While authoring a post, click File above the feed, and then click Select a file from Salesforce. In the left column, click the external source, such as SharePoint. Next to the file you want to share, click Attach. In the body of your post, @mention the groups or people you want to share with. In Lightning Experience
Full Answer
Why does Salesforce lightning experience only let you add one kind of file?
As you make the move to Lightning Experience, your users might be asking why Lightning Experience lets you add only one kind of file while Salesforce Classic has several different kinds—Documents, Content, Attachments, and Files. The answer is because there is beauty in simplicity.
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 can I access data from external objects in Salesforce?
Instead of copying the data into your org, you can use external objects to access the data in real time via web service callouts. External objects are available with Salesforce Connect and Files Connect.
What are external data sources in Lightning?
External data sources have associated external objects, which your users and the Lightning Platform use to interact with the external data and content. By accessing record data on demand, external objects always reflect the current state of the external data.
How do I make a Salesforce file externally available?
While authoring a post, click File above the feed, and then click Select a file from Salesforce. In the left column, click the external source, such as SharePoint. Next to the file you want to share, click Attach.
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.
Where are files stored in Salesforce lightning?
Files Home is the central location of your files in Salesforce. See all files that you've stored privately, view files that are shared with you, and share files with others.
What file types can be uploaded to Salesforce?
Files RequirementsFiles formats supported include .docx, .pdf, .ppt, .pptx, .xls, and .xlsx.All image files are supported including .gif, .jpg, and .png.Files cannot be deleted from within Salesforce for Android and iOS.More items...
How do I create a public link for a file in Salesforce Apex?
Create and Share a File Link in Salesforce ClassicStep-1: On the Home page and Click File menu option and it shows two different menu select a file from Salesforce & upload a file from our computer.Step-2 : It will show a list of options and select the file which has to be shared.More items...•
How do you create a URL for a document?
In the "Home" interface, click the "Upload a file" button. Import the PDF you want to create a URL for. Go to "Documents" > "Your documents." Check the PDF file and click "Share." And this will generate a URL for PDF.
How do I enable files in Salesforce lightning?
In Lightning Experience Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can't drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
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 activate files in Salesforce?
Required Editions and User Permissions From Setup, enter Files Connect in the Quick Find box, and then select Files Connect. Click Edit, and then select Enable Files Connect. For File Sharing, select one of the following: Copy — stores a copy of external files in Salesforce.
How do I share files 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 many types of lightning files are there?
The org limit for the number of files simultaneously uploaded is a maximum of 25 files and a minimum of 1 file. The maximum file size you can upload is 2 GB.
Which file format is not supported by Salesforce?
TAR files are not supported in Salesforce.
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.