-
Files vs Attachments in Salesforce
Hi all,
I have been using Notes and Attachment to store files related to the record.
How are Files different from Attachment? Are there any limitations or benefits of using Files instead of Attachments?
Are Files available for all editions of Salesforce?
Is it possible to link Files to particular records so they are visible as related list? I tried looking into the content version https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_contentversion.htm but cant seem to find anything to relate to a record.
-
1 Reply
-
Hi Kumar,
Files refer to salesforce content management system.you can create libraries for files and manage their access. Files tab is the place for these.Refer link below:
[https://help.salesforce.com/apex/HTViewHelpDoc?id=collab_files_overview.htm&language=en]
Notes & Attachments are something specific to each record. you can control wether attachments are allowed on an object or not by a check box on object settings.Access to each record controls access to its attachments.
[https://help.salesforce.com/apex/HTViewHelpDoc?id=notes_fields.htm]
Thanks
Log In to reply.
Popular Salesforce Blogs
Why Growing Businesses Are Shifting to Custom CRM Development
Summary As businesses grow, their CRM needs evolve beyond what generic tools can handle. This blog explores why many are choosing Custom CRM Solutions—covering key…
Understanding the Salesforce Data Import Tool
Introduction Salesforce is a powerful customer relationship management (CRM) platform that helps organizations streamline their sales, service, and marketing processes. One of the key aspects…
Salesforce Lightning vs. Salesforce Classic: Which One You Should Choose
What is Salesforce Lightning? Salesforce Lightning, first announced at the Dreamforce conference in 2015, represents the company’s vision for the CRM platform moving forward. The…
Popular Salesforce Videos
Do you need to learn Salesforce Admin & App Builder if you want to become Salesforce developer ?
5 reasons why you need to learn the Salesforce Admin and App Builder even if you want to become or you are a Salesforce Developer.…
BradForce Interview with special guest Jason Jung | Landing Your First Salesforce Job
In this video, I have a great conversation with Jason Jung. Jason landed his first Salesforce Job in the middle of a global pandemic. Listen…
Streamline Sales Goals and Add Value to Your B2B Organization With Salesforce Marketing Automation
Salesforce Marketing Automation enables businesses to automate marketing processes, track customer engagement while delivering personalized experiences to each customer. With it, you can streamline and…
