Records in Salesforce include details and links to other related records. Some related lists let you perform common tasks for the related object, like create records, or attach files. Required Editions Available in: Lightning Experience Available in: All editions
Table of Contents
What is the use of content version in Salesforce?
Usage of contentVersion: This object is used to query, create, search, retrieve, edit the version of the content uploaded in the Salesforce CRM or in the data files. Not all fields can be set in Salesforce files. For querying a file that is shared with a record only, then its ContentID must be specified.
What happens to a file after it is uploaded to Salesforce?
After a file is uploaded to Salesforce, it can’t be reused for multiple content deliveries. Users need to upload the file each time they want to create a content library. Deleting a content delivery deletes the source file in Salesforce, and increases file-storage space.
What is file storage in Salesforce CRM content?
In Salesforce CRM Content, file storage is consumed when content is published to shared libraries or saved to a private library.
Why does Salesforce require password protection for content delivery URLs?
Because users can send content-delivery URLs to leads, customers, or any unauthenticated user, Salesforce recommends requiring password protection if your users plan to send confidential documents via content delivery. The options allow you to select an organization-wide default for content-delivery password protection.
How the files are linked to a record in Salesforce?
Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. When the preference is enabled, the Notes & Attachments related list displays the Upload Files button.
What is related content in Salesforce?
The Content related list on a record detail page includes links to all of the content that has been associated with that record in Salesforce CRM Content. Click the file name to open the content details page.
Can we create a report on content document in Salesforce?
Build standard reports about files and content. Generate a report about Salesforce CRM Content. Flag that indicates whether a file has been archived. Archiving a file removes it from its library but doesn’t permanently delete the file from Salesforce CRM Content.
What is content document and content document link in Salesforce?
Represents the link between a Salesforce CRM Content document or Chatter file and where it’s shared. A file can be shared with other users, Chatter groups, records, and Salesforce CRM Content libraries.
How do I use content delivery in Salesforce?
Click Edit, and then select Content Deliveries feature can be enabled for users, Public Links can be enabled for users (Requires Content Deliveries), and Content Deliveries and Public Links can be enabled to let communities users share files managed by libraries (Requires Content Deliveries) .
What is the difference between ContentVersion and ContentDocument?
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.
How do I query content documents in Salesforce?
Execute the below queries in the Developer Console. SELECT Id, LinkedEntityId, ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId=<
How do I query related files 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…
Can we write trigger on ContentDocumentLink?
In Lightning Experience, both the ContentDocument and related ContentDocumentLink records are deleted, and by design Salesforce only fires the trigger on ContentDocument, not the trigger on ContentDocumentLink.
What is the LinkedEntityId in Salesforce?
LinkedEntityId is a weird mutant lookup to many tables, any table that supports File upload. Official name is “polymorphic lookup”. Maybe you worked with Tasks before, they have similar fields.
How do I upload a file to a content document in Salesforce?
Example:Step 1: Create a Content Version.Step 2: Fetch the Content Document Id from Content Version. … Step 3: Search with the content document id in Salesforce to display the created file. … Step 4: Assign the file to a record by using the content document link.