1. Enable Allow site guest users to upload files in Salesforce Files General Settings. 2. Go to Community Preferences and update Maximum file size and file types.
...
Use Chatter Publisher to share files with Digital Experience Site Users
- On the Chatter tab, click Post.
- Click the paper clip icon.
- Click Upload Files.
- Select your file.
- Click Add.
- In 'To,' select All with access.
- Click Share.
How do I share files with external users in Salesforce?
External users like your customers may need access to some of your files. You can share the files with them using the Salesforce cloud. Your company may have its own file system. If you want a file accessible both through Salesforce and through an external file system, you can connect it there.
What is share by link in Salesforce?
Sharing by link is enabled by default for most Salesforce Org. Once a file has been shared, the owner still has the ability to make it private again. In Salesforce Classic, this is a simple action you can take. If you choose to make a file private, it will be removed from any posts it’s attached to and from everywhere it’s been shared.
How do I view a shared file in Salesforce?
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. Administrators with the "View All Data" or "Modify All Data" permission can also find and view the file.
What is file sharing and how does it work?
File sharing is a way to collaborate on a file with other users in your company (and therefore change the relationships of other users to a file). There are even ways to share files externally.
How do I share a file with a public group in Salesforce?
To share a file with one or more Chatter groups:Share the file from one of these locations: ... Enter the name of the group you want to share the file with, and select it by clicking its name. ... Select access levels for each group. ... Optionally, add a message to your post. ... Click Share and Close.
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 do I give access to a file 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.
How do I show a community file in Salesforce?
View Files in Salesforce Lightning Community PortalCreate a custom profile by cloning standard Customer Community Plus profile.Add permission “View Content in Portal” in newly created custom profile.Assign this profile to community users.
How do I share files with a group?
Sharing with the groupRight-click the file/folder.Click Share.In the field (where you'd normally type the name of the user you intend to share with), type the name of the group for collaboration (Figure A).Select the group permission from the Can Edit drop-down.Add a note (optional).Click Send.
How does file sharing work in Salesforce?
Once you upload the files to the Records, its sharing depends on the various parameters. For instance, Files sharing on the Records can be controlled through various ways in Salesforce – such as, you can set a File's access to private; or, enable Set File Sharing to Inherit Record Permission at the org level.
Who can see a file in Salesforce?
It's not available to all users in your company. Only the file owner, users with Modify All Data or View all Data permission, and specific file viewers can find and view this file. External users see files posted to records they have access to, unless the record post was marked Internal Only.
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.
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.
How do I share files in cloud experience?
To let guest users upload files in Experience Cloud sites, select Allow site guest users to upload files in Setup | Salesforce Files | General Settings. When your Experience Cloud site allows guest users, they can access a file shared with a record on any entity, such as an account or opportunity.
How do I add files to Salesforce library?
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 use files in Salesforce?
On the Files tab, organize and access your files.Using Salesforce Files. ... Files Home. ... Upload Files. ... Upload a New Version of a File. ... Search for Files. ... Attach Multiple Files to a Chatter Post. ... Filter Your Files List. ... Create Folders in Libraries in Lightning Experience.More items...
What is file sharing?
File Sharing. File sharing is a way to collaborate on a file with other users in your company (and therefore change the relationships of other users to a file). There are even ways to share files externally.
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 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.
What happens if you share a link in chatter?
If you’ve shared a link to the file in Chatter, the link is deleted. There are three special cases to consider, however. First, files that originate in a Salesforce CRM Content Library won’t be removed from the library itself.
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.
What is a file posted to a public feed?
Files posted to public feeds that all users in your company can see are considered shared with your company. Like with the feeds themselves, all users in your company can view the file.
Can I share a file with someone?
Files can also be shared by generating an encrypted URL link to the file and sending it to whomever you like. The link is public, so you can share a file this way with individuals both within and outside of your company, including customers and partners.
Sharing Rule Using an Account Role
Ursa Major’s partner users fall into two categories: distributors and resellers. Sometimes, the partner users belonging to different accounts need to see each other’s records. For example, partner managers in the Express Logistics and Transport account need read and write access to opportunities owned by all partner users in Edge Communications.
Criteria-Based Sharing Rule Using a Public Group
Let’s make things a bit more interesting (read: complicated and fun!). Ursa Major wants partner managers to be aware of any high-priority energy accounts. The company also wants the director of channel sales to be aware of these accounts.
