Slaesforce FAQ

how to create asset files in salesforce

by Annalise Hill Published 2 years ago Updated 2 years ago
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Click Account from the Object Manager in Setup and then click Page Layouts. Click Account Layout. Click Related Lists. Drag Assets to the Related Lists section.

Full Answer

What are assets in Salesforce and how to associate them?

Assets can be linked to cases, work orders, maintenance plans, entitlements, and contract line items when you take consideration of the support side. You can associate assets with various Salesforce records in addition to products like… How to configure for Asset? Here all points are discussed step by step to implement it….

How do I import content asset files from Salesforce?

Import content asset files from the @salesforce / contentAssetUrl scoped module. Convert a Salesforce file into a content asset file to use the file in custom apps and Experience Builder templates. myContentAsset —A name that refers to the asset file.

How to upload files to asset library in Salesforce classic?

In Setup, enter files in the Quick Find box, and select General Settings. Enable Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. Identify the files in your Documents tab in Classic that you want to keep. Download them, and then upload them to your Asset Library in Files home.

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.

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How do I create an asset file in Salesforce?

Standard users who are members of the Asset Library can also create asset files.From Files home, go to Libraries | Asset Library.Click Upload Asset File. ... Once you've selected a file, a dialog window displays these fields: ... Click Save.

What is an asset file in Salesforce?

Asset files are packageable versions of Salesforce files that are used for branding and design purposes in your org or Experience Cloud site. Asset files can be used for headers and logo images. They can also be referenced by components.

How do I add an asset file?

Two ways:Select app/main folder, Right click and select New => Folder => Asset Folder. It will create 'assets' directory in main.Select main folder, Right click and select New => Directory Enter name as 'assets' = > Ok.

What are asset files?

An ASSETS file is a game resource archive used by Unity, a program used to develop 3D games. It contains game resource files such as meshes or textures for 3D models. ASSETS files may also store game databases.

How do I edit asset files?

Edit an AssetClick on the “Assets” icon (press “A”) on the left navigation panel. You can also use the shortcut key “A”(for both Windows OS and Mac OS users) to access the assets menu.Click on the asset that you wish to replace. ... On the Edit Asset page, click on the Replace button on the file preview image.

How do I view asset files?

To view asset files in Files home, select Libraries and then select Asset Library . To view and edit asset files in Setup, enter Asset Files in the Quick Find box, then select Asset Files. Click the name of a resource to view its details.

How do I make an asset folder?

Step 1: To create an asset folder in Android studio open your project in Android mode first as shown in the below image. Step 2: Go to the app > right-click > New > Folder > Asset Folder and create the asset folder. Step 3: Android Studio will open a dialog box. Keep all the settings default.

What is the difference between RES directory and assets directory?

Use assets like a filesystem to dump any kind of files. And use res to store what it is made for, layouts, images, values.

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...

How do I open a .ress file?

You can use Unity Assets Explorer and Unity Assets Bundle Extractor (version 2.1_b and later) to open RESS files. NOTE: RESS files commonly appear with the ". resS" extension.

How do I download an asset folder?

How to download assets in bulkGo to "Assets" in the top navigation menu.Select "All assets"Select the assets you want to download from the asset overview.Click the "Export" button that appears above the product table.Name the file.Choose which format to download as.More items...

How do I open a resource file?

Expand the Resource Files folder, then:To open in the text editor, double-click the . manifest file.To open in another editor, right-click the . manifest file and select Open With. Specify the editor to use and select Open.

What can be linked to Salesforce assets?

Assets can be linked to cases, work orders, maintenance plans, entitlements, and contract line items when you take consideration of the support side. You can associate assets with various Salesforce records in addition to products like…. Cases. Locations, like a customer site or warehouse. Maintenance plans.

What is asset management?

Asset Management allows service representatives to easily track what their customer recently purchased relevant to the company products and also have a look on the status of the purchased product whether it is installed or not. It helps service reps to provide immediate responses to the query of customers related to recently purchased products from the serving organizations.

Why is Lightning Experience different from Salesforce Classic?

The answer is because there is beauty in simplicity. In Lightning Experience, Salesforce Files unifies all your users’ ...

Can you move files between Salesforce libraries?

Users can move files between libraries and create subfolders within libraries. Currently, users switch to Salesforce Classic to create and manage libraries or create content packs. But that’s a short-term inconvenience because we’re working on adding these options to Lightning Experience in a not-too-future release.

What is content slot?

A content slot is a preconfigured place on the storefront where a merchant can showcase products, categories, content assets, static HTML, or product recommendations. A content asset can be a flash graphic, product carousel, product search result set, or marketing graphic.

Why do merchants use content slots?

Because merchants can schedule when to display assets, content slots are an easy way to show fresh information on a storefront without a lot of developer time. It’s cost-effective, fast, and easy. Maintaining content assets and slots is a lot easier when you document them and assign clear IDs.

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 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.

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.

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.

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