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Topics#Desktop IntegrationFrage von Zack Gibson
Zack Gibson (Marketwake) fragte in #Desktop Integration
12. Dez. 2018, 18:07

How to mass download/export content (PDF, PowerPoints, Zips, WordDocs, etc) along with Titles and Tags?

I am working in the combination of two Salesforce Orgs into one larger org. I need to transfer the Libraries, with content included, to the new org.

 

Salesforce only allows me to download 10 files (PDF, PowerPoints, Zips, WordDocs, etc) at a time, and I have thousands. 

 

This is not to be confused with Notes & Attachments. 
4 Antworten
  1. Zack Gibson (Marketwake)
    18. März 2019, 18:39
    Figured this out.

     

    I still had to manually extract all of the files from salesforce that i wished to transfer. This took too much time and still haven't found an answer for that, but when that was done, I followed the instructions from the article copied below. 

     

    (Potintial Salesforce Labs App that will extract content (I haven't used): https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003Iz0jEAC

     

    Followed the article from salesforce that states:

    1. Create a CSV file with the following fields.

      1. Title - file name.
      2. Description - (optional) file or link description.

        1. NOTE If there are commas in the description, use double quotes around the text.
      3. VersionData - complete file path on your local drive (for uploading documents only.

        1. NOTE Files are converted to base64 encoding on upload. This action adds approximately 30% to the file size. ( this will cause batch load errors on files over 5MB)
      4. PathOnClient - complete file path on your local drive (for uploading documents only).
      5. ContentUrl - URL (for uploading links only).
      6. OwnerId - (optional) file owner, defaults to the user uploading the file.
      7. FirstPublishLocationId - library ID.
      8. RecordTypeId - record type ID.

     

    For some strange reason, I could not pull correct file paths on my mac, and was able to do this using the simple and amazing "Copy Path" tool on my PC.

     

    So once all my files were in a folder on my desktop, I used the copy path and pasted that onto an excel sheet, which would appear something like this, "Desktop>ContentFolder>Title". I then engaged in data alteration to trim down the File Path to just a title. (I used the excel command that removes a certain number of characters from the beginning of the sentence, and since the file path was identical up until the title, I could easily remove the front section of the file path.

     

    The PathOnClient and the VersionData will be the same, meaning two cloumns with identical data. 

     

    The FirstPublishLocationID was given by logging into Salesforce Classic Version and navigating to the Library section. Going to the libraries from within Saleforce Lightning will not yield the same results, so it MUST BE DONE IN LIGHTNING.  

     

    I didn't use a RecordTypeID and it loaded in fine.

     

    This may not be the most effcient way, but when looking at the other answers in the community, they never fully explained this stressful process, so I hope this helps anyone!
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