What is a document object in Salesforce?
Document Object in Salesforce represents the files that are uploaded by the users. In contrast to Attachment Records, Document Object in Salesforce is not attached to a Parent Object. These are the documents uploaded to a library in Salesforce CRM Content or Salesforce Files.
What is content document link in Salesforce?
Content Document Link represents the link between a Salesforce File or Document Object in Salesforce and where it’s shared. A File can be shared with other Users, Groups, Records, and Salesforce CRM Content libraries. This object stores the Parent id of the Files in the LinkedEntityId Field.
What is content version object in Salesforce?
Content Version Object is a child of Document Object in Salesforce that represents a specific version of a document in Salesforce CRM Content or Salesforce Files. This means that this object stores document information similar to an attachment.
How do I access my files in Salesforce?
On the Files tab, organize and access your files. Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce.
How do I give access to a document in Salesforce?
On the file preview page or from the file actions list, select Share. Expand Who Can Access. Change file permissions for people and groups using the menu, or click the X next to a person or record to stop sharing the file.
What is content document object in Salesforce?
The ContentDocument object represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. ContentDocument object is to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a file in Chatter.
How do I query content documents in Salesforce?
Execute the below queries in the Developer Console. SELECT Id, LinkedEntityId, ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId=<
How do I add a contents document in Salesforce?
Prepare a CSV and perform an Insert to the ContentVersion object.Open and Configure Data Loader to use a 'Batch Size' of 1.Select Insert and select Show all Salesforce objects.Select ContentVersion.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.
What is the difference between ContentVersion and ContentDocument?
ContentDocument represents the document which is uploaded in Salesforce Files or in the Salesforce CRM libraries whereas ContentVersion contains the specific version of that document.
What is ContentDocument and ContentDocumentLink in Salesforce?
Represents the link between a Salesforce CRM Content document or Chatter file and where it's shared. A file can be shared with other users, Chatter groups, records, and Salesforce CRM Content libraries.
How do I enable query all permissions in Salesforce?
Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...
What is ParentId in ContentDocument?
The docs say regarding ParentId on ContentDocument : ID of the library that owns the document. Created automatically when inserting a ContentVersion via the API for the first time. This field is available in API version 24.0 and later when Salesforce CRM Content is enabled.
What is FirstPublishLocationId?
FirstPublishLocationId, this field refers to where the first-time document publishes, it may be an object, user, or a Library (which is ContentWorkspace). ContentDocumentId & VersionId, when you load a document to ContentVersion, Salesforce will automatically create a record in ContentDocument.
What is the LinkedEntityId in Salesforce?
Show activity on this post. LinkedEntityId is a weird mutant lookup to many tables, any table that supports File upload. Official name is "polymorphic lookup".
What is contentDocument?
The contentDocument property returns the Document object generated by a frame or iframe element. This property can be used in the host window to access the Document object that belongs to a frame or iframe element.
How are documents stored in Salesforce?
Each document that is stored in the document library resides in a folder. The folder's attributes determine the accessibility of the folder and the documents within it. You can store documents and images on the Documents tab without attaching them to records.
Special Access Rules
Salesforce Files in their personal library and in libraries they're a member of, regardless of library permissions (API version 17.0 and later).
Usage
Use this object to retrieve, query, update, and delete the latest version of a document in a library or a Salesforce file. Use the ContentVersion object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Salesforce file.
Associated Objects
This object has the following associated objects. Unless noted, associated objects are available in the same API version as this object.
Introduction to Salesforce
Salesforce is one of the most widely used Cloud-based CRM (Customer Relationship Management) software that helps companies manage their Sales and Customer data. In addition, it has tools to adapt integrated functions such as User Interfaces and Data Structures according to the business requirements.
Simplify Customer and Product Analytics using Hevo Activate
Hevo Activate helps you directly transfer data from Snowflake, Amazon Redshift, etc., and various other sources to CRMs such as Salesforce, HubSpot, various SaaS applications, and a lot more, in a completely hassle-free & automated manner.
Understanding Salesforce Content Management System
There’s no denying that Salesforce pioneers in every domain of the Customer Experience. Salesforce, a robust CRM software for Customer Relationship Management, offers an integrated Content Management System called Salesforce Content Management System, which is designed to provide a high-quality customer experience across multiple channels.
Conclusion
In this article, you learned about Salesforce and the salient features that it offers. You also learned about Salesforce Content Management System and how Document Object in Salesforce is responsible for storing the data associated with files.
How to control access to data?
The simplest way to control data access is to set permissions on a particular type of object. (An object is a collection of records, like leads or contacts.) You can control whether a group of users can create, view, edit, or delete any records of that object. You can set object permissions with profiles or permission sets.
What is permission set?
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
What is a profile in a user?
A profile is a collection of settings and permissions. Profile settings determine which data the user can see, and permissions determine what the user can do with that data. The settings in a user’s profile determine whether the user can see a particular app, tab, field, or record type.
What is permission set for interviewers?
It makes sense to define a permission set for interviewers, since permissions can be easily assigned and revok ed as needed.
Can a hiring manager access recruiting records?
Hiring Managers. Ben, a hiring manager, should be able to access the recruiting records related to his open positions, but shouldn't have access to other recruiting records (unless they're owned by other hiring managers who report to him).
Table of Contents
See more on hevodata.com
Prerequisites
- Basic understanding of Salesforce Objects.
- Basic understanding of Salesforce Object Query Language.
Introduction to Salesforce
- Salesforce is one of the most widely used Cloud-based CRM (Customer Relationship Management) software that helps companies manage their Sales and Customer data. In addition, it has tools to adapt integrated functions such as User Interfaces and Data Structures according to the business requirements. As the Salesforce CRM Platform is completely Cloud-based, it off…
Understanding Salesforce Content Management System
- There’s no denying that Salesforce pioneers in every domain of the Customer Experience. Salesforce, a robust CRM software for Customer Relationship Management, offers an integrated Content Management System called Salesforce Content Management System, which is designed to provide a high-quality customer experience across multiple channels. The goal of the Salesfor…
Conclusion
- In this article, you learned about Salesforce and the salient features that it offers. You also learned about Salesforce Content Management System and how Document Object in Salesforce is responsible for storing the data associated with files. However, to carry out an in-depth analysis of your Campaigns, Customer, and Other Marketing Initiatives, you would often need to extract dat…