Go to Setup | Platform Tools Section | Feature Settings | Salesforce Files | General Settings Click Edit and then select Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. Resolution Notes:
Full Answer
How do I access my company's files in Salesforce?
Your company may have its own file system. If you want a file accessible both through Salesforce and through an external file system, you can connect it there. If you want to check out how people are using a set of files, you can run a file report to view and analyze the data.
Why can't I download Salesforce files referenced from external systems?
Salesforce Files doesn’t reflect revisions to the file in external systems, but the reference points to the latest file version in those systems. Note To download files referenced from an external system, users must enter credentials for the system in the Authentication Settings for External Systems section of personal setup.
What happens to files that originate in a Salesforce content library?
First, files that originate in a Salesforce CRM Content Library won’t be removed from the library itself. Second, if the file was shared using a content delivery, the content delivery will survive when you make the file private, though it will be inaccessible.
What can you do with Salesforce files?
Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce.
How do I activate files in Salesforce?
Required Editions and User Permissions From Setup, enter Files Connect in the Quick Find box, and then select Files Connect. Click Edit, and then select Enable Files Connect. For File Sharing, select one of the following: Copy — stores a copy of external files in Salesforce.
How do you add files to Salesforce?
Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can't drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
How do I access files in Salesforce?
To download, share, get a public link, view file details, upload a new version, edit file details, and delete files, click. . If Files Connect is enabled in your org, browse, search, and share files that are stored in an external data source right from Salesforce. To view the file detail page, click a file name.
How do I share files in Salesforce?
On Files home, click Upload files, select a file, then click Sharing Settingsand choose Anyone with Link. Copy the link and share it with people inside or outside your company. On the Home page, click Create New | File, click Choose File, select a file, and then select Share via link from the dropdown menu.
How do I add files to Salesforce lightning?
0:020:30How to Upload Files in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to my guide in this guide we will learn how to upload files in Salesforce lightning. ClickMoreWelcome to my guide in this guide we will learn how to upload files in Salesforce lightning. Click on files click on upload files select a file from your system and click open after completing file
Where do I put documents in Salesforce?
To add a document and upload its file, log in to Salesforce and follow these steps: Click the plus sign at the top to the right of your tabs and then select Documents. An Upload New Document page appears. Type a name for the file in the Document Name field.
How do I give access to a file object in Salesforce?
Under Salesforce Files, choose General Settings. Enable the preference Set file access to Set by Record for files attached to records. Viewers can view, download, and share files. Collaborators can view, download, share, edit the file, and upload new versions.
How do I view all files in Salesforce?
Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...
Where is the files section in Salesforce?
On the Files tab, organize and access your files. Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you.
How do I create a link to a document in Salesforce?
Create a folder on the Documents tab to which all users have access.Upload the document to that folder.From the Documents tab, choose the folder and click Go.Click View next to the document.Use everything after the domain portion of the URL to create your custom link.
How do I share a file link?
Done.Select the file you want to share.Tap Share or Share .Under “Get Link,” tap Link settings .Select Public link. Save.Tap Done.Copy and paste the link in an email or any place you want to share it.
How does file sharing work in Salesforce?
Once you upload the files to the Records, its sharing depends on the various parameters. For instance, Files sharing on the Records can be controlled through various ways in Salesforce – such as, you can set a File's access to private; or, enable Set File Sharing to Inherit Record Permission at the org level.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
What is a collaborator in a file?
Collaborator. A user can become a "collaborator" on a file when the owner shares the file with them and chooses to grant them collaborator status. A designated file collaborator has the following file permissions: view or preview. download.
What is file sharing?
File Sharing. File sharing is a way to collaborate on a file with other users in your company (and therefore change the relationships of other users to a file). There are even ways to share files externally.
What is a private shared file?
Privately Shared File. A privately shared file is a file that has been shared with specific people or groups. It may have been shared through Salesforce sharing, by creating a file link and sharing the link, posting the file to a feed on a record (as opposed to a public feed), or publishing it to a private library.
Can I share a file with someone?
Files can also be shared by generating an encrypted URL link to the file and sending it to whomever you like. The link is public, so you can share a file this way with individuals both within and outside of your company, including customers and partners.
Can you make a Salesforce file private?
If a file has been shared with a record, you can also make it private without un-attaching it from the record. If you do so, other users viewing the record won’t see the file even though it’s attached. In Salesforce Lightning, making a file private is a manual process.
Is file metadata private?
File metadata is not treated the same as the file itself, however. File metadata is not private even when the file is. File metadata, if you’re not familiar, is information about the file (e.g. its name and keywords), but not the file’s contents itself.
What is Salesforce Files?
Salesforce Files is the way to organize your documents in Salesforce.
Can you make files available publicly?
You can also make files available publicly via a link. The file engagement related list shows how many times the file has been viewed and downloaded. You can create libraries, attach files, and expose it to your Partner and Customer Community users also.
Can you upload files to Salesforce?
With Salesforce Files, your users can upload files in Salesforce, preview, share and collaborate on files, attach files to records, store files privately, manage version updates, and follow files that are important to you. You can also make files available publicly via a link.
