How to Relate a File to multiple records in Salesforce?
- ContentDocumentLink objCDL = new ContentDocumentLink ();
- objCDL.ContentDocumentId = ‘0695A000004dRpRQAU’;//Id of the file.
- objCDL.LinkedEntityId = ‘0035A00003MuvnuQAB’;//Id of the record for sharing.
- objCDL.ShareType = ‘V’;
Full Answer
How to merge contacts in a Salesforce account?
The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [ either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts ]. From here, the process is the same as when merging Account records.
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.
What are account contact relationships in Salesforce?
What are Account Contact Relationships? ‘Account Contact Relationships’ enable you to define the ‘role’ a contact has to their account, and any other account in your Salesforce org, if you wish to do so. Example roles that come out of the box are Business user, Executive Sponsor, Influencer, plus others.
How to merge two L&D Corporation accounts in Salesforce?
There are only two records for L&D Corporation however, it is possible to select up to three records to merge in this step. When the Salesforce Admin clicks next, they see the two Account records side by side in a vertical view.
How do you relate a file to a record in Salesforce?
Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. When the preference is enabled, the Notes & Attachments related list displays the Upload Files button.
How to upload multiple files in Salesforce?
Update from Salesforce In Lightning, you can upload multiple files to a Content Library by going to the Files Tab > Selecting the LIbraries filter > Select the Library you'd like to upload to. The Add Files actions will allow multi-file upload to the Library or folder within the Library which you select.
How do I add a file to a contact in Salesforce?
To navigate to 'Attach File' in Salesforce ClassicGo to any task or events records (either via home tab or via open activities/activity history related list of any record).Click Edit.Scroll down to Attachments related lists, then click Attach File.
How do I use lightning files to upload?
To upload files using lightning-file-upload , you can:Select a file on your system by clicking the button to open the system's file browser.Drag a file from your system into the file selector dropzone.
How many files are there in a lightning component?
Lightning component provides an easy and integrated way for users to upload multiple files. By using this technique, you can upload up to 10 files simultaneously.
What is the difference between files and attachments 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.
How do I organize files in Salesforce?
On the Files tab, organize and access your files. Browse, search, and share external files right from Salesforce. Store files without attaching them to records. Organize, share, search, and manage all types of files within your organization.
What is Salesforce files Connect?
With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box. The Files Connect Setup Process. The setup process for Files Connect varies by external data source.
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 happens if you share a link in chatter?
If you’ve shared a link to the file in Chatter, the link is deleted. There are three special cases to consider, however. First, files that originate in a Salesforce CRM Content Library won’t be removed from the library itself.
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.
Can you upload a new version of Salesforce?
When working with files in Salesforce, you can upload new versions. Salesforce will track all versions of a file for you. When you upload a new version, it actually replaces the previous version as the active file, but all versions are still available if you need them.
Why use account contact relationships in B2B marketing?
B2B marketers will benefit from using Account Contact Relationships when doing account mapping for strategies such as Account-based Marketing. Job titles, being ununiform in nature, can get lost in the noise. Roles, on the other hand, a great way to unify and categorise prospect and customer contacts.
Is related contact included in accounts and contacts?
‘Related contacts’ are not included in the standard ‘Accounts and Contacts’ report type, neither will you find one when searching for a report type. You will need to use a different report type for showing related contacts, which you have to create yourself.
Problem
From looking at Rob’s record in more detail, he can see that there is a Contact but no Cases, Activities or notes etc. and the record seems to have been created as a placeholder some time ago. Phil contacts Rob and the decision is made for Rob’s record to be deleted and for Phil to be the Account Owner for L&D Corporation.
Merging Accounts
To merge the duplicate Accounts, Phil needs to contact a member of the Salesforce Admin team as he doesn’t have the required permissions to merge Accounts (the “Delete” permission on Accounts is required to merge Account records).
Merging Contacts
To allow Phil to log his Activities, Notes, Tasks, Emails etc. against the correct Contact record, the records need to be merged. Phil knows he needs to contact a member of the Salesforce Admin team as, like with Account record merging, he doesn’t have the permissions to merge Contact records.
