While authoring a post, click File above the feed, and then click Select a file from Salesforce. In the left column, click the external source, such as SharePoint. Next to the file you want to share, click Attach.
Full Answer
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.
How to integrate external data sources with Salesforce?
In Setup, you have all the tools you need to create your data model and integrate your external data sources, so you have all your data in a single location. 2. Meet Salesforce Connect. Using an oData protocol, Salesforce Connect allows you to integrate external data sources with point-and-click simplicity.
What is an external object in Salesforce connect?
Now you have your external data at your fingertips as an external object inside Salesforce. External objects act like custom objects, giving you the ability to query and relate them to other objects. Want to know more about Salesforce Connect?
How do I share files in the Salesforce feed?
All files shared in the feed are either copies or references, as determined by your admin. While authoring a post, click File above the feed, and then click Select a file from Salesforce. In the left column, click the external source, such as SharePoint. Next to the file you want to share, click Attach.
How do I move a file to Salesforce?
How Do I Move Files from the Documents Tab into Lightning Experience?Export documents in the weekly export, and then upload the documents into Salesforce Files.Use a third-party data export tool from the AppExchange.Use an API-based tool (Connect REST API supports uploading asset files).
How do I upload files to Salesforce?
Enable the preference to upload files as Salesforce Files in Salesforce Classic in Setup. 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.
How do I send an attachment from an external hard drive in Salesforce?
Following are the aspects you need to understand and focus while using HTTP Protocol from Client side is .Construct the http class .Convert the attachment into base 64 and MIME versions using salesforce utils class methods.Create the connection and send the file . Check the response which is optional .
How do I upload files to Salesforce app?
To Add new files, such as docs and PDFs, from your device:Open up the File on the device, choose the share feature and the "Copy to Salesforce" button. ... After sharing into Salesforce App, the newly created Salesforce File will now show up in the "Owned By Me" Files list.More items...
What types of files can you upload to Salesforce?
All file types are supported, including everything from Microsoft® PowerPoint presentations and Excel spreadsheets, to Adobe® PDFs and image files. You can upload and download audio and video files, but you can't parse or preview them.
Can I store documents in Salesforce?
You can store documents and images on the Documents tab without attaching them to records. You can then use these items in your Salesforce org, such as when creating an email template. Searching returns a list of documents that match all your search terms.
How do I upload a file to a content document in Salesforce?
Example:Step 1: Create a Content Version.Step 2: Fetch the Content Document Id from Content Version. ... Step 3: Search with the content document id in Salesforce to display the created file. ... Step 4: Assign the file to a record by using the content document link.
Where are 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).
How do I view attachments in Salesforce lightning?
Open the Account in Salesforce Classic and you will see the Attachment record which was created in Step 2. Switch over to Lightning Experience and navigate to the Account. The attachment does not appear under the 'Notes & Attachment' related list.