Slaesforce FAQ

how to save attachment as chatter file salesforce

by Miss Katlyn Mueller III Published 2 years ago Updated 1 year ago
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Find the Chatter Attachments section and check the box beside Save email attachments to your Chatter feed. 4. From an email, click the Add to Salesforce button and select Custom.

Full Answer

How do I export the chatter feed?

The Chatter Feed can be exported by selecting the ' FeedItem ' object in Data Loader. This object stores the data for all Chatter posts in an Organization. To export the ' FeedItem ' object.

How do I export contentpost data from Salesforce?

If you want an export that includes the "ContentPost" types, you can Export Backup Data from Salesforce . The name for the object differs between the Data Loader and the Data Export Service, and you will want to choose the "FeedPost" object, which was replaced by "FeedItem" in the API.

How to fetch attached files from knowledge article in Visualforce?

Unfortunately, there is no direct way to fetch attached files on the Knowledge Article in an Visualforce page. I tried this work around, but it takes extra steps and the user's didn't feel it was necessary. I did manage to find another work around where we used the RTF field and allow insert article image.

How to get the URL of a filefield in Salesforce?

You can use the method getFileFieldURL (entityId, fieldName). Note: Here the fieldName is the Body subfield of the FileField. i.e.

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How do I upload a file to Salesforce Chatter?

To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.

How do I save attachments in Salesforce?

Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. When the preference is enabled, the Notes & Attachments related list displays the Upload Files button.

What is Salesforce Chatter file?

Chatter Files:- Salesforce Files can be used to share and collaborate files, you can store files privately, manage version updates, and follow files that are important to you. Secure, social, and mobile file sharing puts the files you need, and new resources, right in your feed.

Can you save documents in Salesforce?

You can store documents and images on the Documents tab without attaching them to records. You can then use these items in your Salesforce org, such as when creating an email template. Searching returns a list of documents that match all your search terms.

How 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).

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 use Chatter in Salesforce?

4:4322:40Chatter Overview And Demo | Chatter In Salesforce | Simplilearn - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can get this as well from your home page so if you click on the Home tab you can see if yourMoreAnd you can get this as well from your home page so if you click on the Home tab you can see if your chatter feed is open you can see the chatter feed. There. About enabling chatter in Salesforce.

How do I set up Chatter in Salesforce?

To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings .To disable Chatter for your entire organization, deselect Enable in the Chatter Settings section.

How do I send a chatter in Salesforce?

Open a person's profile by clicking their name anywhere in Chatter, and then click Send a message. Click Send a message on a person's hover. When viewing the full message history of a conversation, use the text box under the most recent message to send a reply.

How do I share an attachment in Salesforce?

Enter the name of the person who you want to share the file with, and then select a file by clicking its name. Choose the file permission you want your audience to have. By default, they have collaborator permission, which lets them view, download, share, change permission, edit the file, and upload new versions.

How do I add an attachment in Salesforce?

To navigate to 'Attach File' in Salesforce ClassicGo to any task or events records (either via home tab or via open activities/activity history related list of any record).Click Edit.Scroll down to Attachments related lists, then click Attach File.

Where the documents are saved in Salesforce?

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.

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