Use a SOQL query to retrieve files stored in Salesforce when launching a Composer button. To leverage a SOQL query that retrieves files stored in Salesforce, create a Conga Query record with the syntax below. SELECT ContentDocument.id FROM ContentDocumentLink WHERE LinkedEntityId = ' {pv0}'
Full Answer
How do I use documents in Salesforce?
After you create documents in Salesforce, you can use them in various ways in the course of your selling. You can search for documents from the Documents home page or browse through your document folders. You can leverage an image that was uploaded from the Documents tab, in Email Templates.
Can we query Salesforce data from the front-end web app?
We'd like to be able to query some of our Salesforce data from our front-end web app in order to get some information back for the current application user.
Does Salesforce have too many kinds of documents?
Currently, SF has too many different kind of "documents" like files, notes, attachments etc. from my point of view. Show activity on this post. Salesforce has two sorts of notes and attachments.
How to get contact data from Salesforce to web app?
You need to use Salesforce APIs (SOAP or REST) whichever you prefer. I would suggest to use SOAP in which you need to consume salesforce WSDL file in your webapp and then you can make calls to salesforce and fetch Contacts data from there. Hope this helps !!
How do I query a file 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...
How do I query an object in Salesforce?
Use SOQL when you know which objects the data resides in, and you want to:Retrieve data from a single object or from multiple objects that are related to one another.Count the number of records that meet specified criteria.Sort results as part of the query.Retrieve data from number, date, or checkbox fields.
How do I access document objects in Salesforce?
Clicking on the Documents tab displays the documents home page. Note If the Documents tab is not visible, you can customize your display to show it. Under Find a Document, enter keywords to search for a document. In the Document Folders section, select a folder to view all the documents contained in that folder.
How do I view files in Salesforce?
If Files Connect is enabled in your org, browse, search, and share files that are stored in an external data source right from Salesforce. To view the file detail page, click a file name. To see a file owner's profile, click the owner's name.
How do I query notes in Salesforce?
You can query them simply: List
How do I run a SQL query in Salesforce?
Execute SOQL queries or SOSL searches in the Query Editor panel of the Developer Console.Enter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute.More items...
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 my documents folder in Salesforce?
To access report and dashboard folders, click the Reports or Dashboards tab. To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries.
Where is the documents tab in Salesforce lightning?
The Documents tab isn't available in Lightning Experience, but your document files aren't going away. In fact, some features continue to rely on files in your Documents tab, like email templates. Don't delete these documents.
How do I preview files in Salesforce?
Preview a File Clicking a file from Files Home or in a related list opens the File Previewer, which lets you view the file without downloading it. Use the arrow keys in the previewer to see each page, zoom in or out, or change the preview width and screen size.
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.
What is 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.
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