Slaesforce FAQ

how to create link to file salesforce

by Nikki McKenzie Published 2 years ago Updated 2 years ago
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Create and Share a File Link in Salesforce Classic.

  • Start by sharing the file from one of these locations:
    • On Files home, click Upload files, select a file, then click Sharing Settings and choose Anyone with Link. Copy the link and share it with people ...
    • On the Home page, click Create New | File, click Choose File, select a file, and then select Share via link from the dropdown menu.
    • On a file detail page, click File Sharing Settings | Via link.
    • In the Sharing Settings dialog box, click Anyone with link from the Share with list.
    • Next to the file on the Files page, the Files Owned by list, or the Group Files list, click | Share via link.

Create and Share a File Link in Salesforce Classic
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.

Full Answer

How do I link to a document in Salesforce?

Linking to Documents Use custom links to reference documents from any Salesforce record detail page: Create a folder on the Documents tab to which all users have access. Upload the document to that folder.

What are custom links in Salesforce?

Custom links are hyperlinks that can include Salesforce fields as tokens within a URL or on Visualforce pages. For example, you could include an account name in a URL that searches Yahoo: The link label of a custom link cannot exceed 1,024 characters. The link URL you enter can be up to 3,000 bytes.

How do I upload a file from source to Salesforce?

Once after receiving a file from source, the file should be uploaded to a respective Salesforce object. Upsert the ContentDocumentId with respective record Id/object Id to Content Document Link object Open Studio and create a new project. In your project, drag and drop the HTTP listener.

What is Salesforce file?

Files/documents which are attached in record are stored as Salesforce File. Salesforce File is used to share and collaborate on uploaded files, store files privately, manage version updates, and follow files that are important for update. By default, public sharable link is not generated for any uploaded file.

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How do I create a link to a file?

Create a hyperlink to a file on your computerSelect the text or picture that you want to display as a hyperlink.Press Ctrl+K.Under Link to, do one of the following: To link to an existing file, click Existing File or Web Page under Link to, and then find the file in the Look in list or the Current Folder list.

How do I create a link to a file share?

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 do I create a link from a folder?

Adding a file or folder hyperlinkSelect a topic in Map View or Outline View, or, within the topic notes, select some text or an image.Click the Links toolbar button, or choose Insert > Hyperlink. ... Choose File / Folder in the Link To pop-up menu.Click Choose, select a file or folder, and then click Open.More items...

How do I copy a file path as a hyperlink?

Example 1 - Microsoft WordOpen both the Word document where the link will be inserted and folder where the file exists.In the folder, select the path in the Address bar and Copy it (Ctrl C)Open the Word document to where you want the link and Paste it (Ctrl V) Example: C:\Test Folder.

What is file Share URL?

Link sharing is the process of sending a secure digital file to another person via a simple URL link. People typically use link sharing to send files too large to send as email attachments securely. However, link sharing has many other great uses, as well.

How do I create a shortcut to a file path?

Right-click the program name or tile, and then select Open file location. Right-click the program name, and then click Send To > Desktop (Create shortcut). A shortcut for the program appears on your desktop.

How do I send a link to a document?

Creating a shareable link makes it simple to share a document in an email, document, or IM.Select Share.Select Copy Link.Paste the link wherever you want. Note: If you need to change any permissions for the link, select Link settings.

SOQL to find public link of record

To check public link is created or not for any record’s file, use below SOQL.

Reference

https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_contentdocumentlink.htm

What is SSL in Salesforce?

Instead, pass session IDs with a secure sockets layer (SSL) “https” URL. Any data that is passed to other applications hosted on the Internet should always use SSL since it may contain sensitive customer information. Use Relative Links to Salesforce Pages. When creating a custom link to a page within Salesforce, ...

When creating a report for use in a custom link, what do you do?

When creating a report for use in a custom link, set date ranges and report options generically so that report results include a variety of data that can be useful for multiple users.

Does Salesforce change field names?

Salesforce has no plans to change field names; however, that does not guarantee that field names will not change in the future. Therefore, custom links that include Salesforce fields may change how they are mapped.

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