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Hi all,

I’ve set up a CMS Workspace in Salesforce and I’m trying to build a custom component to search for documents.

I’m able to search documents by title, but is it possible to search for text inside a PDF document as well? I know some external tools provide this capability out of the box.

I’ve tried using the Salesforce APIs (e.g. the content-search-api), but they don’t seem to search the actual content of the documents as expected.

Has anyone had a similar requirement and found an OOTB Salesforce solution for searching inside PDF content?

1 resposta
  1. Ontem 05:12

    Hi Andrea — you've hit a real boundary. Short version: Salesforce CMS does not full-text-index the text inside a PDF's binary. The CMS content search / content-search-api indexes the content item's fields (title, metadata, body/content nodes), not the bytes inside an attached PDF — which is exactly why your title search works but a content search comes back empty. There's no OOTB CMS setting to flip for "search inside PDF content." 

     

    Where Salesforce does search inside PDFs OOTB: Salesforce Files (ContentVersion). Global / SOSL search extracts and indexes the text content of uploaded files, including PDFs (within size limits), so a SOSL query over ContentVersion matches on text inside the PDF. So the native "search inside a PDF" capability exists — it just lives on Files, not on CMS content. 

     

    Practical options for your custom component: 

    1. Store or expose the PDFs as Salesforce Files (ContentVersion) and have your component run SOSL against ContentVersion — you get inside-the-PDF matching for free (subject to the documented file-content index limits). Least-effort native route. 

    2. Extract the text at ingest and make it searchable: run the PDF through a text-extraction/OCR step (an Apex PDF library, or a Flow/Apex HTTP callout to an extraction or OCR service) when the document is added, and store the extracted text in a searchable field — on the CMS content or a related custom object your component queries. This is the usual pattern when the file must stay in CMS but you still need full-text search. 

    3. If you're on an Industries cloud, look at Smart Content Search — it is designed to search within document content, but it's license/cloud-specific, so confirm it applies to your org. 

     

    Net: no OOTB CMS "search inside PDF," but Files + SOSL gives you native in-PDF search, and text-extraction-on-ingest is the standard workaround when the content needs to stay in CMS. 

     

    Ref: How search indexes and finds text (including within files):

    https://help.salesforce.com/s/articleView?id=sf.search_index.htm&type=5

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Hi everyone,

I'm facing an issue with an OmniScript File Upload on an Experience Cloud site.

The file uploads successfully and a ContentVersion record is created. However, the Experience Site (guest/external) user is unable to retrieve or access the returned ContentVersion Id (vId) after the upload completes. In some cases, the upload appears successful, but the vId is blank or unavailable for subsequent steps in the OmniScript.

Our goal is to use the returned ContentVersion/ContentDocument information later in the flow to associate the uploaded document with a Case record.

Has anyone encountered this issue with OmniStudio File Upload components on Experience Sites? Are there any known limitations, sharing settings, guest user restrictions, or permissions required for external users to access the generated ContentVersion Id after upload?

Any guidance would be greatly appreciated.

Thanks! 

 

#Omnistudio  #Upload Files  #Experience Cloud  #Guest User

7 respostas
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Hi all , 

 

I wanted to check...

 

On a quotation, an email received by John is visible to other users who have access to the record. However, users such as Mick can only view the email and do not see the Reply or Forward

 buttons. Even as a System Administrator, I cannot see these actions. 

 

When I log in as John , the Reply and Forward buttons are available.

Could this be standard Salesforce behavior, where the Reply and Forward

 actions are tied to the mailbox owner/recipient rather than to users who simply have access to the Email Message record? Or is this something that can be configured or customized from a development perspective? 

 

Let me explain the below image:

  • From shows the sender's email address.
  • To shows John's email address, which means the email was sent to John.
  • Mick then clicks View All to open the full email record and dnt see Forward, reply, reply all button on right side only see delete button 

Reply/Forward Buttons Visible Only to Email Recipient

 

image.png

 

Thank you  

 

#Trailhead Challenges #Salesforce Developer #Salesforce Admin #Experience Cloud

4 respostas
  1. 5 de ago., 07:53

    Hi @Roopa Sharma -  This isn't possible with Flow alone. The Reply, Reply All, and Forward actions are part of Salesforce's email integration and are only available to the connected mailbox owner. Flow can't invoke these standard email actions or impersonate another user's mailbox. If you need similar functionality for other users, it would require a custom solution (typically using Apex and/or a custom Lightning component) or a third-party email integration. 

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Hi Everyone    i am working on a usecase where   Partner Community (Experience Cloud) user is unable to create a ContentVersion record using the Salesforce REST API.     i have a LWC Component and a button named preview, which upon click   

A callout is made to an external system to generate the preview document.

After receiving the document, the application sends a POST request to the Salesforce REST API (/services/data/vXX.X/sobjects/ContentVersion) to create a ContentVersion record.      

The REST API request fails with the following error:

    

Troubleshooting Performed

  • The user has a Partner Community license.
  • API Enabled permission has been granted to the user.
  • Authentication is successful, and the REST API request reaches Salesforce.
  • The user is the owner of the parent record (FirstPublishLocationId).
  • Organization-Wide Defaults (OWD) have been changed to Public Read/Write for testing.
  • The issue persists even after these changes.

  is this salesforce Limitataion or i am missingsomething.  Please guide.    

 

@* Salesforce Developers * @* Experience Cloud * 

1 resposta
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HI All, 

 

What should be the approval setting when a user goes on holiday? 

 

Suppose User A goes on holiday and does not want to receive any approval emails during that period.

Approval Delegation During User Holiday Absence

 

In this case, 

User B

 should act as the approver on User A’s behalf. Could you please advise what the correct approval settings should be to ensure that approval requests are both emailed to User B and visible in Salesforce during User A’s absence? 

 

image.png

Thank YOu !! 

5 respostas
  1. 4 de ago., 08:11

    Hey @Roopa Sharma

     

     

    If user A wants

    ONLY

    emails they are the approver for on holiday, set it to "Only if I am an approver"  

     

    If user A wants ALL emails whether they are an approver or a delegated approver, set it to "If I am an approver or delegated approver" 

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Hi! With the last announcement about Chatter (Chatter is Turned Off by Default on New Orgs | Salesforce Help

), we have doubts regarding how this will affect to Feed and Direct messaging features of Experience Cloud. 

 

Is there any roadmap about this? Should we expect a migration to Slack? Or is it safe we plan a Experience site roadmap base on current communication features of Chatter? 

 

Thank you!

2 respostas
  1. 3 de ago., 19:32

    Thank you for the response @ENIO ANSELMO DE SOUZA

     

     

    As mentioned, we are not retiring Chatter, but instead are encouraging orgs to use Slack's Salesforce Channels for record collaboration in place of Chatter.  Experience Cloud specifically has some unique usage of Chatter, such as the forum's use case where an unauthenticated user is able to read Chatter posts, and it is unknown if or when Slack would support this use case, so we plan to continue supporting Chatter. 

     

    Also mentioned, if you're looking into building an integration with Chatter, you may consider if a Slack may be a better fit, or else build in a way which could enable moving to Slack at a later date if desired.

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Branch users can currently view their own Branch Account details upon logging in. To support parent-level visibility, records owned by Branch Accounts must be shared with the Parent Account.  

What is the approach to grant Parent Account users visibility  into all child Branch Account details? 

2 respostas
  1. Sushil Kumar (UKG) Forum Ambassador
    31 de jul., 00:27
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1. Both Distributors and Dealers are created from Accounts. Used Distributor Dealer Mapping Object as junction to map multiple Dealers to each Distributor and vice versa. Dealer is a Master Detail Relationship and Distributor is a Lookup Relationship.     When login as a Branch Distributor, I can view Distributor record but unable to view mapped Dealers in Dealer tab in experience cloud (created list view with filter Dealer).    What is the approach for the Dealer visibility?    2. Used sharing sets for the data visibility. Able to view data when login as branch Distributor but need visibility of records to parent Account of branch Distributors such as Accounts, Orders, Invoices etc.    What is the approach for data visibility to parent Account?   

1 resposta
  1. 30 de jul., 16:45

    Hi Bharath, 

     

    Both of these are common limitations with Sharing Sets once you get beyond simple one-hop, single-object visibility. Here's the breakdown for each: 

     

    1. Dealer visibility issue 

     

    The core problem is how Master-Detail sharing actually flows. On your junction object: 

    - Dealer is Master-Detail → the junction record's sharing/visibility is inherited FROM Dealer (parent controls child access) 

    - Distributor is Lookup → no implicit sharing relationship in either direction 

     

    This means: even if a user can see the Distributor record and the junction record, that does NOT grant them access to the Dealer record itself. Access flows downward from Master to Detail (Dealer → Junction), never upward or sideways. So your Distributor user seeing the junction row still can't see the related Dealer Account unless Dealer is shared with them directly and separately. 

     

    Since Dealers are Accounts (many-to-many via the junction, not a single parent), a single Sharing Set access mapping won't work cleanly here — Sharing Sets are designed for one direct field match (e.g., a lookup field on the target object pointing back to the user's Account/Contact), and a Dealer can map to multiple Distributors, so there's no single static field to map against. 

     

    Recommended approach: Apex Managed Sharing 

    - Write a trigger (or a Flow calling an Apex action) on Distributor_Dealer_Mapping__c that fires on insert/update 

    - When a mapping record is created linking a Dealer to a Distributor, programmatically create an AccountShare record granting Read (or Edit) access on the Dealer Account to the Distributor's related community users 

    - This explicitly grants the access that Master-Detail/Lookup relationships and Sharing Sets can't provide automatically for this many-to-many pattern 

    - If a mapping is deleted, make sure to also remove the corresponding AccountShare to keep access accurate 

     

    This is the standard pattern anytime you have a many-to-many junction and need cross-visibility that doesn't follow simple parent-child sharing. 

     

    2. Parent Account visibility for branch distributor users 

     

    This is a known constraint of Sharing Sets specifically: Sharing Sets only grant access based on a single field match to the record directly associated with the logged-in user's own Account/Contact — there's no concept of "also see my parent account's data" built into Sharing Sets, since Sharing Sets are typically used for license types (e.g., Customer Community / high-volume login licenses) that don't get a Role Hierarchy. 

     

    If you need hierarchy-aware visibility (branch distributor seeing parent distributor's Accounts, Orders, Invoices), you have two real options: 

     

    Option A: Switch to a license type with Portal Roles (if feasible) 

    Partner Community or Customer Community Plus licenses generate an automatic Role per external Account, and that role hierarchy respects your Account's Parent Account field. With standard sharing (Grant Access Using Hierarchies enabled, which is default), users higher in that hierarchy automatically see records shared to accounts below them. This is the "native" way to solve parent/child visibility, but it's a licensing change, not just a config change — worth checking if your current license supports this before going further. 

     

    Option B: Apex Managed Sharing (if staying on your current license) 

    Same pattern as above — when a Branch Distributor's Account is linked to a Parent Distributor Account, programmatically create Share records (AccountShare, OrderShare, custom object shares, etc.) granting the branch user's Account/community users access to the parent's records. This needs to run whenever the parent-child Account relationship is established or changed, and needs to be built out per object (Account, Order, Invoice, etc.) since each share type is separate. 

     

    Given you're already on Sharing Sets (suggesting a license without native Role Hierarchy), Option B (Apex Managed Sharing) is likely your most practical path for both problems — it's more work upfront but gives you full control over exactly which records propagate to which users, including the many-to-many Dealer case and the hierarchical parent-account case.

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We are using the Type: Record for our Feed Publisher. Within our Group Detail page, we cannot share a Poll/Question for this record type. When we switch to the Global Type, we lose the ability to post to the specific group, and it points the posts to "My Followers".    Any suggestions would be greatly appreciated.    

2 respostas
  1. 23 de set. de 2025, 04:09

    @David Loyola -

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1 resposta
  1. 24 de jul., 16:28

    Hi Rohit, 

     

    The Knowledge User checkbox grants a user access to Salesforce Knowledge

    features. Enabling it allows the user to work with knowledge articles, provided they also have the appropriate object permissions and permission sets. 

     

    Typical use cases include: 

     

    • Create, edit, publish, archive, and manage Knowledge articles.
    • Access the Knowledge tab and article management features.
    • Contribute to an organization's knowledge base for agents and customers.
    • Use Knowledge articles while resolving Cases in Service Cloud.
    • Participate in article approval and publishing workflows (if configured).
    • View article versions, translations, and data categories based on permissions.

    Simply enabling the Knowledge User checkbox does not

    grant full access by itself. The user must also be assigned the necessary permissions (such as Create, Read, Edit, Publish, or Manage on the Knowledge object) through a Profile or Permission Set. 

     

    In short, enable the Knowledge User checkbox only for users who need to create or manage Salesforce Knowledge articles, such as support agents, knowledge managers, or content authors.

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