Content Version:
- Content Location: It represent the origin of the document and the valid values are: “S”: S-Document is located within the Salesforce. “E”: E-Document is located outside the Salesforce. ...
- Path on client: It represents the complete path of the document. ...
- Version Data: It contains the file content.
- Title: It represents the name of the file.
What is content version object in Salesforce?
Content Version Object is a child of Document Object in Salesforce that represents a specific version of a document in Salesforce CRM Content or Salesforce Files. This means that this object stores document information similar to an attachment.
What is CONTENTVERSION and contentdocumentid in Salesforce?
ContentDocumentId & VersionId: When you load a document to ContentVersion, Salesforce will create a record in ContentDocument. However, if you upload a new version of the document, a new record will be created for ContentVersion, but not for ContentDocument. ContentDocumentLink: This object will share the files with Users, Records, Groups, etc.
What is Salesforce content management system?
Salesforce, being a robust customer relationship management CRM software, offers an in-built content management system called Salesforce Content Management System that is intended to deliver a quality customer experience across multiple channels.
How to get the archived version of a document in Salesforce?
This object can be used to update, retrieve, query the version of the document but not on the content pack that is present in the Salesforce library or files. To get the archived document, use queryAll () call.
What is content version and content document in Salesforce?
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 a content document in Salesforce?
Content Document Represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. This object is available in API versions 17.0 and later for Salesforce CRM Content. This object is available in API version 21.0 and later for Salesforce Files.
Can we update content version in Salesforce?
Notes on Content Versions You cannot edit a file within Salesforce CRM Content. To edit a file, download it from Salesforce CRM Content to your computer, make your changes, then upload the updated version using the Upload New Version button. The Versions subtab on the content details page lists all content versions.
Can we delete content version in Salesforce?
Note: Deleting a ContentDocument will automatically delete all related ContentVersion records. 4. Select Id and any other desired fields and follow the prompts to complete your export. 5.
How do I query all content versions in Salesforce?
Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...
What is blob in Salesforce?
Blob. The Blob is a collection of Binary data which is stored as object. This will be used when we want to store the attachment in salesforce into a variable. This data type converts the attachments into a single object.
How do I update content version?
Publishing a New VersionClick Edit | Upload New Version. ... Click Browse to find and select the updated file.As needed, update the Title and Description fields.Fill out the Reason for change field. ... To publish the content on behalf of another author, choose that author from the dropdown list.Tag your content.More items...
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 FirstPublishLocationId?
FirstPublishLocationId, this field refers to where the first-time document publishes, it may be an object, user, or a Library (which is ContentWorkspace). ContentDocumentId & VersionId, when you load a document to ContentVersion, Salesforce will automatically create a record in ContentDocument.
Can we delete ContentVersion?
Through Api you can not delete Content Version . You can check the screen shot where delete properties is false .
How do I mass delete content versions in Salesforce?
To delete Content or Files from your organization:Log into Data Loader.Select 'Export'Check Show all Salesforce objects” and select Content (ContentDocument) object. ... Select Id and any other desired fields& and follow the prompts to complete your export. ... Review the resulting CSV file to verify the Content to be deleted.More items...•
How do I delete content files in Salesforce?
To delete a document, click Del next to the document on the documents list page. Alternatively, click Delete on the documents detail page. When you delete a document, Salesforce stores it in the Recycle Bin.
Introduction to Salesforce
Salesforce is one of the most widely used Cloud-based CRM (Customer Relationship Management) software that helps companies manage their Sales and Customer data. In addition, it has tools to adapt integrated functions such as User Interfaces and Data Structures according to the business requirements.
Simplify Customer and Product Analytics using Hevo Activate
Hevo Activate helps you directly transfer data from Snowflake, Amazon Redshift, etc., and various other sources to CRMs such as Salesforce, HubSpot, various SaaS applications, and a lot more, in a completely hassle-free & automated manner.
Understanding Salesforce Content Management System
There’s no denying that Salesforce pioneers in every domain of the Customer Experience. Salesforce, a robust CRM software for Customer Relationship Management, offers an integrated Content Management System called Salesforce Content Management System, which is designed to provide a high-quality customer experience across multiple channels.
Conclusion
In this article, you learned about Salesforce and the salient features that it offers. You also learned about Salesforce Content Management System and how Document Object in Salesforce is responsible for storing the data associated with files.
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.
What is Salesforce CRM content?
With Salesforce CRM Content, you can effortlessly organize, share, search, and manage content within your organization. Salesforce CRM Content includes all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, Web pages, and google docs.
What is 058 in Salesforce?
It represents a public library in Salesforce Content. This object label as Library in a user interface with the critical prefix 058. This object is generally available in versions 17.0 and higher. This object does not apply to personal libraries. You cannot use API to create entries in this object.
Is Salesforce a CRM?
There is no denying the fact that Salesforce has its fingers in every pie of the customer experience. Salesforce, being a robust customer relationship management CRM software, offers an in-built content management system called Salesforce Content Management System that is intended to deliver a quality customer experience across multiple channels.
Table of Contents
Prerequisites
- Basic understanding of Salesforce Objects.
- Basic understanding of Salesforce Object Query Language.
Introduction to Salesforce
- Salesforce is one of the most widely used Cloud-based CRM (Customer Relationship Management) software that helps companies manage their Sales and Customer data. In addition, it has tools to adapt integrated functions such as User Interfaces and Data Structures according to the business requirements. As the Salesforce CRM Platform is completely Cloud-based, it off…
Understanding Salesforce Content Management System
- There’s no denying that Salesforce pioneers in every domain of the Customer Experience. Salesforce, a robust CRM software for Customer Relationship Management, offers an integrated Content Management System called Salesforce Content Management System, which is designed to provide a high-quality customer experience across multiple channels. The goal...
Conclusion
- In this article, you learned about Salesforce and the salient features that it offers. You also learned about Salesforce Content Management System and how Document Object in Salesforce is responsible for storing the data associated with files. However, to carry out an in-depth analysis of your Campaigns, Customer, and Other Marketing Initiatives, you would often need to extract dat…