Click Upload New Version to update the file with a newer version. Click Edit Details to edit the name or description of the file. Click Delete to delete the file. Read the file description. Add a description by clicking Add Description, or click the edit icon () to edit the description.
Full Answer
How to enable folders in libraries in Salesforce?
Note To enable folders in a library, you need the “Manage Salesforce CRM Content” permission. Verify that you’re both a member of the library and have Library Administrator permission. You can also use SOAP API to enable folders in libraries. In libraries with more than 5,000 files, you can’t enable folders.
How do I view and edit asset files in Salesforce?
You can view asset files in the Asset Files library in Files home, and view and edit asset files in Setup. Salesforce admins and community managers have access to the Asset Library by default. Admins can edit and delete asset files they don’t own.
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?
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.
Can you edit files in Salesforce?
To edit a Salesforce document: Access the Salesforce record (for example Account record) and select the document you want to edit from the Download Documents pane. Click the Download icon next to the file you want to edit.
How do I view Libraries in Salesforce?
Once you have located a Salesforce CRM Content library in the My Libraries area of the Libraries tab home page or on a content details page, click the library name to display detailed information. For details about the publishing options at the top of the page, see Upload and Publish Content.
How do I edit a document in Salesforce?
Display and Edit Document PropertiesDisplaying Documents - Once you have located a document on the documents home or list pages, click the document name to display detailed information.Editing Document Properties - To update document properties, click Edit.Deleting Documents - To delete a document, click Delete.More items...
How do I delete a library file in Salesforce?
To archive or delete content files:On the Libraries, Content, or Subscriptions tab, click the name of the file you want to remove.On the Content Details page, click Edit | Archive Content or Edit | Delete Content.
What is library in Salesforce files?
Each org can have up to 2,000 libraries. A library permission is a group of privileges assigned to each Salesforce CRM Content library member. It determines the tasks that a member can perform in a particular library. The same user can have a different library permission in each library.
How do I view libraries in Salesforce lightning?
You can begin using Folders from within Lightning Experience by navigating to the Files Tab and selecting your desired Library from the menu options on the left hand side. From within the desired Library click the "New Folder" button. You will see a window where you can enter Folder Name.
What is Salesforce Content tag?
In Salesforce CRM Content, tags are descriptive labels that help classify and organize content. Contributors can assign tags to their files, Google docs, or web links, to enable all library members to browse for content by tag.
How do I delete a file using dataloader?
To delete Content or Files from your organization:Log into Data Loader.Select 'Export'Check Show all Salesforce objects" and select Content (ContentDocument) object. ... Select Id and any other desired fields and follow the prompts to complete your export. ... Review the resulting CSV file to verify the Content to be deleted.More items...
How do I delete files owned by me in Salesforce?
To delete the file and remove it from all locations where it's been shared, click Delete on a file's detail page. If the file was shared via link, anyone with the link no longer has access to the file after it's deleted.
How do I mass delete files from storage in Salesforce?
Mass Delete attachments using Data LoaderTake the original Data Export file called "Attachment. ... Remove all rows/attachments that you do not want to delete.Remove all columns except Id.Save the modified CSV as delete_attachment. ... Login to Data Loader.Select the Delete option.More items...
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 file posted to a public feed?
Files posted to public feeds that all users in your company can see are considered shared with your company. Like with the feeds themselves, all users in your company can view the file.
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 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.