Summary of Attachment, Document, Content Library and Files in Salesforce

Comparing between Attachment, Document, Content Library and Files in Salesforce

Summary :

  • Files is new way to store file in Salesforce
  • Content from external file service like Google, Box appears in Files
  • Files from Content Library displayed in file
  • CRM Content Library cannot be created in Lightning experience yet
  • Attachment and Files are two different objects, so two different related lists.
  • Attachment can be viewed in Lightning in Notes & Attachment related list
  • Attachments cannot be created in Lightning Experience, we should not use Attachments in future
  • To migrate existing Attachment to Files, use this AppExchange from Salesforce Labs
  • Document tab is not available in Lightning Experience
  • Documents should be replaced by File
  • Files yet does not support being used as attachment in Email Templates. If you are using Document in Email template, then keep it in Document
  • CRM Content delivery not available in Lightning but File can be shared with external user using Link
  • External user can only view or download file but cannot edit or update
  • File supports versioning
  • File can be related with multiple records.
  • File supports granular level sharing. It would be shared with anyone who has access to parent record. If you want to share with broad audience, it can be shared on chatter.

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Access Camera and Audio recorder of Mobile device in Visualforce and upload as chatter file

In this article we will see how to use Camera and Audio recorder of mobile device in Visualforce and upload as chatter file. It may look that it is very tricky to access device camera and audio control in Visualforce however you may be right if there were no HTML5. Thanks to HTML5 for magic.

Visualforce Camera Access - Front Page
Visualforce Camera Access – Front Page
Visualforce Camera Access - Use Camera Prompt
Visualforce Camera Access – Use Camera Prompt

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Who has Downloaded My Chatter Files ?

Salesforce is evaluating and enhancing the way we use Files with help of Content and Chatter Files. Customer might want to know that who has downloaded Chatter files on their Local System? In this article, I will explain a little hack on identifying name of Users, who  has downloaded Chatter File from Organization.

There is no Out of box functionality provided by Salesforce yet to view names of users, So we are gonna use either Dataloader or Developer Console, which in turn will use SOQL.

In CRM Content, You can see name of users like below image : Continue reading “Who has Downloaded My Chatter Files ?”