how to launch a sharefile folder from salesforce

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.

Full Answer

How do I share files with my company using Salesforce?

You can share the files with them using the Salesforce cloud. 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.

How do I use a ShareFile folder?

By using a secure ShareFile folder, you can exchange documents and store them safely for convenient access. No more searching your inbox for important files! Simply log in 24/7 to access your private folder. 1. Open your welcome email from ShareFile and click the link to activate your (free) account.

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 do I download a document from ShareFile?

Depending on your browser settings, you may be prompted to select where on your computer files should be saved. If a document has been added to your secure ShareFile folder, you can download it directly from the folder. 1. Go to the ShareFile Folder you need and select the file you want to download. 2.

How do I link to a file in Salesforce?

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. On the Home page, click Create New | File, click Choose File, select a file, and then select Share via link from the dropdown menu.

How do I make an attachment public in Salesforce?

Create and Share a File Link in Lightning ExperienceFrom Files home or a files related list on a record, right-click a file and choose Public Link.From Chatter, right-click the file thumbnail in the feed and choose Public Link.

How do I share a file with a URL?

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 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 does file sharing work in Salesforce?

Once you upload the files to the Records, its sharing depends on the various parameters. For instance, Files sharing on the Records can be controlled through various ways in Salesforce – such as, you can set a File's access to private; or, enable Set File Sharing to Inherit Record Permission at the org level.

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 link to a folder?

Right click on any file or folder in your Sync folder. Select Create a Link from the file menu. The link will be copied your clipboard. You can then paste it into an email (Gmail, Outlook, Office 365, Apple Mail etc.), into a message, onto a website, or wherever you want people to access it.

How do I create a link to a shared folder?

Share a link:In a shared drive, choose an option: ... At the top, click Share .(Optional) To specify what people can do with your file or folder when you share it, under your organization name, click Change: ... Click Copy link.Click Done.Paste the link in an email, on a website, or wherever you need to share it.

How do I find the file URL in Salesforce?

From the Documents tab, choose the folder and click Go. Click View next to the document. Copy the document's URL from the browser. For example, https:// MyDomainName .

How do I access documents in Salesforce lightning?

Documents. Documents aren't available in Lightning Experience. To use documents in Lightning Experience, export them in your weekly export or using Data Loader. Then upload them into Lightning Experience as Salesforce Files.

How do I access the documents tab in Salesforce lightning?

From the Tab Label, select Custom. This displays the Custom Label text field. In the Custom Label field, enter Documents. In the layout click the Documents tab.

How do I export contents from Salesforce?

After the permission is enabled, an export can be done with Data Loader.Click Export or Export All, log in when prompted.Select Show all Salesforce objects and select Content Document (ContentDocument).Choose a target for extraction and click Next.Click Select all Fields.Click Finish.

Create and Share a File Link in Lightning Experience

In Lightning Experience you can share a link to a single file or folders. For a single file,

Create and Share a Public Link for a Folder in Lightning Experience

You can create public links to share folders, giving recipients inside or outside your company access to sets of files. The public link is an encrypted URL. Folder Sharing in Lightning Experience provides an alternative to Content Packs in Classic. From the Library folder’s row-level actions click Public Link | Copy Link.

Create and Share a File Link in Salesforce Classic

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 inside or outside your company.

Enable Link Sharing

From Setup, enter Content Deliveries and Public Links in the Quick Find box, and select Content Deliveries and Public Links. Select Content Deliveries feature can be enabled for users and Public Links can be enabled for users (Requires Content Deliveries).

How to download a document from ShareFile?

How to download a copy of a document from my ShareFile folder. If a document has been added to your secure ShareFile folder , you can download it directly from the folder. 1. Go to the ShareFile Folder you need and select the file you want to download. 2.

How to upload a file to a shared folder?

1. Open the email and click the link. It may appear as a ShareFile URL or Download button. Note: Depending on the original sender’s message settings, you may be required to enter your name and email address before you can upload any files. 2. Choose to download and preview the file (or files).

How to download a file from email?

You’ll receive an email containing a link to the file – one click, and you’ll have the document. 1. Open the email and click the link.

What is Salesforce Files?

Salesforce Files is the way to organize your documents in Salesforce.

Can you make files available publicly?

You can also make files available publicly via a link. The file engagement related list shows how many times the file has been viewed and downloaded. You can create libraries, attach files, and expose it to your Partner and Customer Community users also.

Can you upload files to Salesforce?

With Salesforce Files, your users can upload files in Salesforce, preview, share and collaborate on files, attach files to records, store files privately, manage version updates, and follow files that are important to you. You can also make files available publicly via a link.

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.

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 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 happens if you share a link in chatter?

If you’ve shared a link to the file in Chatter, the link is deleted. There are three special cases to consider, however. First, files that originate in a Salesforce CRM Content Library won’t be removed from the library itself.

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.

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.

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.