AdvoLogix Help

Salesforce Files

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Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce.

Working with Salesforce Files

  • Posting files to Chatter feeds to collaborate with coworkers.
  • Adding files directly to records, such as Accounts, Cases, Leads, and more, to keep information right where you need it.
  • Sharing files with customers in the secure Salesforce cloud.
  • Connecting to external file systems with Files Connect.
  • Running standard and custom file reports to understand how people work with files.
    All file types are supported, including everything from Microsoft® PowerPoint presentations and Excel spreadsheets, to Adobe® PDFs and image files. You can upload and download audio and video files, but you can’t parse or preview them.

As you work with files in Salesforce, keep these file limits in mind:

  • 2 GB when uploaded via the web interface
  • 100 MB when uploaded from a mobile device
  • Maximum number of versions per file is 2,048 versions

Other Considerations

  • For information about the different file tools and solutions in Salesforce, see Differences Between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments.
  • To learn who can perform which actions on a file, see Who Can See My File?.
  • Files from external repositories, like Google Docs and Microsoft® SharePoint®, are available only if Salesforce Files Connect is configured in your organization and enabled for you.
  • Chatter feeds, groups, and the ability to follow files are available only for orgs that have Chatter enabled.
  • Files do not require Chatter but if your org uses profile-based Chatter rollout, users must have Chatter permissions enabled for Files to be available.
  • The files and photos that your users upload are counted towards your org’s file storage allowance. Files uploaded on the Files tab are also counted towards your org’s file storage allowance.
  • Salesforce doesn't remove geolocation information from uploaded images.

Salesforce Files is standard Salesforce functionality.  For more information, please follow the links below:

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