Slaesforce FAQ

how to upload files in salesforce lightning

by Maurice Nolan Published 2 years ago Updated 2 years ago
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To upload files using lightning-file-upload, you can:

  • Select a file on your system by clicking the button to open the system's file browser
  • Drag a file from your system into the file selector dropzone

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.

Full Answer

What is fileupload in Salesforce Lightning?

A lightning:fileUpload component provides an easy and integrated way for users to upload multiple files. The file uploader includes drag-and-drop functionality and filtering by file types. This component inherits styling from file selector in the Lightning Design System. To associate an uploaded file to a record, specify the recordId attribute.

How do I add a custom field in Lightning-file-upload?

Specify the file-field-name and file-field-value attributes in lightning-file-upload to store a value in the custom field in the ContentVersion object. For example, set file-field-name to Guest_Record_fileupload__c. Set file-field-value to a value that can be used in Apex to associate the file to the record.

How do I upload multiple files in Lightning?

A lightning:fileUpload component provides an easy and integrated way for users to upload multiple files. The file uploader includes drag-and-drop functionality and filtering by file types. This component inherits styling from file selector in the Lightning Design System.

What is the new release of Salesforce Lightning?

As per new release of spring 17, In Lightning, Salesforce is going to replace Notes and Attachment section with Files. So it's better you modify your application with Files. For more details go through spring 17 release notes.

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How do I upload a content file to Salesforce?

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 upload files to Salesforce app?

To Add new files, such as docs and PDFs, from your device:Open up the File on the device, choose the share feature and the "Copy to Salesforce" button. ... After sharing into Salesforce App, the newly created Salesforce File will now show up in the "Owned By Me" Files list.More items...

How do I upload a file to Salesforce using data loader?

Refer to the field's 'Description' details in the guide linked above.Open Data Loader and click Insert.Select the Show all Salesforce objects box.Select ContentDocumentLink.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.

How do I send a file in Salesforce?

0:020:30How to Upload Files in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on files click on upload files select a file from your system and click open after completingMoreClick on files click on upload files select a file from your system and click open after completing file upload click on done file has been uploaded.

How do I upload an Excel file to Salesforce?

Use the Data Import WizardStart the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ... Choose the data that you want to import. ... Map your data fields to Salesforce data fields. ... Review and start your import. ... Check import status.

How do I import an attachment?

0:103:54How to Import Attachments in Your Org via Data Loader - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst create a csv with the following columns with the required fields parent id populate thisMoreFirst create a csv with the following columns with the required fields parent id populate this column with the id of the record that you want to relate the attachment.

How do I load a zip file using data loader?

zip file that contains all of the files you want to upload.Make sure that the related objects exist in SalesForce and get their IDs. ... Build a CSV file with the required info. ... Create a new Import Task. ... Configure Connection and Object. ... Select both the . ... Proceed with the regular Import steps.

How do I upload an image to Salesforce lightning?

Obtain the Salesforce Record ID for the image file....Update the product record that you want to add the image to.On the CC Products tab in your org, select a product.Go to the Product Media related list, and click New.In Product Media Source, select URI.Complete the other image fields, and save your changes.

Introduction

Salesforce provides a component blueprint that makes it easy to implement. It is available for use for both authenticated users and guest users on a Salesforce Lightning Community.

lightning-file-upload

The lightning-file-upload component creates file records in Salesforce without developers needing to write Apex for authenticated users. It provides attributes to pass values such as a record id to associate a file to an object record, provided the user has permission to access the object.

How to pass a record id to the lightning-file-upload for guest users

To enable guest users to upload files to a record, the org admin can create a custom field on the ContentVersion object. The field type can be text or picklist. The API name of the custom field must end with fileupload__c. For example, you can use the API name Guest_Record_fileupload__c for the custom field.

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File Upload Limits

  • By default, you can upload up to 10 files simultaneously unless your Salesforce admin has changed that limit. The org limit for the number of files simultaneously uploaded is a maximum of 25 files and a minimum of 1 file. The maximum file size you can upload is 2 GB. In Experience B…
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Enable Guest Users to Upload Files

  • By default, guest users can’t upload files and don’t have access to objects and their associated records. To enable guest users to upload files, enable the org preference Allow site guest users to upload files. However, even if you enable this setting, guest users can’t upload files to a record unless guest user sharing rules are in place. The Secure guest user record access org preferenc…
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Usage Considerations

  • lightning-file-uploaddoesn't support uploading multiple files at once on Android devices. This component is not supported in Lightning Out or standalone apps, and displays as a disabled input. Additionally, if the Don't allow HTML uploads as attachments or document records security setting is enabled for your organization, the file uploader cannot be used to upload files with the …
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Custom Events

  • uploadfinished The event fired when files are uploaded successfully. The uploadfinishedevent returns the following parameter. event.detail.files returns a list of uploaded files with the attributes name and documentId. If a guest user performed the file upload, the documentIdis not returned. 1. name: The file name in the format filename.extension, for example, account.jpg. 2. d…
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