The following are the differences between Files and attachments in Salesforce:
| Files | Attachments |
| Files need to upload, store, find, follo ... | Attach files to records from the Attachm ... |
| We can upload a file and store it privat ... | We can add a file to a specific record s ... |
| The maximum file size can be uploaded is ... | The maximum file size uploaded for file ... |
What are Salesforce files and how do they work?
Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to increase productivity and the reuse of valuable assets.” ( Salesforce Files Overview)
Can I convert email attachments to Salesforce files in Lightning?
In Lightning regardless of whether the feature is on or off, uploading a document in the Notes and Attachments related list will still result in the document being added as a Salesforce File. This feature will not convert email attachments in the Salesforce Classic UI.
How do I enable the 'files uploaded as Salesforce Files' feature?
Enabling the 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments' feature will add any newly uploaded documents from the Notes and Attachments related list in Classic as Salesforce Files. Go to Setup | Customize | Salesforce Files | Settings | General Settings
What are notes&attachments in Salesforce?
Notes & Attachments are something specific to each record. you can control wether attachments are allowed on an object or not by a check box on object settings.Access to each record controls access to its attachments. Each type comes with their own limits,refer to salesforce help for further details.
What is difference between attachments and files in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
What is the difference between files and notes and attachments in Salesforce?
Files are more versatile and provide better functionality than attachments. Most of the innovation and enhancements around content management are being applied to Files. Here are some of the benefits: Sharing capabilities: share a file with users, groups, or records without giving 'all attachments' access.
What are attachments in Salesforce?
An Attachment record in Salesforce is a record of the Attachment Object which is then associated with a parent record. Attachments appear in the Notes & Attachments Related List. Salesforce Files use ContentVersion records which are then associated with a parent record.
Where are files and attachments stored in Salesforce?
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way. In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
Is a file an object in Salesforce?
Files that you upload to the Notes & Attachments related list on records in Salesforce Classic are now called Salesforce Files objects. Salesforce uses three objects: content document, content version, and content document link to store files data.
Are notes and attachments going away in Salesforce?
The 'Notes & Attachments' related list will eventually be phased out in favor of the individual 'Files' and 'Notes' related lists.
How do files work in Salesforce?
In Lightning Experience, Salesforce Files unifies all your users' files, documents, content, and attachments into a single system for easier management and collaboration. It also integrates file access directly into the flow of your business, so users can get at the files they need from wherever they are in the app.
What are notes and attachments in Salesforce?
In Salesforce, Notes and attachments are used to enter some comments or add external documents along with the Salesforce records. Notes in Salesforce provide the functionality to enter some text which are not mentioned in other fields. Attachments on the other hand, are external documents attached to a record.
What object is notes and attachments in Salesforce?
Salesforce has two sorts of notes and attachments. There's the Classic type, represented by the Note and Attachment sObjects, and the Lightning type, represented by the Content suite of objects - ContentDocument , ContentVersion , ContentDocumentLink , and ContentNote .
How are documents stored in Salesforce?
Each document that is stored in the document library resides in a folder. The folder's attributes determine the accessibility of the folder and the documents within it. You can store documents and images on the Documents tab without attaching them to records.
Where are files located in Salesforce?
In Salesforce Classic and Lightning Experience, you can search for files from the header search field. Use feed search to find files posted in a specific Chatter feed, such as on a profile, on a record, or in a group. Files home lists both the files you own and the ones that you have access to.
Where are email attachments in Salesforce?
Go to the Salesforce Setup menu and under Customize click Activities | Task Page Layout.Click Edit under the Action next to the Page layout.Click Related Lists and on the right-hand side, you should see the Attachments field.Drag and drop it to the Related list section on the page and save it.
What is Salesforce file?
Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to increase productivity and the reuse of valuable assets.” ( Salesforce Files Overview)
Can you move notes and attachments in Salesforce?
If you’re wondering about existing files in the Notes and Attachments list, don’t worry; they will remain intact. You can’t move them, but if they’re Salesforce Files (not attachments) you can add them to the Files related list on the same record.
Does Salesforce automatically use files?
Salesforce has a setting that once it’s enabled, it automatically enforces the use of Files — even when dropping them into notes and attachments. For clients not quite ready to make the change to their page layouts and make the true crossover to Salesforce Lightning Experience (LEX), this would be a good first step in that direction. ...
Converting Attachments
So they make you convert Attachments to Files so you can see them in Lightning. OMG WHY! Why do you make us do this? Why haven't you just made this a thing out of the box. And there is an Appexchange Labs app, which I'm using, or a Community built App (By Doug Ayers who now works for Salesforce) as the two options to use.
Attachments on Tasks
So we are left with Tasks becuase Cirrus can only save emails as Tasks, not as Emails. And Tasks are archived after 12 months. That's OK, I have no issues with that as I hate tasks, BUT!.
Viewing Files and Attachments Generally
Oh yeah, there is this one too From Doug Ayers's Related Files Component
Reporting on Files
Oh yeah, so you can add Custom Fields to files - great you say. But then try to report on those custom fields - Nope. Not Possible. See https://success.salesforce.com/ideaView?id=08730000000ktOLAAY. To quote directly from that Idea
Outbound Email Attachments
Wait!? So Attachments attached to outbound email messages are still Attachments? Not Files?
