Go to Setup Go to Salesforce Files (quick find: type “Salesforce Files”) Click General setting Click Edit Check “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments”
- Export documents in the weekly export, and then upload the documents into Salesforce Files.
- Use a third-party data export tool from the AppExchange.
- Use an API-based tool (Connect REST API supports uploading asset files).
How do I enable attachments in Salesforce classic?
Enable Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. 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. Convert your org’s existing attachments to Salesforce Files.
How do I convert an existing document to Salesforce files?
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. Convert your org’s existing attachments to Salesforce Files.
How do I move documents from Salesforce classic to Salesforce lightning experience?
If your org uses Documents in Salesforce Classic, take some time to identify which ones you’ll need in Lightning Experience. Download them, then upload them to your Asset Library in Files Home. Ready to make the move to Salesforce Files as part of your Lightning Experience rollout but not sure where to begin?
How do I export data from AppExchange to Salesforce?
Export documents in the weekly export, and then upload the documents into Salesforce Files. Use a third-party data export tool from the AppExchange. Use an API-based tool (Connect REST API supports uploading asset files).
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 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...
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 enable files in Salesforce lightning?
In Lightning Experience Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can't drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
What is the difference between attachments and files 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 add a file tab in Salesforce?
homepage-view all tabs(end of the right hand side) there u will find the "File tab" then click on "Customize my tab" that appear on "Right hand side" choose the "File tab" from selected list & move it to available list.
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.
Can I See the Files in the Documents Tab in Salesforce Classic in Lightning Experience?
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. Take this opportunity to add your working files and images as Salesforce Files so they’re usable in Lightning Experience.
How Do I Work with My Documents in Lightning Experience?
Lightning Experience uses Salesforce Files to manage and collaborate on files. Salesforce Files unifies various content types to streamline and improve your experience: they can be stored privately, shared to libraries and groups, and updated with version history.
How Do I Move Files from the Documents Tab into Lightning Experience?
While there isn’t a one-click solution, you do have some options once you identify the files in the Documents tab that you want to use in Lightning Experience and your communities.
What is Salesforce file?
Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to increase productivity and the reuse of valuable assets.” ( Salesforce Files Overview)
Can you move notes and attachments in Salesforce?
If you’re wondering about existing files in the Notes and Attachments list, don’t worry; they will remain intact. You can’t move them, but if they’re Salesforce Files (not attachments) you can add them to the Files related list on the same record.
Does Salesforce automatically use files?
Salesforce has a setting that once it’s enabled, it automatically enforces the use of Files — even when dropping them into notes and attachments. For clients not quite ready to make the change to their page layouts and make the true crossover to Salesforce Lightning Experience (LEX), this would be a good first step in that direction. ...
Notes to myself during development
The conversion process starts in Doc2File_PrepareFoldersBatchable.cls . From there, just follow the code ;)
Documentation and Discussion
Read the wiki page for further documentation on Convert Documents to Files app.
Pre-Requisites
Enable Create Audit Fields so Document create/update/owner fields can be preserved on the new files.
Support
Documents to Files Converter is an open source project. It's an independent project with its ongoing development happening in the evenings and weekends. Maintaining and developing new features takes a considerable amount of time.
Installing the Source Code (Developers)
You may install the unmanaged code from GitHub and make any desired adjustments. You are responsible for ensuring unit tests meet your org's validation rules and other requirements. You can conveniently deploy the source to a new scratch org using Andy Fawcett 's deploy tool:
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’ ...
Can you move files between Salesforce libraries?
Users can move files between libraries and create subfolders within libraries. Currently, users switch to Salesforce Classic to create and manage libraries or create content packs. But that’s a short-term inconvenience because we’re working on adding these options to Lightning Experience in a not-too-future release.
Converting Attachments
So they make you convert Attachments to Files so you can see them in Lightning. OMG WHY! Why do you make us do this? Why haven't you just made this a thing out of the box. And there is an Appexchange Labs app, which I'm using, or a Community built App (By Doug Ayers who now works for Salesforce) as the two options to use.
Attachments on Tasks
So we are left with Tasks becuase Cirrus can only save emails as Tasks, not as Emails. And Tasks are archived after 12 months. That's OK, I have no issues with that as I hate tasks, BUT!.
Viewing Files and Attachments Generally
Oh yeah, there is this one too From Doug Ayers's Related Files Component
Reporting on Files
Oh yeah, so you can add Custom Fields to files - great you say. But then try to report on those custom fields - Nope. Not Possible. See https://success.salesforce.com/ideaView?id=08730000000ktOLAAY. To quote directly from that Idea
Outbound Email Attachments
Wait!? So Attachments attached to outbound email messages are still Attachments? Not Files?
