval to fire and have the file from the account included for review.

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lbendlin 8,661 Super User 2026 Season 1 on at

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My point is that "the file" is likely not an attribute of the Account object, but rather its own object that you need to identify and access accordingly. Much like attachments in a sharepoint list aren't actually in that list.

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Stephen_Garvey 10 on at

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Yes you are correct in your point the file has an object of its own. I'm asking if anyone has ever done this before because when i get records on the object itself i cant seem to pass the file into the Power Automate flow and looking for help on this. There is not very much info online on this topic.

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