I'm afraid I don't know much about the file uploads, but to read a document from Salesforce you can use something like this - Document doc = [select id from Document where id = 'XXXXXXXXXXXXXXX' limit 1]; String docContent = doc.body.toString ();
Full Answer
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.
What is the use of files in Salesforce?
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. Files Home is the central location of your files in Salesforce.
How does Salesforce track All versions of a file?
Salesforce will track all versions of a file for you. When you upload a new version, it actually replaces the previous version as the active file, but all versions are still available if you need them. Not everyone with access to a file can upload a new version.
Where are files saved when uploaded in Salesforce classic?
Bookmark this question. Show activity on this post. Previously, on Salesforce Classic, when a file was uploaded, it was saved on the Attachment object table. This object had the Body field.
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How do I view files 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.More items...
How do I view files in Salesforce lightning?
How the component works?Navigate to the App Launcher in Salesforce Lightning.Search for the Document object and click on it.Select the document that you wish to view the details.Click on “view file” to see the file attached to it.User can delete the document from the detail page or from the list view directly.
How do files work 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 files are stored in Salesforce?
To connect “Files” and “Notes and Attachments”, go to the Salesforce Files General Settings, and turn on “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.” This ensures that even when users upload files via the old Notes and Attachments related list in ...
How do I enable files in Salesforce?
Required Editions and User Permissions 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. If files are shared with a Chatter group, all group members can access the files, even if they lack access to the external system.
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
How do I view file storage in Salesforce?
ProcedureSign in to Salesforce with an administrator account.In the upper right of the page, click Setup.In the navigation pane, go to Administrator > Data Management > Storage Usage. The Storage Usage pane displays the Data Storage and File Storage space in the Used column.
Where are files located in Salesforce?
In Salesforce Classic and Lightning Experience, you can search for files from the header search field. Use feed search to find files posted in a specific Chatter feed, such as on a profile, on a record, or in a group. Files home lists both the files you own and the ones that you have access to.
What is files 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.
How do I access 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.
What is Salesforce files Connect?
With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box. The Files Connect Setup Process. The setup process for Files Connect varies by external data source.
Where is Salesforce stored?
Most data in Salesforce is stored as records in the Salesforce database for your organization (technically, Salesforce uses a multi-tenant architecture that uses a combined structure to store data from different organizations, but that’s a not how you experience it as a user). But some information you might want to store and share exists in files, and it probably doesn’t make sense to convert that information into fields in records. Thankfully, there are a number of ways you can work with your files in Salesforce.
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 happens when you share a chatter file?
When you share a file with a public group, all Chatter users in your company become and the file is considered shared with your company.
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.
How many times can you share a file?
You, unfortunately, can’t share a file unlimited times. The maximum is 100 shares, regardless of whether you’re sharing it with a record, a person, or a group.
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.
How to check how people are using a set of files?
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.
What can users do with attachments in Salesforce?
Basically, attachments are pretty limited compared to Salesforce Files. What can users do with attachments? Attach them to records. That’s it. And attachments exist only in the context of the records that they’re attached to. They aren’t included in Files home or the Files related list. Users can’t share them in Chatter or with others. All users can do is view and download them.
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’ ...
What does Lightning Experience do when uploading files?
When you upload a file in Lightning Experience, whether it’s from the Files related list, the Notes & Attachments related list, or elsewhere, it’s uploaded as a Salesforce File. That means that the Notes & Attachments related list can contain a mix of attachments that originated in Salesforce Classic and Salesforce Files uploaded via Lightning.
What is a file related list?
The Files related list lets your users upload files they want to relate to records. The list contains only Salesforce Files.
How to keep documents in Classic?
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 upload notes to Lightning Experience?
When uploading a file to either related list in Lightning Experience, it’s uploaded as a Salesforce File. It’s fine to use the Notes & Attachments related list while you still need access to your old notes and attachments from Salesforce Classic, but eventually you want to only use the Files related list and Notes related list.
Can you create attachments in Lightning Experience?
But attachments will eventually be deprecated, so to help slow their proliferation, users can’t create new attachments in Lightning Experience.
How to acquire files in Salesforce?
If you need to acquire files that are attached to a specific object in Salesforce, you'd need to first perform a query against ContentDocumentLink and filter upon LinkedEntityId with the Id of the record-attached-to. The ContentDocumentLink field ContentDocumentId will then let you perform the above query against ContentVersion.
Where are attachments stored in Lightning Experience?
On Lightning Experience, however, attachments are stored as Content Documents, a completely different (and arguably more complicated) set of tables .
