In Setup, enter files in the Quick Find box, and select General Settings. 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.
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 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.
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 restrict the file formats supported by Salesforce?
Although all file formats that are supported by Salesforce are allowed, you can restrict the file formats using the accept attribute. The button label is "Upload Files" by default. Use the label attribute to add a descriptive label above the Upload Files button.
How do I import an Excel file into 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 upload files to lightning component?
Upload Multiple Files in Lightning ComponentCreate Apex class which will save record in record as attachement.Create Lightning Component to upload documents.Add above created component in page to test it.
How do I read data from Excel in Salesforce?
Connect to Salesforce from ExcelOpen MS Excel, go to Data -> Get Data -> From Other Sources and click on From ODBC.Choose the Salesforce Data source that you have configured in the previous section.Click on OK, you should now see authentication window as below. ... You should now see the list of tables as shown below.More items...
How do I create an apex file from Excel?
It takes 3 steps to add SpreadJS to an APEX application page and implement Excel file importing and exporting capabilities: Add Script and CSS SpreadJS files....Download now!Step 1: Add Script and CSS SpreadJS files. ... Step 2: Set up APEX page. ... Step 3: Initialize SpreadJS and the Excel IO module.
How do I upload a document 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 using LWC?
How to upload files in Lightning Web Component (LWC) Salesforcelabel: Label for the Upload Files button.name: Name of the component.accept: To restrict the File Types. ... record-id: To associate uploaded files to a particular record.onuploadfinished: This method will be called once the file is uploaded successfully.More items...•
How do I import contacts from Excel to Salesforce?
In Salesforce: From Setup, enter Data Import Wizard in the Quick Find box, then click Data Import Wizard. Click Launch Wizard! Under "What kind of data are you importing?" click on Accounts and Contacts. Under "What do you want to do?" select your desired action.
Can we read Excel file in Apex?
First Salesforce does not read the excel file into apex. To overcome for this either we can covert excel file to CSV and import csv file using below code. And We can import data using data loader But sometime there is requirement when end users do not want to use Apex Data loader.
What is power query in Excel?
As the name suggests, Power Query is the most powerful data automation tool found in Excel 2010 and later. Power Query allows a user to import data into Excel through external sources, such as Text files, CSV files, Web, or Excel workbooks, to list a few. The data can then be cleaned and prepared for our requirements.
How do I export Salesforce Lightning report to Excel?
From Reports, next to the report you want to export, click. | Export.Choose an Export View. ... If exporting as Details Only, select Excel Format . ... Click Export.If prompted by a browser dialog, select a location and save the file.
How do I export to Excel?
Choose File > Export > Save Project as File, and under Other File Types, double-click Microsoft Excel Workbook. (In Project 2010, choose File > Save As, and next to Save as type, choose Excel Workbook.) In the Save As dialog box, pick a location for the workbook.
How do I download data from Excel?
Excel can import data from external data sources including other files, databases, or web pages.Click the Data tab on the Ribbon..Click the Get Data button. ... Select From File.Select From Text/CSV. ... Select the file you want to import.Click Import. ... Verify the preview looks correct. ... Click Load.
Description
A Lightning Component that allows you to upload an Excel File to a record (e.g., Account, Opportunity, Custom Object), extracts certain cells (e.g., A1) from it, and sets them as field values in the record detail (e.g., Opportunity.Amount).
Highlights
Extract/parse values from a complex excel into a Salesforce record, while uploading the Excel sheet as an attachment to the record
Details
Use this component when you need to extract/parse values from an Excel File. It has been used mainly in approval processes, where users submit a complex Excel sheet as attachment to the to be approved record and certain header or otherwise important values should be taken over from that Excel Sheet.
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…
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…
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 …
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…