With the Files related list, you can either upload a file or select one from files already in Salesforce (which includes files in libraries and connected files in external repositories, such as Box and Google Drive). Although the Notes & Attachments related list still allows uploads, it doesn’t support selecting files from Salesforce.
Table of Contents
What is content document in Salesforce?
Content Document represents the document that has been uploaded to the library in Salesforce Files. The maximum number of documents that can be published is 30,000,000. Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition customers can publish a maximum of 200,000 new versions per 24-hour period.
Why can’t portal users see the attachments?
The problem is, the portal users cannot see the attachments, unless the user be the attachment owner. – Attachment: That is directly related with the parent record, and nothing else. – File: That is a user file, witch is shared with the record at the moment it’s uploaded.
Why should you use Salesforce files in lightning experience?
The answer is simple just because Lightning Experience made a single system for easier management by unifying user’s files under one system. In Lightning Experience, it’s very easy to upload Salesforce Files. Let’s take an example for easy understanding of Salesforce Files objects.
Can the portal users see the attachments of Documento__C Records?
I have a partner community too, where the community users shoud see these Documento__c records, and all the attachments. The problem is, the portal users cannot see the attachments, unless the user be the attachment owner. – Attachment: That is directly related with the parent record, and nothing else.
How do I see all related objects in Salesforce?
Find related objects in Schema Builder: 2. Once you have located your object, clear its name from the ‘Quick Find…’ so you can see the entire list of all objects and then click the ‘Select All’ link to expose all Salesforce objects in the builder.
How do I view attachments in Salesforce?
Open the Account in Salesforce Classic and you will see the Attachment record which was created in Step 2. Switch over to Lightning Experience and navigate to the Account. The attachment does not appear under the ‘Notes & Attachment’ related list.
What is the files related list in Salesforce?
With the Files related list, users can add files to a record and see a list of files associated with the record. In Lightning Experience, you can customize the fields and layout of the Files detail page.
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you’re ready to share it. We can share the files with groups, users, etc.
Where are attachments stored in Salesforce?
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way. In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
How do I add a related list in page layout?
Add Related Lists to Page LayoutsFrom Setup, open Object Manager, and use Quick Find to select the object to change.Click Page Layouts and Related Lists. Add these related lists to the page layouts. Object. Related List. Account. … Click Save.
How do you add related objects in Salesforce?
Create a Lookup RelationshipFrom Setup, go to Object Manager | Favorite.On the sidebar, click Fields & Relationships.Click New.Choose Lookup Relationship and click Next.For Related To, choose Contact. … Click Next.For Field Name, enter Contact, then click Next.Click Next, Next, and Save.
Where is related list in Salesforce?
Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.
How do I add a related list in Salesforce?
From Setup, at the top of the page, select Object Manager and select the object you want to add the Files related list to (such as Opportunity). Click Page Layouts. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists.
What is the difference between files and notes and attachments in Salesforce?
Files are more versatile and provide better functionality than attachments. Most of the innovation and enhancements around content management are being applied to Files. Here are some of the benefits: Sharing capabilities: share a file with users, groups, or records without giving ‘all attachments’ access.
How do I organize files in Salesforce?
On the Files tab, organize and access your files. Browse, search, and share external files right from Salesforce. Store files without attaching them to records. Organize, share, search, and manage all types of files within your organization.
Can you report on attachments in Salesforce?
Currently, it is not possible to report on attachments within Salesforce directly so it has been a challenge in the past to access information about attachments that exists within the Salesforce org. As an organization, you may want to track what types of attachments are being utilized and on which records.
Content Document Link
As the name suggests, Content Document Link is the link between Salesforce File and where it is shared.
Content Version
Content Version gives specific versions of the document. The number of versions that can be maximally published are 2,00,000 in a 24 hours period. From my example, it is required for a Content Distribution object as there is one mandatory field ContentVersionId.
Content Document
Content Document represents the document that has been uploaded to the library in Salesforce Files. The maximum number of documents that can be published is 30,000,000. Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition customers can publish a maximum of 200,000 new versions per 24-hour period.
ContentDocumentHistory
As the name implies, it represents the history of a document. A user can query all versions of a document from their personal library and any version that is part of or shared with a library where they are a member, regardless of library permissions.
ContentFolder
Content Folder is a folder in a content library for adding files. All users with a content feature license can modify folders in their personal library.
ContentWorkspace
ContentWorkspace represents a content library. This object does not apply to personal libraries. The Access Libraries user permission allows orgs to make libraries available to users without requiring that they have the legacy Salesforce CRM Content license.
ContentWorkspaceDoc
ContentWorkspaceDoc is a link between a Document and a public library in Salesforce CRM content. Customer and Partner Portal users must have the “View Content in Portal” permission in order to query and obtain the content in libraries where they have access.
