What will happen to my files in Salesforce Classic after lightning?
Your files in Documents will not disappear and will remain available in Salesforce Classic, but they will not be accessible in Lightning until they are converted to Files. Going the way of the Documents tab, the Notes and Attachments related list will also be a thing of the past as Salesforce transitions from Classic to Lightning.
What happens to a file after it is uploaded to Salesforce?
After a file is uploaded to Salesforce, it can’t be reused for multiple content deliveries. Users need to upload the file each time they want to create a content library. Deleting a content delivery deletes the source file in Salesforce, and increases file-storage space.
How to add attachments to Salesforce files in Lightning?
In Salesforce Files General Settings, we can turn on “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.” This ensures that even when users upload files via the old Notes and Attachments related list in Lightning, the attachments will be automatically uploaded as new Salesforce Files.
What happened to the original file repository in Salesforce classic?
The original file repository, where you can store logos, email templates, and other documents, will not be moving over to the new Lightning Experience. Its ease of use and convenience was great in Classic, but the new Files in Salesforce provides a much more robust set of features for your documents, as well as higher file size limits.
How big is Salesforce CRM?
While Salesforce CRM Content has provided a great way to manage and share files up to this point (10MB to 2GB file size limit depending on upload method), some of its features will not be moving over to Lightning.
What is the maximum file size for Salesforce?
The maximum file size for Documents is 5MB compared to up to 2GB or Files.
Can attachments be uploaded to Salesforce?
In Salesforce Files General Settings, we can turn on “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.” This ensures that even when users upload files via the old Notes and Attachments related list in Lightning, the attachments will be automatically uploaded as new Salesforce Files. It is important to note that when files are uploaded via the Notes and Attachments related list on a record in Classic, the maximum file size is 25MB.
Can you migrate documents in Salesforce?
You can migrate your Documents over to the new Files using the Magic Mover tool. Your files in Documents will not disappear and will remain available in Salesforce Classic, but they will not be accessible in Lightning until they are converted to Files.
Can you upload files in Salesforce?
There are several different ways that users can upload and manage files in Salesforce. I will go over the different options available to users and how they will be affected as Salesforce transitions from Classic to Lightning. (Hint: we are now able to accomplish anything we need using a single tool!)
Does Salesforce have file management?
So as you can see, Salesforce has been moving toward consolidating its file management into Files so users do not have to use multiple tools for file management. By utilizing Files, you should be able to upload, follow, and share content more easily and quickly than ever before.
Can you see Google Docs in Lightning?
In Lightning, you can still see Google Docs on records by adding the Google Docs & Attachments related list to the page layout. Unfortunately, if you want to add a new Google Doc, you will need to do so from Classic, and clicking on an existing Doc will automatically switch to Classic.
