How do I use Salesforce files?
Salesforce Files Use Connect REST API to work with Salesforce Files. Use Salesforce Files to upload, store, find, follow, share, and collaborate on files in the cloud. You can replace the alias me with the user ID of the context user.
How do I move documents from Salesforce classic to Salesforce lightning experience?
If your org uses Documents in Salesforce Classic, take some time to identify which ones you’ll need in Lightning Experience. Download them, then upload them to your Asset Library in Files Home. Ready to make the move to Salesforce Files as part of your Lightning Experience rollout but not sure where to begin?
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.
How does Salesforce track All versions of a file?
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. Not everyone with access to a file can upload a new version.
What is a file upload?
Upload a file, including references to external files, to the Files home or get information about files a user owns. These files don’t include files shared with a user, files a user follows, or general organization files. /connect/files/users/me/filter/groups. GET.
What is uploading a file?
Upload a file, including references to external files, to the Files home or get information about files a user owns. These files don’t include files shared with a user, files a user follows, or general organization files.
What API to use to connect Salesforce?
Use Connect REST API to work with Salesforce Files.
Can you post to another user's profile feed?
You can post to the user-profile feed. You can get another user’s user profile feed. Get information about a specified file, including references to external files. Upload a new version of an existing file, including references to external files . Rename a file , move a file to a different folder, and delete a file.
What is AppExchange conversion tool?
AppExchange Conversion Tool: Use this handy tool on AppExchange by Salesforce Labs to convert attachments to files. The app is free and easy to use.
What does Lightning Experience do when uploading files?
When you upload a file in Lightning Experience, whether it’s from the Files related list, the Notes & Attachments related list, or elsewhere, it’s uploaded as a Salesforce File. That means that the Notes & Attachments related list can contain a mix of attachments that originated in Salesforce Classic and Salesforce Files uploaded via Lightning.
What can users do with attachments in Salesforce?
Basically, attachments are pretty limited compared to Salesforce Files. What can users do with attachments? Attach them to records. That’s it. And attachments exist only in the context of the records that they’re attached to. They aren’t included in Files home or the Files related list. Users can’t share them in Chatter or with others. All users can do is view and download them.
What is a file related list?
The Files related list lets your users upload files they want to relate to records. The list contains only Salesforce Files.
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’ ...
How to keep documents in Classic?
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.
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.
Where is Salesforce stored?
Most data in Salesforce is stored as records in the Salesforce database for your organization (technically, Salesforce uses a multi-tenant architecture that uses a combined structure to store data from different organizations, but that’s a not how you experience it as a user). But some information you might want to store and share exists in files, and it probably doesn’t make sense to convert that information into fields in records. Thankfully, there are a number of ways you can work with your files in Salesforce.
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 happens when you share a chatter file?
When you share a file with a public group, all Chatter users in your company become and the file is considered shared with your company.
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.
How many times can you share a file?
You, unfortunately, can’t share a file unlimited times. The maximum is 100 shares, regardless of whether you’re sharing it with a record, a person, or a group.
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.
How to check how people are using a set of files?
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.
How to reduce number of deleted records in Salesforce?
Keep deleted record counts to a minimum. When possible, please empty your recycle bin and ask Salesforce Support to run Physical Deletes against your organization, to reduce the number of hard deleted records.
How big can a zip file be in Salesforce?
The 'Files' feature in Salesforce allows you to upload files up to 2 GB. If your .zip files are substantially larger than 512 MB, it's likely that a User has uploaded a large file and it's being included in it's own .zip file. To identify potential large files, navigate to Setup, enter Storage Usage in the Quick Find box, then select Storage Usage. Scroll to the very bottom of the page and click the Overall Top Files by Storage Utilization link.
Why is it important to reduce the size of the export file?
Reducing your export file size will definitely help in getting you to the smaller queues which would improve queue wait times.
What happens if you don't select all objects in Salesforce?
If you did not select all objects or select 'Include images, documents, and attachments' and 'Include Salesforce Files and Salesforce CRM Content document versions,' you may receive fewer files than with a complete data export.
When are export files removed?
The export files are removed as soon as a new Data Export is queued up, even if you are within the 48 hour window. See ' Full Data Export' files not available after completing upload for more details.
How often can you backup Salesforce?
You can generate backup files manually once every 7 days for weekly exports, or 29 days for monthly exports. Weekly exports are available in Enterprise, Performance, and Unlimited Editions. Monthly exports are available in All editions, except for Database.com.
Can you export files on different queues?
Depending on the size of your export files, you can only be on different queues. Exports files with lesser data will be on small queues, and larger data exports will be on the larger queues.