Is there a way to customize the details visible about files from the libraries tab of the standard Files app?
Specifically, I want the Owner to be visible for all files. From the other Files tabs, the owner is visible for files, but in Libraries it is not. I can't find a way to change this in the ContentVersion object or in the other Content____ objects. Additionally, I can't find a way to edit the code of the any of these (presumably because this is a Feature Setting).
Hi All,
We use Office365 internally to collaborate on documents. It would be ideal to also keep Salesforce related documents on Office365 and only reference the documents in Salesforce. Additional advantage probably would be that file storage on Salesforce is not impacted.
What are our best options? Files connect? Can't seem to get a lot of info on this integration. Other third-party options?
Thanks for your input!
Kind Regards,
Luc
Luc, just wanted to provide an update. We did launch a Salesforce Sharepoint integration called Share Connect. It focuses specifically on your use case of keeping Salesforce related documents in Office365 and only referencing the documents from inside of Salesforce. It can be installed and configured in under 10 minutes. You can learn more here if you are interested. Wish you the best.
Use Case: A File is attached to a record as either a .pdf or .docx (in my use case it is related to a Knowledge Article).
When a User previews the document they cannot use "Ctrl+F" to search the text of that file. Is there a specific file format or other steps to take where a User CAN search the text of a File related to a record?
Note: The goal here is NOT to be able to search FOR the file (via Global Search), but actually search within the text when a document is related to a Knowledge Article and previewed. The document is too large for the Rich Text within the Knowledge record.
(I did see this post - but it's from 2016 so I'm hoping there have been some updates. https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000CemgqSAB)
Thank you!
Hey @Torrey Landry, if you are open to using an AppExchange app, you can achieve this using CloudFiles. Please see the screenshots below
1. A connected sharepoint folder on the record to directly upload files in sharepoint
2. Preview the file and search right inside salesforce. This is a non-editable version of the file which is directly fetched from sharepoint. This works for all the renderable file formats like docx, pptx, xlsx, pdf
Hello,
I'm looking to implement a "Make Public" checkbox on files attached to records by setting the "Customer Access" and "Set by Record" options on the file sharing dialog using an Apex trigger. My goal is to allow our internal staff to expose or hide internally posted files to customers through their case records with a single update to attached file's ContentVersion record.
Is it possible to change these settings through Apex? I tried manual updates to the SharingPrivacy field on ContentVersion records (changing from "P" to "N"), but this did not change the selected file's sharing.
Any advice that you can provide would be appreciated.
Thanks and Regards,
Ron
Hi everyone,
I am currently working on some project for a client, and I need to create a file (.txt) that contains some text.
I was currently doing something like this to create the file to an object:
// Generate the file
ContentVersion file = new ContentVersion();
file.Title = fileDisplayName; // Display name of the files
file.VersionData = Blob.valueOf(content); // converting you
file.PathOnClient = fileName; // Name of the file
insert file;
// Link the file to the object
ContentDocumentLink link = new ContentDocumentLink();
link.ContentDocumentId = [SELECT ContentDocumentId FROM ContentVersion WHERE Id = :file.Id].ContentDocumentId; // Get the ID of the associated ContentDocument
link.LinkedEntityId = id;
link.ShareType = 'V'; // V specify this document is visible to all users, use I for internal users only
insert link;
But during my tests I found something strange:
- the file is created and attached to the object in the File category (like expected)
- I can download it
- I can see a miniature of the content of my file (so Salesforce is able to read its content)
But I am not able to visualize it Salesforce (see screen bellow)
Do you have an idea of why I can't preview .txt files in salesforce even if Salesforce is able to read it ?
Thanks to all of you, we finally found the solution, it was due to a secret setting on the Salesforce side that was not turned on (on our client production organisation + development edition).
We asked the support and they changed it (this setting is not documented anywhere, you have to ask the support to fix it for you)
oes anyone know how to relate the Files (ContentVersion, ContentDocument, ContentDistribution) to the case object?
Use case: I am trying to run a query in workbench on how many public links are enabled for what cases. ContentDistribution gives me the URL and has a field called.
RelatedRecordId
Description
ID of the record, such as an Account, Campaign, or Case, that the shared document is related to.
However, when I run the query RelatedRecordId comes up blank, yet when I open the document in SFDC I see that it is related to a case
Thank you for your responses @Neil Hayek and @Jimmy Johnson. I stepped away from this flow for a few days, but I think I know what the issue is now. The attachments/files I'm querying came in on an email. Although, they appear on the Case record, I believe they're related to the email message record only. When I do the query against the email message record, I do get the files I'm expecting. Thanks again!
We are trying to make Files more user friendly.
Thanks!
Thanks Neil for your help. I will look into using the APIs further.
The AppExchange link looks exactly like what we are after - however is for experience cloud sites rather than internal Sales cloud. Are you aware of whether this or another app does similar thing that can be used outside of experience cloud sites?
Thanks
When you navigate to Setup -> Data-> Storage Usage, there's a breakdown of current file storage usage (see line items below).
I have 2 questions:
Attachment | SOAP API Developer Guide | Salesforce Developers is the Attachment API
ContentVersion (for Files) is ContentVersion | SOAP API Developer Guide | Salesforce Developers
Not everything listed may have an API, and to find out would probably involve individuals across teams. I answered for the Files team but "Report Results" for example is likely owned by the team which owns reports.
Do you have an overall goal you're trying to achieve? I may be able to make another suggestion.
