Slaesforce FAQ

how to update contentversion salesforce

by Mr. Frederick Rippin III Published 2 years ago Updated 2 years ago
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trigger UpdateContentVersionCheckBox on CustomObject__c (after insert, after update) { List<ContentVersion> cv = new List<ContentVersion>();

Full Answer

How to check your Salesforce version?

Using Windows Command Prompt or Mac OS’ terminal and run nslookup

  • Press and hold ‘Windows’ key on keyboard and press ‘R’ letter key
  • Windows Run Dialog will open. Type ‘cmd’ and hit ‘Enter’
  • Type ‘nslookup’ followed by ‘yourdomain.my.salesforce.com’ and hit ‘Enter’
  • You will see your instance name below in the line which starts with ‘Name:xy1’ where ‘xy1’ will be your instance.

What are different Salesforce editions?

  • Contact Manager Edition.
  • Group Edition.
  • Professional Edition.
  • Enterprise Edition.
  • Performance Edition.

How do I upload a document to Salesforce?

  • Double check your setup using the “Mapped fields” and “Unmapped fields” count.
  • Click “Start Import”
  • Your . csv file will now successfully import to Salesforce.

What is the function of Salesforce?

What are the different roles in Salesforce?

  • Salesforce Administrator:
  • Salesforce Business Analyst:
  • Salesforce Developer:
  • Salesforce Functional Consultant:
  • Salesforce Platform Manager:
  • Salesforce Solution Architect:
  • Salesforce Technical Architect:
  • Salesforce Project Manager:

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Can we update content version record?

As per the documentation, You can only update a version if it is the latest version and if it is published.

What is Contentversion in Salesforce?

Represents a specific version of a document in Salesforce CRM Content or Salesforce Files. This object is available in versions 17.0 and later for Salesforce CRM Content documents. This object is available in versions 20.0 and later for Salesforce Files.

How do I create a custom field in Contentversion in Salesforce?

To create, modify, and delete Salesforce CRM Content custom fields for categorizing and defining your content, go to the object management settings for content. If you're using Lightning Experience, go to the Object Manager, select Content Version, then scroll to the fields area.

How do I update Linkedentity?

You can't update the LinkedEntityId field of ContentDocumentLink object because the field is not writeable. But you can delete the previous ContentDocumentLink and insert a new ContentDocumentLink with updated ContentDocumentId & LinkedEntityID.

What is the difference between ContentVersion and ContentDocument?

ContentVersion, ContentDocument & ContentDocumentLink ContentVersion represents the current version of the document whereas ContentDocumentLink represents the link between the document and the record to which it is being attached.

How do I delete a ContentVersion record in Salesforce?

HttpResponse response = htttpCient. execute(delete);

Can we create custom field in content version?

We can also add custom fields, record types and page layouts to the ContentVersion object which is great for allowing us to define our own metadata for a file that we upload. However these fields appear to only be available for a file through the Content Library.

How do I customize files in Salesforce?

From Setup, enter Object Manager in the Quick Find box, and click Object Manager.In the Object Manager, click Content Version, then click Page Layouts.Create a new page layout or open the existing page layout that you use for the Edit File Details page.

Special Access Rules

All users with a content feature license can create versions in their personal library. Customer and Partner Portal users must also supply the NetworkId of the Experience Cloud site in the request.

Usage

Use this object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Salesforce file. Use the ContentDocument object to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a Salesforce file.

Applying Tags to ContentVersion Records

Tags can be applied to ContentVersion records using either Enterprise or Partner API.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

How to apply tags to a contentversion record?

To apply tags to a ContentVersion record, set a value in the TagCsv field. For example, setting this field to one,two,three creates and associates three tags to that version.

When is Salesforce version read only?

It isn't set when a version is published in Salesforce CRM Content or uploaded in Chatter. After the version is published, it is a read-only field.

How to delete tags in ContentVersion?

To delete all tags from a ContentVersion you perform a standard API update by setting the field to null.

What does SOQL return?

SOQL queries on the ContentVersion object return all versions of the document. SOSL searches on the ContentVersion object return only the most recent version of the document.

What is the default content type for a personal library?

Documents published into a personal library assume the default (General) content type.

How many new versions of Contact Manager can you publish?

Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition customers can publish a maximum of 36,000 new versions per 24–hour period. Developer Edition and trial users can publish a maximum of 2,500 new versions per 24–hour period.

When uploading a document from your local drive using the Data Loader, do you specify the path?

When you upload a document from your local drive using the Data Loader, you must specify the actual path in both VersionData and PathOnClient. VersionData identifies the location and extracts the format and PathOnClient identifies the type of document being uploaded.

Where to find ContentVersion?

ContentVersion can be found easily from setup then under the object manager list. For getting it’s IDs we can query:

What is the difference between ContentDocument and ContentVersion?

ContentDocument represents the document which is uploaded in Salesforce Files or in the Salesforce CRM libraries whereas ContentVersion contains the specific version of that document.

What is Salesforce standard?

Salesforce provides a world of standard objects and relationships among them. All the standard objects have their layouts, functionalities and many settings which make them unique. In the Salesforce Platform we can see a bundle of standard objects in a single app and other several objects which play their role in some of the libraries or in other fields.

What is content document link?

From this, we get to know that contentDocument Link contains a link which is used to share the files with the users, groups and other parties.

Can you add new versions of archived documents?

New versions of archived documents cannot be added. Operations like delete, edit, update cannot be done on content packs via API. Whenever a document is deleted, all of its versions and ratings are deleted. Categories: Salesforce.

How to apply tags to a contentversion record?

To apply tags to a ContentVersion record, set a value in the TagCsv field. For example, setting this field to one,two,three creates and associates three tags to that version.

How to delete tags in ContentVersion?

To delete all tags from a ContentVersion you perform a standard API update by setting the field to null.

What does SOQL return?

SOQL queries on the ContentVersion object return all versions of the document. SOSL searches on the ContentVersion object return only the most recent version of the document.

How big can a file be uploaded via API?

The maximum file size you can upload via the SOAP API is 50 MB. When a document is uploaded or downloaded via the API, it is converted to base64 and stored in VersionData. This conversion increases the document size by approximately 37%. Account for the base64 conversion increase so that the file you plan to upload is less than 50 MB after conversion.

What version of Apex is download handler?

In API version 39.0 and later, custom Apex download handlers can be created that can control access to documents. See the Apex Developer Guide for more information.

Can you edit documents in Salesforce CRM?

Customer and Partner Portal users can only publish , version, or edit documents if they have a Salesforce CRM Content feature license.

When uploading a document from your local drive using the Data Loader, do you specify the path?

When you upload a document from your local drive using the Data Loader, you must specify the actual path in both VersionData and PathOnClient. VersionData identifies the location and extracts the format and PathOnClient identifies the type of document being uploaded.

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